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If the taxpayer has rolled over all or a portion of a distribution from a retirement account to another retirement account, the word "ROLLOVER" will print on Form 1040 U.S. Individual Income Tax Return.

If the distribution is from an IRA:

  • The text "ROLLOVER" will print in the left-hand margin by Line 4a.
  • The total distribution will appear on Line 4a.
  • The taxable amount of the distribution will appear on Line 4b.
  • If the total distribution was rolled over, no amount will be reported on Line 4b as taxable.

If the distribution is from a retirement plan other than an IRA:

  • The text "ROLLOVER" will print in the left-hand margin by Line 4a.
  • The total distribution will appear on Line 4a.
  • The taxable amount of the distribution will appear on Line 4b.
  • If the total distribution was rolled over, no amount will be reported on Line 4b as taxable.

To enter or review your Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. entries:

  1. From within your TaxAct return (Online or Desktop), click Federal. On smaller devices, click in the upper left-hand corner, then click Federal.
  2. Click Retirement Plan Income in the Federal Quick Q&A Topics menu to expand, then click IRA, 401(k), and pension plan distributions (Form 1099-R).
  3. Click + Add Form 1099-R to create a new copy of the form or click Edit to review a form already created.
  4. Click Quick Entry to scroll down to answer all applicable questions or click Step-by-Step Guidance to proceed with the program interview questions.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.


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