dmertz
Level 15

Retirement tax questions

Yes, this direct rollover from your IRA to your employer plan must be reported, but the $0 in box 2a means that it will be nontaxable.  The amount from box 1 will be included on Form 1040 line 4a but will be excluded from the taxable amount on line 4b.  The word ROLLOVER will appear next to line 4b.

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