dmertz
Level 15

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).