- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
"Am I able to roll over any of these profits into my IRA's or am I stuck paying short term capital gains on these? "
Only the amount originally distributed from the 401(k) can be deposited into the IRA as the nontaxable rollover originally reported on your 2022 tax return. What you completed is a late rollover of only those funds. The results of the trading outside of the IRA must remain outside of the IRA.
‎November 11, 2024
1:30 PM