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March 25, 2023
Question

Is a 401k rollover to a new 401k considered a distribution from a retirement plan for the Saver's credit?

  • March 25, 2023
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1 reply

March 25, 2023

 No a rollover is not a distribution that you must report for the Saver's credit. 

 

For more information, see Retirement Savings Contributions Credit (Saver’s Credit).