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Leen_Dreamer
Level 1
Apr 4, 2023 12:59 AM UTC
Question

pension plan

Is a 100 K roll over from an employer funded Retirment fund into a traditional IRA taxable?

3 replies

Level 15
Bsch4477Level 15
Level 15
Apr 4, 2023 1:13 AM UTC

No. The roll over would not be taxed. 

PattiF
Alumni - Intuit
Apr 4, 2023 1:14 AM UTC

No, this is not a taxable event. It is required to be reported on Line 5a of 1040 but is not included in the taxable amount on line 5b.

 

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VolvoGirl
VolvoGirl
Level 15
Apr 4, 2023 1:17 AM UTC

Did you get a 1099R for it?  What code is in box 7?  Did they take any tax withholding out of it?

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