I contributed various amounts to employer sponsored post-tax 401k plan and converted those to Roth instantly at contribution. However, I realized that I have not filed 1099-R for years 2020, 2021, 2022, 2023. I have now those downloaded from Fidelity website. How do I file amendments?
Since these were post-tax contributions, I dont expect any tax liabilities. But I want to ensure IRS has this info now, so at withdrawal time, I don't have a contention on taxes. All my filings were via TT.
How do I file 1099-R amendment for 2020, 2021, 2022, 2023 for post-tax 401k rollover to Roth?