I goofed in how I handled an IRA transfer. *. I transferred $**,*** plus of my wife IR...
GetHuman-lylab's customer service issue with TaxAct from June 2018
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The issue in GetHuman-lylab's own words
Fix the issue. ... I goofed in how I handled an IRA transfer. *. I transferred $**,*** plus of my wife IRA and $*,*** of my IRA. These amt. I transferred from USAA Acc. to my bank acc. Waiting till I had finalized paperwork with another firm. Now, the IRS is charging me tax on this distribution. I should have done a direct rollover from USAA to my new finance institution, but I didn't and I've been trying to figure out the correction. I did ask for a Fed. extension. Need some help here! Thanks
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