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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.
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.
‎June 3, 2019
12:20 PM