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Level 1
posted Mar 15, 2024 1:01:50 PM

If I rolled over my work IRA to a personal IRA after retirement,is that considered a Contribution ?

form 1099-R has Total Distribution checked

0 2 1221
2 Replies
Expert Alumni
Mar 15, 2024 1:05:22 PM

It is a distribution. If you put the distribution into the other IRA within 60 days, it is considered a rollover. It is not a contribution to the new IRA.

 

In any case, it is a non-taxable event.

Level 15
Mar 15, 2024 1:06:07 PM

No, the rollover from one tax deferred retirement plan to another tax deferred retirement plan is not a contribution.