@Helen123 wrote:
Hi, one quick question.
If I firstly plan to roll over the fund to the new employer 401k (initialise the process), but I didnt request the old employer pension to roll it out. I assume it means the process didnt officially start yet and there will not be any taxable event or 1099 R, right? @Opus 17 @Mike9241 @dmertz
Thanks
You've posted a new question to an old thread, so we don't have any more information than your few words and we don't know if your situation is similar to other people in the discussion.
If you have a pre-tax 401k at an old employer, and you want to roll it over to the pre-tax 401k at a new employer, that is not a taxable event, so it doesn't matter what date the transaction settles. If you have after-tax funds in the 401k (this is uncommon but it does happen) then things are a little more complicated and we need more details to give you the right instructions.
