Rollovers

[illuminato]

I had pre-tax funds ($22,185.74) in my traditional 401k that I transferred to a traditional IRA and then to a solo 401k. For some reason,  tax software put $22,186 in both field 4a and field 5a.

1099-R forms are near identical.

For trad 401k to trad IRA it looks like:

1 Gross distribution: $22,185.74

Total distribution: X

7 Distribution Code: G

All other filed are empty

And for trad IRA to Solo 401k 1099-R looks like:

1 Gross distribution: $22,185.74

Total distribution: X

7 Distribution Code: G

IRA/SEP/SIMPLE: X

All other filed are empty

Did tax software put those rollovers in the correct places? I thought Box 5a of Form 1040 reports the taxable amount of your distributions but in my case those funds are pre tax.

[Critter-3]

YES ... it is doing it correctly.  You moved the money from a 401K to an IRA  and then from the IRA to the new 401K.  The program is correctly reporting both moves but neither distribution is taxable so lines 4b & 5b should be zeros.