IRS
Treasury, IRS issue guidance on rollovers between retirement plans and individual retirement accounts
Published August 12, 2026 · Synced 8/22/2026
IR-2026-91, Aug. 12, 2026 — The Department of the Treasury and the Internal Revenue Service today provided guidance to simplify and standardize the rollover process by issuing sample forms for direct rollovers to or from a retirement plan, as required under the SECURE 2.0 Act section 324.
IR-2026-91, Aug. 12, 2026 — The Department of the Treasury and the Internal Revenue Service today provided guidance to simplify and standardize the rollover process by issuing sample forms for direct rollovers to or from a retirement plan, as required under the SECURE 2.0 Act section 324.
Read the official IRS source ↗
Want to know if this affects your situation?
Sign in on a Plus or Pro plan to get a personalized impact analysis against your open case.
Sign in →