Retirement tax questions

IF it was FROM a traditional, before-tax 401k, and not a ROTH 401k

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If you did enter it properly, you still may need to go thru the follow-up questions after the main form, even with the "G"

 

DO NOT indicate you rolled-transferred to a "Roth"  (there are two follow-up questions about that which are "No" .... unless you did transfer to ROTH).

 

IF you did transfer to an outside ROTH account, then the value in box 2a is taxable income.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*