LJ315
New Member

Retirement tax questions

What if it is the opposite situation, and it is a trustee-to-trustee direct rollover from a traditional IRA to a 401k? Should the entry be under 4a/4b IRA or 5a/5b Pension and annuities? 

 

I have a direct rollover IRA to 401k, and it is showing up under the 5a/5b section is that correct?