Retirement tax questions

Rollovers are  not taxed.

 

Are you looking at the 1040 line 5b which should be zero with the word "ROLLOVER " next to it?

 

What code is in box 7 on your 1099-R?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**