skip navigation

Search Help
Navigation Help
Topic Index
ABCDEFGHI
JKLMNOPQR
STUVWXYZ#
International
Tax Topic Index
FAQs
Forms
Publications
Tax Topics
Comments
About Tax Map
IRS.gov Website
Rollovers to Roth IRAs
menu link iconPublicationsmenu link iconForms
Principal Publications Publications
horizontal rule
Links Inside Publications
Publication 17 - Your Federal Income Tax (For Individuals) - Rollovers
Rollovers to Roth IRAs. You can roll over distributions directly from a qualified retirement plan (other than...
Publication 721 - Tax Guide to U.S. Civil Service Retirement Benefits - Part II Rules for Retirees
Rollovers to Roth IRAs. You can roll over distributions directly from the CSRS, FERS, and TSP to a Roth IRA....
Forms and Instructions Forms and Instructions
horizontal rule
Relevant Forms
2013 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
2013  Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2013  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)Topic Screen for this Form
2012  Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2012  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
Related Topic Links
related topicDistributions from Roth IRAs Allocable to a Rollover from an Eligible Retirement Plan Within the 5-year Period
related topicRollover