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MaximumRecursion OP t1_iu9ro6x wrote on October 29, 2022 at 5:42 PM

Reply to comment by WhileNotLurking in Asked Edward Jones to rollover my IRA to Charles Schwab, and they took out federal income tax, even though I made it perfectly clear it's a rollover, not a disbursal. by MaximumRecursion

Thanks so much. You guys are awesome.

WhileNotLurking t1_iu9s1hg wrote on October 29, 2022 at 5:45 PM

Anytime. Hope this helps avoid that huge tax bill (and any future mixups). Best of luck to you.