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Tax Topics
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Publication 17 - Your Federal Income Tax - Rollovers
Publication 17 - Your Federal Income Tax - Individual Retirement Arrangements (IRAs)
Publication 575 - Pension and Annuity Income - Rollovers
Publication 590 - Individual Retirement Arrangements (IRAs) - Can You Move Retirement Plan Assets?
Publication 969 - Health Savings Accounts and Other Tax-Favored Health Plans - Health Savings Accounts and Other Tax-Favored Health Plans
Publication 970 - Tax Benefits for Education - Rollovers and Other Transfers
Publication 970 - Tax Benefits for Education - Rollovers and Other Transfers
Frequently Asked QuestionsFAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Plan Design
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Types of Plans
TeleTaxTeleTax 413
Related Topic Links
Additional tax on distributions of conversion and certain rollover contributions within 5-year period.Direct rollover option.Distributions and RolloversEligible Rollover Distribution-20% WithholdingEligible rollover distribution.Excess due to incorrect rollover information.Failed Conversions and RolloversPartial rollovers.Reporting rollovers from employer plans.Reporting rollovers from IRAs.Required distributions not eligible for rollover.Results of failed conversions and failed rollovers.Rollover and Other TransfersRollover and Transfers ExceptionRollover by nonspouse beneficiary.Rollover by surviving spouseRollover from an employer's plan into a Roth IRA.Rollover from designated Roth account.Rollover From Employer's Plan Into a Roth IRARollover From Employer's Plan Into an IRARollover From One IRA Into AnotherRollover of Airline PaymentsRollover of Exxon Valdez Settlement IncomeRollover of GainRollover of nontaxable amounts.Rollover RulesRollovers by nonspouse beneficiary.Rollovers from a traditional IRARollovers to a traditional IRARollovers to Roth IRAs.Tax-Free RolloversTime for making rollover.Time Limit for Making a Rollover ContributionTreatment of rollovers.Waiting period between rollovers.