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IRA-to-IRA Rollovers

Welcome to the 2018 Tax Center

Chase provides you with tax forms, statements and important information to help you prepare for tax season. The information below lets you know when you can expect to receive required tax forms for your investment, deposit and mortgage accounts, as well as other important information you may need to prepare your 2018 tax returns.

Some tax forms are available on the "Tax Documents" page. Sign in to access your forms.

 

The Internal Revenue Service only allows you to make one IRA-to-IRA rollover during a 12-month period. Effective January 1, 2015, this new limit applies on an aggregate basis across all of your IRAs. Before this, you were allowed one IRA-to-IRA rollover in a 12-month period for each IRA you owned. This change won’t affect your ability to transfer funds from one IRA trustee or custodian directly to another. Please visit www.irs.gov for more information.

We suggest that you contact your legal and tax advisors. We do not provide legal or tax advice.