Roth 457(b) direct rollover to Roth IRA
Should the earnings on 457(b) Roth Contributions be coded as taxable on a 1099 when the entire balance of Roth contributions and earnings are rolled directly over to a Roth IRA when the 457(b) plan has not been in existence for over 5 years?
Submitted by MB on Thu, 2024-03-14 15:15