SharonD007
Expert Alumni

Retirement tax questions

If you are referring to Line 5a of your Form 1040 (as shown below, highlighted in yellow), that is where your retirement distribution from a 401k is reported. If you rolled it over into another retirement plan, you would see the word ROLLOVER as shown below. Pension and annuity payments entered on line 5a may include distributions from 401(k), 403(b), and 457(b) plans. If your distribution were from a Traditional or Roth IRA, you would see it on lines 4a and 4b.

 

Please see IRS 1040 Instructions for further details.

 

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