Take the AARP Smart Driver course and you could save on auto insurance! Sign up today.
by AARP.org, AARP, December 2008
Q: How do I get back the taxes withheld by the plan administrator of my 401(k) when I rolled over a distribution? I rolled over a pension distribution from a former employer to an IRA within the required 60-day period. I rolled over the net amount received, as well as the amount of tax withheld by the employer, in order to avoid any taxation.
A: You will have to wait until you file your tax return to obtain a refund. Any amount withheld by the employer should be included with all other taxes withheld and entered on Line 63 of the 1040. The employer will send you a Form 1099-R that shows the withholding. You would attach a copy of the 1099-R with your W-2s to the tax return.
These questions are actual inquiries submitted by taxpayers to our AARP Tax-Aide Program. The AARP Tax-Aide Program is a volunteer-run, free tax-preparation and assistance program offered to low- and middle-income taxpayers with special attention to people age 60 and older. Our volunteers are trained and IRS-certified to understand individual federal-tax issues. Our volunteers provide tax assistance as a public service and cannot guarantee the accuracy of the information provided.
Please leave your comment below.
You must be logged in to leave a comment.
Get tips and resources to protect yourself from fraud and see the latest scam alerts in your state.
Members save 15% on in-store purchases of frozen yogurt, treats and apparel.
Exclusive program for members from The Hartford.
AARP members receive exclusive member benefits & affect social change.
You are leaving AARP.org and going to the website of our trusted provider. The provider’s terms, conditions and policies apply. Please return to AARP.org to learn more about other benefits.
Your email address is now confirmed.
Manage your email preferences and tell us which topics interest you so that we can prioritize the information you receive.
Explore all that AARP has to offer.
In the next 24 hours, you will receive an email to confirm your subscription to receive emails
related to AARP volunteering. Once you confirm that subscription, you will regularly
receive communications related to AARP volunteering. In the meantime, please feel free
to search for ways to make a difference in your community at