Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Where can I find more information about direct rollovers and plan distributions?

distributions Plan rollovers
0
Posted

Where can I find more information about direct rollovers and plan distributions?

0

Before your plan distribution is paid, your benefits office will provide a written explanation of the special tax rules of which you should be aware. You will also find information about the tax treatment of payments from qualified plans in IRS Publication 575, Pension and Annuity Income, and IRS Publication 590, Individual Retirement Arrangements. Both are available from your local IRS office or by calling 1-800-TAX-FORM.

What is your question?

*Sadly, we had to bring back ads too. Hopefully more targeted.

Experts123