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 16, 2025 · 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, …

Complete Form W-4R to have payers withhold the correct amount of federal income tax from your nonperiodic payment or eligible rollover distribution from an employer retirement plan, annuity …

Feb 26, 2025 · A retirement plan isn’t required to accept rollover contributions from other plans or IRAs, but if it does, the incoming funds must: be permissible rollovers PDF allowed by the plan …

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 …

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 …

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 direct rollover may be made for the employee, for the employee's surviving spouse, for the spouse or former spouse who is an alternate payee under a qualified domestic relations order …

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

Section 31.3405 (c)-1, Q&A-1 (a) provides, in part, that any designated distribution that is an eligible rollover distribution is subject to income tax withholding at the rate of 20 percent unless …