JohnB5677
Expert Alumni

Retirement tax questions

Do not include the rollover as an IRA contribution.

 

You should have received a 1099-R for the full amount you withdrew from your 401(k).  This initially is taxable if you did nothing else with it. 

 

However, you rolled all of it (I presume) into a traditional IRA.  This maintains the non-taxable status.

 

As you went through the interview to post the 1099-R it would have asked "What did you do with the money?".  It sounds like you correctly answered that you rolled it into another retirement account. 

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