dmertz
Level 15

Retirement tax questions

The answer to the original question is, "it depends."  If the amount rolled over to the Roth IRA was no more than the amount shown in box 5 of the Form 1099-R, no part of these distributions from the traditional account in the 401(k) is taxable.  Otherwise, any amount rolled over to the Roth IRA in excess of the amount in box 5 is taxable.