AGI reflects a direct rollover. This affects my bottom line which could keep me from certain medical programs.

[RHT1]

I received a 100-R for the total of a 401K rollover to an IRA. 

Box 1 shows the Gross Distribution.  Box 2a is zero and Box 2b shows checked for TOTAL DISTRIBUTION.  Box 7 shows G.

Why does my AGI show this amount included in my bottom line?  If a medical provided program requires a maximum AGI of a certain amount this rollover will greatly increase my AGI to exclude me from the medical program.  How can my AGI not include this rollover? 

RHT1

[VolvoGirl]

It shouldn't be in your AGI.  Check 1040 line 5b for any taxable amount.  Code G is direct rollover and not taxable.   You might need to delete the 1099R and re enter it.  That may clear something out.  You might have answered a question wrong.  Did you roll it to a ROTH IRA?

If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right. Before filing you can preview the 1040 or print the whole return  

[RHT1]

Thanks for the reply. 

I was indeed looking at the REVIEW area of our AGI and not the form 1040 line 5b.

Line 5b does show an amount but that is because 5b has the total of dollars combined from all our disbursed accounts.  We rolled over only three accounts from 401Ks to IRAs and when subtracting the three accounts from 5b the numbers are correct and do not reflect being taxed dollars.

Thanks again for pointing me to line 5b.

RHT1