topic Re: pension plan in Retirement tax questions

pension plan

Leen_Dreamer — Tue, 24 Feb 2026 06:08:21 GMT

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

Bsch4477 — Tue, 04 Apr 2023 01:13:59 GMT

No. The roll over would not be taxed.

PattiF — Tue, 04 Apr 2023 01:14:54 GMT

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.

VolvoGirl — Tue, 04 Apr 2023 01:17:26 GMT

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