pension plan

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

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3 Replies

pension plan

No. The roll over would not be taxed.

pension plan

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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pension plan

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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