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You can roll over eligible rollover distributions from these plans to a Roth IRA or to a designated Roth account in the same plan (if the plan allows rollovers to designated Roth accounts). You may want to note the differences between Roth IRAs and designated Roth accounts before you decide which type of account to choose. More @Wikipedia
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- Rollover to a Roth IRA or a designated Roth accountYou can roll over eligible rollover distributions from these plans to a Roth IRA or to a designated Roth account in the same plan (if the plan allows rollovers to designated Roth accounts). You may want to note the differences between Roth IRAs and designated Roth accounts before you decide which type of account to choose.
- Topic no. 413, Rollovers from retirement plans - Internal Revenue ServiceA rollover occurs when you withdraw cash or other assets from one eligible retirement plan and contribute all or part of it, within 60 days, to another eligible retirement plan. This rollover transaction isn't taxable, unless the rollover is to a Roth IRA or a designated Roth account from another type of plan or account, but it is reportable on ...
- Do I need to report the transfer or rollover of an IRA or retirement ...Whether a previous tax-free rollover occurred with 12 months of the distribution. Whether federal income tax was withheld from the distribution (Form 1099-R). The tool is designed for taxpayers who were U.S. citizens or resident aliens for the entire tax year for which they're inquiring.
- Rollover Chart - Internal Revenue ServiceRoll To Roth IRA Traditional IRA SIMPLE IRA SEP-IRA Governmental 457(b) Qualified Plan1 (pre-tax) 403(b) (pre-tax)
- Accepting late rollover contributions - Internal Revenue ServiceThe IRS may waive the 60-day rollover requirement in certain situations (see FAQs: Waivers of the 60-Day Rollover Requirement). Financial institutions that serve as IRA trustees or custodians might not have accepted late rollovers unless provided with an IRS ruling waiving the 60-day rollover requirement, or the automatic waiver rule applied.
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