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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.

If you need help reporting or accessing Form 1099-R in the TaxAct program, go to our Form 1099-R - Basic Information FAQ.


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


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