Rollover

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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...

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

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

Direct Rollover Option

Distributions and Rollovers

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

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 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

Roth IRA, Rollover

Tax-free Rollovers

Time for Making Rollover

Time Limit for Making a Rollover Contribution

Treatment of Rollovers

Waiting Period Between Rollovers