KrisD
Intuit Alumni

Retirement tax questions

No,

it is not deductible, nor is it taxable if you rolled it over properly.

If it was:

  • done within 60 days
  • or Trustee-to-trustee
  • or Direct rollover

Here is more information:


https://www.irs.gov/retirement-plans/plan-participant-employee/rollovers-of-retirement-plan-and-ira-...


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