ReneV4
Employee Tax Expert

Get your taxes done using TurboTax

If the box is not checked after attempts to report it as a rollover, don't worry because the IRS is looking for matching amounts, so the important thing is to verify that your entriew were reported properly. If they are, your return is compliant, even without the box checked.

 

Line 5a should show your Gross Distribution and 5b should show zero (0) for the after-tax portion. If Line 5b is zero, your return is mathematically correct and satisfies the reporting requirements.

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