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Get your taxes done using TurboTax
So if I rollover account#1 to account#2 and close account#1. What will the opening date of account # 2? I always have balance in account #1 before the opening of account#2.
I think account #2 will inherit the opening date of account #1 as 1/1/2024 due to satisfaction of IRS 18 months rules.
Am I correct?
Thanks
‎June 16, 2025
6:28 PM