I rolled over a 401K to a standard IRA and received a 1099-R for the transaction.

[andyho3]

I entered this into Turbo Tax but the next questions all related to Roth 401Ks and Roth IRAs. The Gross Distribution appears in my Gross Income on my summary but will it actually appear on my tax form to file?

[macuser_22 · Accepted solution]

A 401(k) rolled into a Traditional IRA with a code "G" first asks if it was Rolled into a Roth 401(k) - answer no,

Then it asks if it was rolled into a Roth IRA - answer no,

Then it asks if you were a Public Safety officer - answer yes or no,

Continue and you are done - it does not ask about a Traditional IRA since if not a Roth, then it *is* a Traditional IRA so asking is not necessary.

It will show as income on the summary screen which shows gross income, not taxable income.
 
The income will be reported on line 16a on the 1040 form with the word “ROLLOVER” next to it if it was a rollover.

The taxable amount will go on line 16b.  In the case of a rollover, that amount will be zero.