- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
401k withdrawal at end of year that I want to roll over
This year I had a short term assignment with a consulting group that offered retirement savings. I put a small amount in a 401k before the assignment ended. The money sat in that account until the end of the year, while I waited for a merger at my new employer to get sorted out. Just before year end, the old employer's 401k sent me a check. I want to roll it into my new employer's 401k as soon as that's possible (a couple weeks) but I'm concerned because the withdrawal happened in TY2020 and the deposit will be in TY2021. Should I be concerned? Anything special I need to do paperwork-wise?
Topics:
‎January 9, 2021
10:07 AM