- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Did you transfer it to another 401K account or roll it over to a IRA account? Were any of the accounts ROTH accounts?
And If you look at a summary screen or review screen those will show both the full amounts as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right.
If you rolled it over it should say Rollover to the left of the taxable amount on 4b or 5b.
March 18, 2024
4:07 PM