About 711,000 results
Open links in new tab
  1. Rollovers of retirement plan and IRA distributions

    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.

  2. Topic no. 413, Rollovers from retirement plans - Internal Revenue …

    Sep 26, 2024 · 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, …

  3. 7Applies to rollover contributions after December 18, 2015. For more information regarding retirement plans and rollovers, visit Tax Information for Retirement Plans.

  4. Rollovers of after-tax contributions in retirement plans

    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 …

  5. Rollovers as business start-ups compliance project

    Rollovers as business start-ups compliance project What is a Rollover as Business Start-up (ROBS)? A ROBS is an arrangement in which prospective business owners use their …

  6. Accepting late rollover contributions - Internal Revenue Service

    May 27, 2025 · Accepting Late Rollover ContributionsRetirement plan administrators, and IRA trustees, custodians and issuers (“IRA trustees”) can now accept late rollover contributions …

  7. YOUR ROLLOVER OPTIONS You are receiving this notice because all or a portion of a payment you are receiving from the [INSERT NAME OF PLAN] (the “Plan”) is eligible to be rolled over …

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

  9. Retirement topics — QDRO: Qualified domestic relations order

    May 27, 2025 · Information about receiving Qualified Domestic Relations Order (QDRO) benefits from a retirement plan.

  10. IRS: Healthcare FSA reminder: Employees can contribute up to …

    IR-2024-287, Nov. 7, 2024 WASHINGTON — The Internal Revenue Service reminds taxpayers that during open enrollment season for flexible spending arrangements (FSAs) they may be …