Bank Statement Converter for Pension Rollovers

Rolling a pension or old 401(k) into an IRA needs a clean paper trail, especially with an indirect rollover where funds pass through your bank account and must be redeposited within 60 days. Convert your PDF bank statements to Excel so you can document the withdrawal and redeposit dates clearly, avoiding an unintended taxable distribution.

Key Benefits

• Document the 60-day window for an indirect rollover
• Confirm withdrawal and redeposit dates match
• Avoid an unintended taxable distribution
• Export Excel for your tax preparer or financial advisor
• Free, no account required — files deleted after conversion

How It Works

1. Step 1: Download the statement showing the rollover transaction
2. Step 2: Upload each PDF to Bank Statement Converter
3. Step 3: Select Excel or CSV output
4. Step 4: Confirm the withdrawal and redeposit dates

Frequently Asked Questions

Why does the 60-day rollover window matter?

If you don't redeposit the full amount into a qualifying account within 60 days, the IRS can treat it as a taxable distribution, possibly with an early withdrawal penalty.

How do converted statements help prove timing?

An Excel export with clear transaction dates lets you and your tax preparer confirm the rollover was completed within the required window if the IRS ever asks.

Convert a Statement Free