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Personal Finance (Not Investing) • Question about the once-per-year IRA rollover rule

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From the Bogleheads wiki article IRA rollovers and transfers, I think the relevant part is:
You are limited to only one rollover per year to or from the same IRA. The 1-year period begins on the date you receive the IRA distribution, not on the date you roll it over into an IRA. (The once-a-year limit on IRA-to-IRA rollovers does not apply to eligible rollover distributions from an employer plan. You can roll over more than one distribution from the same employer plan within a year.)
Footnote: IRS Pub. 590, pp.24-27.

The original footnote goes to the 2013 pub 590, here's a more updated one, search the PDF for "Time Limit for Making a rollover contribution"

Statistics: Posted by sycamore — Sun Jul 21, 2024 11:26 am — Replies 2 — Views 211



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