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bfnelson1
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I have 2K left from a Roll-Over for 2021 tax year. since I was only able to rollover 7K for 2021

 
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2 Replies

I have 2K left from a Roll-Over for 2021 tax year. since I was only able to rollover 7K for 2021

What did you roll over from and to?  401K to IRA, etc.   Roll overs or conversions aren't limited.   The 7,000 is probably for new contributions.   A Rollover is not a new contribution.  And what is your question about the 2K left?

I have 2K left from a Roll-Over for 2021 tax year. since I was only able to rollover 7K for 2021

you have only 60 days to complete a Rollover that you are doing yourself.

If you did not roll the entire amount because you misread the law.

you have a distribution and possibly  an early withdrawal penalty.

 

@bfnelson1 

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