Originally Posted by
ThumbsUp
Did you happen to have any tax free contributions (due to combat zone tax exclusion) in there? My primary brokerage won't accept the tax free funds since they don't have a means to consider the basis. I don't really mind the offerings, but would like to have the option for more...
Yes, we both did.
Scottrade split the funds into two IRAs - I'm surprised that your brokerage won't do that. We put the taxable TSP into traditional and then rolled it into our Roth IRAs.