How do you choose which retirement is considered to be a rollover when you left the funds in the same account after rettirement?
03807
3 Replies
MaryK4
Expert Alumni
Apr 11, 2023 4:19:53 PM
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.
Bsch4477
Level 15
Apr 11, 2023 4:21:06 PM
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
Apr 11, 2023 4:22:09 PM
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.