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Learning, Sharing, and Teaching => Investor Alley => Topic started by: neo von retorch on November 06, 2014, 02:31:29 PM

Title: Mistake: Took distribution of SIMPLE IRA before 2 years - is there a fix?
Post by: neo von retorch on November 06, 2014, 02:31:29 PM

Is there a place that can roll the funds back into a SIMPLE IRA and produce a Form 5498 for tax time?

Edit: After my second call to Vanguard today, I've been given a go ahead to mail them a check with the Simple IRA account number, and it will be deposited and I'll avoid the tax penalty.