Do I need to include my 401 K gross distribution amount on my return if it was rolled over into an existing IRA?

[DJM52]

I retired last June and received a distribution from my 401K which was rolled over into my existing IRA.  I received  a 1099-R which shows the distribution and $0 taxable amount.  Does this need to be included on my tax return?

[MayaD · Accepted solution]

Yes. Report the form on your return.

This rollover transaction isn't taxable, but it is reportable on your federal tax return. IRS.GOV

[DJM52]

Thank you Maya