There is really nothing tricky about the transfer and I would suggest the following. First, create a Roth IRA at a custodian such as Fidelity, Vanguard etc. as the receptacle for the funds that are going to be transferred. Next, take a careful look at the amount of money you want to transfer and determine whether it should be done in one lump sum and all of the income taxes attributable to the transfer paid in one year or what you might do is tranfer some now with another transfer in 2017. If the numbers are large enough that you can spread this over a couple years, you may consider it so that it doesn't bump you into a higher tax bracket. If the items are relatively small, try to make the necessary calculations as to how much the transfer will increase this year's taxes so that you're not surprised. In addition, although it's not required, it works best when you can use other funds other than the IRA funds to pay the tax. Once the transfer has been completed, the current custodian holding the 401(k) funds will probably issue a 1099 at the end of the year reporting the distribution as taxable. I hope this helps and good luck in
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