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apryllamb
Level 2
Feb 8, 2025 7:35 PM UTC
Solved

Does Rollover Count as Distribution

Hi!  I'm in the section of Saver's Credit, and it asks if I received a Distribution and how much.  I don't know how to answer because I received a Distribution, but it was a rollover that went straight from my 401K to my Traditional IRA.  Do I need to enter that? 

Thank you so much!!

Apryl

AnnetteB6Answer
Employee Tax Expert
Feb 8, 2025 7:40 PM UTC

No, you do not need to enter the amount of your distribution from your 401k to a Traditional IRA.  

 

You would only include any taxable distributions that you may have had.  

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2 replies

Employee Tax Expert
AnnetteB6Employee Tax ExpertAnswer
Employee Tax Expert
Feb 8, 2025 7:40 PM UTC

No, you do not need to enter the amount of your distribution from your 401k to a Traditional IRA.  

 

You would only include any taxable distributions that you may have had.  

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    dmertz
    Level 15
    Feb 8, 2025 9:17 PM UTC

    You would also need to include any nontaxable amounts distributed and not rolled over, such as nontaxable amounts distributed from a Roth IRA.

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