Belgarath Posted July 12, 2010 Posted July 12, 2010 But I'm suffering from brain cramp. I'm certain I saw something about the IRS potentially having an issue with splitting the pre and post tax money, and doing a direct rollover of only the pre-tax - seems like they said you could only do this under the 60 day rule, and not as a direct rollover, or something like that? My search isn't turning it up. Anybody recall this issue, or something similar?
masteff Posted July 12, 2010 Posted July 12, 2010 Special Tax Notice as provided in IRS Notice 2009-68, specifically the part under "SPECIAL RULES AND OPTIONS / If your payment includes after-tax contributions". http://www.irs.gov/pub/irs-drop/n-09-68.pdf Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra
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