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Returning Member
posted Feb 2, 2024 2:01:45 PM

Rollover from TSP to Traditional IRA and then to a Roth for NJ state tax only.I have been collecting MRD since 2013 and wish to convert some income to Roth after RMD. I have all the records since 2013 showing the taxzble and non taxable income

0 2 757
2 Replies
Level 15
Feb 2, 2024 2:14:54 PM

2013 is, I believe, the year NJ added the Worksheet C.

 

Do you have a question ?

 

@SStudsal 

Expert Alumni
Feb 5, 2024 9:48:53 AM

Please clarify if you have a specific question regarding a Thrift Savings Plan rollover.

 

Click here for information regarding the Thrift Savings Plan (TSP).

 

Click here for additional information regarding rolling money out of your Thrift Savings Plan.

 

TSP rollover concierge service

Call the ThriftLine and follow the prompts to access the rollover concierge service.

 

A rollover specialist will assist you with each step of the process. They’ll contact the providers who administer the account you’re rolling over to the TSP, complete distribution paperwork on your behalf, and contact you for any signatures needed to finalize the rollover. Then the specialist will ensure that the money you want to roll over enters your TSP account correctly.


If you have a specific question regarding a rollover from your Thrift Savings Plan, please provide additional information about your question.