Submitted by needHelpWithRoth t3_125xvbj in personalfinance
needHelpWithRoth OP t1_je9331q wrote
Reply to comment by plowt-kirn in IRA Institution (Merill) Cannot Code Deposit as 60 Day Rollover by needHelpWithRoth
Thanks for encouraging me to call back! They told me I had to either write Merrill a check or do a wire transfer from the Bank of America side. Did the wire transfer... hopefully it works out. I will call Merrill again tomorrow to make sure that the transfer is coded correctly as an indirect 60 day rollover. This has definitely been a learning experience, I feel like I know more than most associates at Merrill about indirect 60 day rollovers now haha.
plowt-kirn t1_je9cyot wrote
Glad it worked out.
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