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glp3966
New Member

retirement distributions

How do you choose  which retirement is considered to be a rollover when you left the funds in the same account after rettirement?

 

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3 Replies
MaryK4
Expert Alumni

retirement distributions

A rollover is when you move the funds from one retirement account to another retirement account.  If you left the funds in the same account, there is no rollover.

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retirement distributions

If you left the funds in your company pension account there was no rollover. If you transfer the money to your own IRA that would be a rollover. 

robtm
Level 10

retirement distributions

If you left retirement funds in the same account you had before retirement, it is not a rollover until you move the funds into a new retirement account.

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