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jimandtoni
Level 2
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  • Line 5a on form 1040 shows the entire amount of the roll over and line 5b shows 0
    jimandtoni
    2
    Updated Feb 02, 2022
  • I didnt take the money it was directly rolled over to Etrade. box 7 has a G in it. I nust be doing something wrong because it did not ask me about a qualified p...
    jimandtoni
    4
    Updated Feb 02, 2022
  • I didnt take a distribution, the 401k was from the company i retired from so I could have left it there forever but i rolled it over to Etrade. If thats what's ...
    jimandtoni
    6
    Updated Feb 02, 2022
  • But it's showing what I got from the annuity for the year and all the money from the rollover 401k as a total so my tax bill is shot up.
    jimandtoni
    8
    Updated Feb 02, 2022
  • I did receive 2 1099Rs one from venerable annuity that i receive the monthly payments from and one from vanguard that I rolled the 104k out of. I rolled over th...
    jimandtoni
    10
    Updated Feb 02, 2022
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