Hal_Al
Level 15

Education

@toby8myshoe said "Rolled 401k to Trad IRA, Taxes didn't Change but AGI Increased".

 

You AGI (line 11 of form 1040) does not increase nor does your total income (line 9 of form 1040).  The rollover amount goes on line 5a of form 1040 with the notation "rollover".  It does not go on line 5b (taxable amount) and is therefore not added to your other income. 

 

 

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