Manual entry for trustee to trustee transfer of traditional IRA
Company receiving rollover direct connection/download entered as a buy but troubled direct connection for other company did not bring the entry. I manually entered the sending company IRA funds as a sell and transfer of cash to the receiving company then edited the downloaded entry to a cash in transaction and then a buy. At one point Q brought up a block asking me to select a contribution for 2013 or 2014. I think of "contribution" as something I can't make to an IRA since I am well past retirement age. Would appreciate word about whether I am in error with my entries, whether I will get some warning about not being allowed to contribute to an IRA. Would be glad to start all over if considered wise. I am contacting the sending company (TIAA) to learn why the new direct connection is not working for transactions although unit prices are ok.