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Rollover Tax Topics

Moving retirement funds is a taxable event unless executed according to strict IRS rollover rules. These guides break down the complex tax treatment of rollovers, conversions, and mandatory withholding.

5 Key areasTax Issues

IRC SectionIRS Compliance

20% CatchWithholding

📊Tax Consequences

Tax Consequences: 401(k)

IRS rules for tax consequences when rolling over a 401(k) account.

Tax Consequences: 403(b)

IRS rules for tax consequences when rolling over a 403(b) account.

Tax Consequences: 457(b)

IRS rules for tax consequences when rolling over a 457(b) account.

Tax Consequences: TSP

IRS rules for tax consequences when rolling over a TSP account.

Tax Consequences: Traditional IRA

IRS rules for tax consequences when rolling over a Traditional IRA account.

Tax Consequences: Roth IRA

IRS rules for tax consequences when rolling over a Roth IRA account.

Tax Consequences: SEP IRA

IRS rules for tax consequences when rolling over a SEP IRA account.

Tax Consequences: SIMPLE IRA

IRS rules for tax consequences when rolling over a SIMPLE IRA account.

Tax Consequences: Pension Plan

IRS rules for tax consequences when rolling over a Pension Plan account.

⚠️Tax Penalty

Tax Penalty: 401(k)

IRS rules for tax penalty when rolling over a 401(k) account.

Tax Penalty: 403(b)

IRS rules for tax penalty when rolling over a 403(b) account.

Tax Penalty: 457(b)

IRS rules for tax penalty when rolling over a 457(b) account.

Tax Penalty: TSP

IRS rules for tax penalty when rolling over a TSP account.

Tax Penalty: Traditional IRA

IRS rules for tax penalty when rolling over a Traditional IRA account.

Tax Penalty: Roth IRA

IRS rules for tax penalty when rolling over a Roth IRA account.

Tax Penalty: SEP IRA

IRS rules for tax penalty when rolling over a SEP IRA account.

Tax Penalty: SIMPLE IRA

IRS rules for tax penalty when rolling over a SIMPLE IRA account.

Tax Penalty: Pension Plan

IRS rules for tax penalty when rolling over a Pension Plan account.

📊Tax Withholding

Tax Withholding: 401(k)

IRS rules for tax withholding when rolling over a 401(k) account.

Tax Withholding: 403(b)

IRS rules for tax withholding when rolling over a 403(b) account.

Tax Withholding: 457(b)

IRS rules for tax withholding when rolling over a 457(b) account.

Tax Withholding: TSP

IRS rules for tax withholding when rolling over a TSP account.

Tax Withholding: Traditional IRA

IRS rules for tax withholding when rolling over a Traditional IRA account.

Tax Withholding: Roth IRA

IRS rules for tax withholding when rolling over a Roth IRA account.

Tax Withholding: SEP IRA

IRS rules for tax withholding when rolling over a SEP IRA account.

Tax Withholding: SIMPLE IRA

IRS rules for tax withholding when rolling over a SIMPLE IRA account.

Tax Withholding: Pension Plan

IRS rules for tax withholding when rolling over a Pension Plan account.

📊Tax Reporting

Tax Reporting: 401(k)

IRS rules for tax reporting when rolling over a 401(k) account.

Tax Reporting: 403(b)

IRS rules for tax reporting when rolling over a 403(b) account.

Tax Reporting: 457(b)

IRS rules for tax reporting when rolling over a 457(b) account.

Tax Reporting: TSP

IRS rules for tax reporting when rolling over a TSP account.

Tax Reporting: Traditional IRA

IRS rules for tax reporting when rolling over a Traditional IRA account.

Tax Reporting: Roth IRA

IRS rules for tax reporting when rolling over a Roth IRA account.

Tax Reporting: SEP IRA

IRS rules for tax reporting when rolling over a SEP IRA account.

Tax Reporting: SIMPLE IRA

IRS rules for tax reporting when rolling over a SIMPLE IRA account.

Tax Reporting: Pension Plan

IRS rules for tax reporting when rolling over a Pension Plan account.

📊Tax-Free Rollover

Tax-Free Rollover: 401(k)

IRS rules for tax-free rollover when rolling over a 401(k) account.

Tax-Free Rollover: 403(b)

IRS rules for tax-free rollover when rolling over a 403(b) account.

Tax-Free Rollover: 457(b)

IRS rules for tax-free rollover when rolling over a 457(b) account.

Tax-Free Rollover: TSP

IRS rules for tax-free rollover when rolling over a TSP account.

Tax-Free Rollover: Traditional IRA

IRS rules for tax-free rollover when rolling over a Traditional IRA account.

Tax-Free Rollover: Roth IRA

IRS rules for tax-free rollover when rolling over a Roth IRA account.

Tax-Free Rollover: SEP IRA

IRS rules for tax-free rollover when rolling over a SEP IRA account.

Tax-Free Rollover: SIMPLE IRA

IRS rules for tax-free rollover when rolling over a SIMPLE IRA account.

Tax-Free Rollover: Pension Plan

IRS rules for tax-free rollover when rolling over a Pension Plan account.