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.

A conversion of a traditional IRA to a Roth IRA, and a rollover from any other eligible retirement plan to a Roth IRA, made in tax years beginning after December 31, 2017, cannot be recharacterized as …

Mar 3, 2026 · Rollover contributions Qualified reservist repayments Deducting your IRA contribution Your traditional IRA contributions may be tax-deductible. The deduction may be limited if you or your …

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 - …

Mar 23, 2026 · Note: an indirect rollover doesn't qualify as a transfer to your former spouse even if the distributed amount is deposited into your former spouse's IRA within 60-days.

Aug 26, 2025 · Rollover the account into their own IRA Non-spouse beneficiary options In 2020 and later, options for a beneficiary who is not the spouse of the deceased account owner depend on …

Jul 4, 2025 · Rollover contributions don’t need to be in cash. Rollovers aren’t subject to the annual contribution limits. You must roll over the amount within 60 days after the date of receipt. You can …

Apr 30, 2026 · 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 …

Feb 18, 2026 · 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 …

Eligible rollover distributions—20% withholding. Distributions you receive from qualified retirement plans (for example, 401(k) plans and section 457(b) plans maintained by a governmental employer) or tax …