dmertz
Level 15

Retirement tax questions

This is a user-to-user forum and recommendations can be made by anyone, so they must be taken with a grain of salt.  A recommendation does not in any way indicate an endorsement of the answer by Intuit.

If the distribution was reported on a Form 1099-R and the distribution was from a qualified plan, it can be rolled over to an IRA or converted to a Roth IRA.  Sale of ESPP stock would be expected to be reported a Form 1099-B and TomYoung's answer would apply.   I'm going to recommend TomYoung's answer over mine since it seems to more directly addresses the circumstances posed in the original question.