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Author: dsemmler Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76421  
Subject: Rollover Form Question Date: 6/20/2003 5:06 PM
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I am in the process of completing forms to rollover an old 401(k) to my Vanguard IRA. In the section for indicating my distribution options, the choice for a Direct Rollover has a subchoice titled Non-Taxable Distribution.

If I check Non-Taxable Distribution, there are two subchoices for that of Cash or Rollover.

I am a bit confused as to what is meant by Non-Taxable Distribution. My initial thought is to check Direct Rollover, the Non-Taxable Distribution and Rollover. Because this is a 401(k), I assume that would be a non-taxable distribution.

While I sit on hold with the current provider, I wanted to see if anyone could shed some light on this terminology for me.


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