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  • An individual inherited an IRA from his father, and transferred the IRA to an IRA at another firm. However, the IRA to which the transfer was made does not include his father’s name. I understand that as a result (of his father’s name being missing from the registration), the transfer is actually a distribution that is taxable to him when the transfer occurred. Is that true?

  • Q: When I filed my tax return on April 15, 2012 for the 2011 tax year, I included my 2011 IRA contribution for which I claimed a deduction. I was going through one of my drawers yesterday; I found the check that was supposed to be sent in to my IRA custodian, still in the addressed envelope. Is it possible for me to send in that contribution now, since it was included on my tax return?