dmertz
Level 15

Retirement tax questions

See IRS Notice 2014-54 regarding splitting a distribution from a 401(k) that is partly after-tax:

 

https://www.irs.gov/pub/irs-drop/n-14-54.pdf

 

However, instead of doing a rollover of company stock you might want to consider NUA treatment if you qualify and the company stock is highly appreciated.