Level 15
02-05-2023
10:09 AM
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here is a link for rollover chart. https://www.irs.gov/pub/irs-tege/rollover_chart.pdf.
The one-per year limit does not apply to:
- rollovers from traditional IRAs to Roth IRAs (conversions)
- trustee-to-trustee transfers to another IRA
- IRA-to-plan rollovers
- plan-to-IRA rollovers
- plan-to-plan rollovers,