Rollover

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Publications

Links Inside Publications

Publication 17 - Your Federal Income Tax (For Individuals) - Rollovers

Rollovers. If you withdraw cash or other assets from a qualified retirement plan in an eligible rollover distribution,...

Publication 17 - Your Federal Income Tax (For Individuals) - Individual Retirement Arrangements (IRAs)

Rollovers. Generally, a rollover is a tax-free distribution to you of cash or other assets from one retirement...

Publication 575 - Pension and Annuity Income - Rollovers

Rollovers. If you withdraw cash or other assets from a qualified retirement plan in an eligible rollover distribution,...

Publication 590 - Individual Retirement Arrangements (IRAs) - Can You Move Retirement Plan Assets?

Rollovers. Generally, a rollover is a tax-free distribution to you of cash or other assets from one retirement...

Publication 969 - Health Savings Accounts and Other Tax-Favored Health Plans - Health Savings Accounts and Other Tax-Favored Health Plans

Rollovers. A rollover contribution is not included in your income, is not deductible, and does not reduce...

Publication 970 - Tax Benefits for Education - Rollovers and Other Transfers

Rollovers. Any amount distributed from a Coverdell ESA is not taxable if it is rolled over to another Coverdell...

Publication 970 - Tax Benefits for Education - Rollovers and Other Transfers

Rollovers. Any amount distributed from a QTP is not taxable if it is rolled over to another QTP for the benefit...

Frequently Asked Questions

FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)

I changed jobs and received a distribution (via check) of my entire vested account under my former employer's...

FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)

How long do I have to roll over a retirement distribution? You must complete the rollover by the 60th day following...

FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)

I changed jobs and received a distribution (via check) of my entire vested account under my former employer's...

FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)

How long do I have to roll over a retirement distribution? You must complete the rollover by the 60th day following...

Tax Topics

Tax Topic 413

Rollovers from Retirement Plans. A rollover occurs when you withdraw cash or other assets from one eligible...

Web Links

IRS.gov Web Site

Retirement Topics - Rollovers of Retirement Plan Distributions

Related Topic Links

2010 Rollovers to Roth IRAs

Additional Tax on Distributions of Conversion and Certain Rollover Contributions Within 5-year Period

Direct Rollover Option

Distributions and Rollovers

Distributions from In-plan Rollovers to Designated Roth Accounts Within the 5-year Period

Distributions from Rollovers to Roth IRAs from Eligible Retirement Plans Within the 5-year Period

Eligible Rollover Distribution

Eligible Rollover Distribution - 20% Withholding

Excess Due to Incorrect Rollover Information

Partial Rollovers

Reporting Rollovers from Employer Plans

Reporting Rollovers from IRAs

Required Distributions Not Eligible for Rollover

Rollover and Other Transfers

Rollover and Transfers Exception

Rollover by Nonspouse Beneficiary

Rollover by Surviving Spouse

Rollover from a Qualified Retirement Plan into a Roth IRA

Rollover from an Employer's Plan into a Roth IRA

Rollover from Designated Roth Account

Rollover From Employer's Plan Into an IRA

Rollover From One IRA Into Another

Rollover of Airline Payments

Rollover of Exxon Valdez Settlement Income

Rollover of Gain

Rollover of Nontaxable Amounts

Rollover Rules

Rollovers from a Traditional IRA

Rollovers to a Traditional IRA

Rollovers to Roth IRAs

Tax-free Rollovers

Time for Making Rollover

Time Limit for Making a Rollover Contribution

Treatment of Rollovers

Waiting Period Between Rollovers