Reply To: Which line on Form 1040 to enter amount of 403(b) => Roth IRA?

Home Fairmark Forum Retirement Savings and Benefits Which line on Form 1040 to enter amount of 403(b) => Roth IRA? Reply To: Which line on Form 1040 to enter amount of 403(b) => Roth IRA?

#76363
Alan S.
Participant

1) No additional form needed – report the 1099R on line 5a of Form 1040 with the taxable amount on 5b. Enter “rollover” next to 5b.

2) No. Determination of your MAGI for Roth contribution purposes does not count this Roth rollover. It is subtracted from your AGI for Roth regular contribution purposes.