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

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

bfnelson1 — Tue, 10 Mar 2026 07:28:38 GMT

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

VolvoGirl — Sun, 04 Dec 2022 16:40:24 GMT

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?

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

fanfare — Mon, 05 Dec 2022 03:28:15 GMT

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