qbteachmt
Level 15

"Kind of a jerk response, but whatever."

Kind of a jerk question, to update someone else's topic from a different tax year, but...whatever.

"Not asking about the regulations around doing. nor was the original post."

Well, another reason not to update someone else's topic is when your question is different. Yes, part of the title has to do with repaying to an IRA, which is not allowed, as already replied:

"2. Can I roll over the outstanding loan balance from my retirement plan into an IRA?

IRAs (including SEP-IRAs) do not permit loans. If this transaction was attempted, the the IRA could be disqualified."

And the repayment to a new employer plan also needs to be allowed, and that is the other part of the title and another part of the reply already here.

"the actual "clicks" of where to put the indirect rollover"

Did you google it:

proconnect 1099-r rollover

Expand the subitems here:

https://accountants.intuit.com/support/en-us/help-article/retirement-benefits/common-questions-form-...

It helps to read the replies and do your own research first, to see if the answers are already provided.

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