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401K excess limits for rollovers
Hello,
I had four 401K roth accounts from former employers. I rolled all of them from 401K roth to roth accounts and Employer matching 401K to 401K not roth. I rolled over $7,000. It seems that I am getting taxed on two accounts. If I am just rolling them over and not cashing them or converting, then I should not be taxed.
I would appreciate any feedback / assistance.
Barbara
Topics:
‎February 3, 2023
4:44 PM