Turbo puts my 401K Rollover (to IRA) onto Form 1040 line 4C "PENSIONS & ANNUITIES".

[JayKepps]

Turbo puts my 401K Rollover (to IRA) onto Form 1040 line 4C "PENSIONS & ANNUITIES". Shouldn't it be put on line 4a?

[DoninGA]

The rollover was from a 401(k) retirement plan so the amount rolled over is entered on Line 4c with the word ROLLOVER on the Line for 4d.

[JayKepps]

Thank you.  So a 401-k is classified as an annuity or pension?

[macuser_22]

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@JayKepps wrote:

Thank you.  So a 401-k is classified as an annuity or pension?

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Yes.  A 401(k) per IRS instructions goes on line 4c & 4d.

"Annuities and pensions" is a catch-all for everything that is not an IRA - refer the the 1040 instructions for what goes on lines 4c &4d.

[Lauragooch]

Hello,

this is a great resource! Thank you!

to clarify, I’m looking at my completed 1090 now and I see my husband’s rollover in box 4c and nothing in 4d. That’s correct? It initially worried me because I saw this amount  right under IRA distributions.

 Thank you for your patience:)

[macuser_22]

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@Lauragooch wrote:

Hello,

this is a great resource! Thank you!

to clarify, I’m looking at my completed 1090 now and I see my husband’s rollover in box 4c and nothing in 4d. That’s correct? It initially worried me because I saw this amount  right under IRA distributions.

 Thank you for your patience:)

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Correct.   4c & 4D is for everything that is NOT an IRA.    A rollover is not taxable so 4d should be zero of blank with the word ROLLOVER next to it.