- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
So I guess you have until October 15th to actually perform the rollover (place funds into an eligible account).
So even if I received the 1099-R on time to file my taxes, if I was due a refund this year (ignoring the 401k distribution for a moment), I could file and note down the distribution, note down the rollover, receive my refund, and not actually have to fund the rollover account until the deadline?
‎February 21, 2020
9:36 AM