Retirement tax questions

It should show the taxable amount in box 2a which should be the box 1 amount minus box 5.  If it was all taxable then box 2a will be the same as box 1.

 

Answer the 1099-R interview questions that it was roiled to a 401(K) Roth.  It will go on the 1040 form line 5a and 5b for the taxable amount.

 

**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.**