DanaB27
Expert Alumni

Get your taxes done using TurboTax

5a shows Pension and Annuity distributions and 4a shows IRA distributions. All distributions taxable and nontaxable have to be reported on your tax return but the amounts shown on lines 4a and 5a have no effect on your Adjusted Gross Income (AGI) or Taxable Income.  You had two "distributions", one rollover from your pension (not taxable), and one conversion from the IRA (taxable), therefore you have entries on both lines. 

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