Rollover from an Employer's Plan into a Roth IRA

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Rollover from an Employer's Plan into a Roth IRA


Forms and Instructions

Relevant Forms

Form 5306-A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan)

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Form 8508 Request for Waiver From Filing Information Returns Electronically (Forms W-2, W-2G, 1042-S, 1097-BTC, 1098 Series, 1099 Series, 3921, 3922, 5498 Series, and 8027)

Topic Screen for this Form


Publications

Links Inside Publications

Publication 590 - Individual Retirement Arrangements (IRAs) - Can You Move Amounts Into a Roth IRA?

Rollover From Employer's Plan Into a Roth IRA. You can roll over into a Roth IRA all or part of an eligible...

Related Topic Links

Benefits from a Previous Employer's Plan

Converting from Any Traditional IRA into a Roth IRA

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

Distributions from Roth IRAs Allocable to a Rollover from an Eligible Retirement Plan Within the 5-year Period

Individual Retirement Arrangement

Reporting Rollovers from Employer Plans

Rollover from a Qualified Retirement Plan into a Roth IRA

Rollover from Designated Roth Account

Rollover from Employer's Plan into an IRA

Rollover from One IRA into Another

Rollovers from a Traditional IRA

Roth IRA, Rollover