Find out how and when to roll over your retirement plan or IRA to another retirement plan or IRA. Review a chart of allowable rollover transactions.

Sep 5, 2025 · You'll need to run the interview for each rollover or transfer event separately. Information you'll need The type of retirement plan the distribution was made from and moved to (e.g. traditional …

Direct Rollovers You must report a direct rollover of an eligible rollover distribution. A direct rollover is the direct payment of the distribution from a qualified plan, a section 403 (b) plan, or a governmental …

Topic no. 413, Rollovers from retirement plans A rollover occurs when you withdraw cash or other assets from one eligible retirement plan and contribute all or part of it, within 60 days, to another …

7Applies to rollover contributions after December 18, 2015. For more information regarding retirement plans and rollovers, visit Tax Information for Retirement Plans.

Aug 26, 2025 · Find answers to commonly asked questions about the IRS 60-day rollover requirement waiver for IRAs or work retirement plans.

How do I do a rollover? There are two ways to do a rollover. You can do either a direct rollover or a 60-day rollover. If you do a direct rollover, the Plan will make the payment directly to your IRA or an …

Jul 30, 2025 · Rollovers (See our rollover chart PDF) The why, what, how, when and where about moving your retirement savings. FAQs: Waivers of the 60-day rollover requirement YouTube video - …

A transfer of pretax amounts to one destination and after-tax amounts to another could have been done through a 60-day rollover, but the distribution was subject to mandatory 20% withholding on the …

Instructions for Forms 1099-R and 5498 Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.