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Get your taxes done using TurboTax
In reading the IRS link from response 1 this speaks to rolling to Roth IRA which is outside of the 401k plan. The money I moved stayed in-plan, so it is roth 401k. So any special rules related to Roth 401k. The IRS site does not have anything easy to find on this topic. I know the treatment of the money in the roth 401k and roth ira for growth. I am asking asking about transfers or rollovers. Anyone aware of the IRS writing how the roth 401k is the same in treatment during rollovers? I have not located anything.
‎January 22, 2020
12:20 AM