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Retirement tax questions
A rollover from the traditional account in one employer's 401(k) is not permitted to be rolled over to the designated Roth account in a different employer's 401(k), so that answer should be No, otherwise an impermissible rollover was performed. As SteamTrain suggested, though, your husband should confirm that the funds distributed from the traditional account in the old employer's plan were properly deposited into the traditional account in the new employer's plan.
‎April 7, 2024
5:05 PM