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This article is more than 10 years old. A U.S. Tax Court judge, at the urging of the government, has penalized an IRA rollover move—by a prominent tax lawyer, no less--that the Internal Revenue ...
Internal Revenue Service. "Rollover Chart." Internal Revenue Service. "Retirement Topics - IRA Contribution Limits." Internal Revenue Service. "Rollovers of Retirement Plan and IRA Distributions." ...
While the reasons are broad, they only apply if you were eligible to do a 60 day rollover to begin with. That’s a crucial point, because, as a result of a 2014 U.S. Tax Court decision ...
The federal government just made retirement saving a little easier. If you are unable to roll over a retirement plan or IRA distribution into another retirement plan or IRA within the 60-day time ...
The GAO notes that the IRS has not taken action to ensure that individuals who claim retirement savings from a state can roll over these savings to other tax-deferred retirement accounts after the IRS ...
Normally, an eligible distribution from an IRA or an employer’s retirement plan can only qualify for tax-free rollover treatment if it is contributed to another IRA or workplace plan by the 60 ...