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Retirement tax questions
Yes, a distribution from a 401(k) gets included with pension income on Form 1040 lines 5a and 5b. It seems likely that the RMD distribution was reported on a separate code 7 Form 1099-R from the one reporting the rollover (code G for a direct rollover) and, if so, the entire code 7 amount was RMD (meaning it was not eligible for rollover).
ā€ˇFebruary 23, 2022
5:45 AM