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posted Apr 8, 2025 6:16:19 AM

Roth to Roth Rollover

Last year I had a direct rollover from my 457 Roth to my Roth account- my 1099 shows a code for direct rollover. The amount of this rollover is not included as taxable income but is included as part of my AGI? Why I check with IRS and they said it is not supposed to be included in AGI if it’s a direct rollover the same account please help 

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1 Replies
Expert Alumni
Apr 8, 2025 6:22:43 AM

A direct rollover is not included in your AGI.

 

The distribution is reported on line 5a but not on line 5b of your form 1040 and is not included in your AGI on line 11 of form 1040.