401K Distributions

Hek052283 — Mon, 23 Feb 2026 13:44:54 GMT

I took two 401k distributions in 2022 from two different 401k plans.

For one distribution I chose a cash distribution. 1099R Box 7 shows 7

For one distribution I chose to rollover directly to an existing Roth (And pay taxes) Box 7 shows G

Turbo Tax combined amounts correctly but put them on 1040 Lines 5a and 5b

Shouldn't they be on 1040lines 4a and 4b? Why did they appear on line 5 instead of 5.

( Because they are on Line 5 my state tax return will not recognize the amounts for state tax exclusion.)

Re: 401K Distributions

BillM223 — Fri, 31 Mar 2023 21:53:33 GMT

Lines 5a and 5b are correct. You said that these distributions were from 401(k) plans. Lines 4a and 4b are for IRA distributions. When you see 401(k) plans, think "pensions and annuities".

Some states vary in how they handle IRA and 401(k) distributions. What state are you in?

topic 401K Distributions in Retirement tax questions

401K Distributions

Re: 401K Distributions