It is not clear to me from the OP's comment how many indirect rollovers they have done in the calendar year. I am not sure whether 12-month is tied to calendar year or any contiguous 12-month time range.
Custodian to custodian rollovers (i.e. direct rollovers) are not affected nor count for the once per 12-month IRA rollover rule. Do as many as you want.
Custodian to custodian rollovers (i.e. direct rollovers) are not affected nor count for the once per 12-month IRA rollover rule. Do as many as you want.
Statistics: Posted by livesoft — Sat Jun 22, 2024 7:16 am — Replies 2 — Views 496