Non-Spouse Inherited 403B Rollover to Personal IRA
I accidentally rolled my TIAA CREF inherited pre-tax 403B from my deceased sister into my own personal Vanguard traditional IRA. I mistakenly listed my Vanguard personal traditional IRA account number instead of my Vanguard inherited IRA account number on the TIAA rollover paperwork
What corrective action can I take to avoid any taxes and penalties?
Will the rollover be considered a taxable distribution, and hence has to come out of my IRA, if no corrective action can be taken otherwise?
Permalink Submitted by Alan - IRA critic on Tue, 2025-10-07 22:54
Duplicate post.