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401k distribution
In 2011 I rolled a previous employers 401k directly into an IRA. The total amount included an after-tax amount. Given the new Guidance on allocation of After-Tax amounts to rollovers, and Notice 2014-54 and Transition Rules for distributions prior to September 18, 2014, Can I now rollover the after tax amount into a Roth IRA??
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May 21, 2020
1:01 PM