I have filed the returns for 2024 and just realized that I missed filling the 1099-R for my post tax mega backdoor roth. Could you please let me know how do I report this on my current filing. Also realized I missed this for year 2023. Need to take care of this both the years.
Could you please suggest how to handle this case?
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To confirm you rolled the after-tax funds into your Roth 401(k)?
If yes , then all you need to do is enter your Form 1099-R and answer the follow-up questions:
Please see How do I amend my federal tax return for a prior year?
If the jump link doesn't work, select the "Wages & Income" tab and then scroll down to "IRA, 401(k), Pension Plan (1099-R)”.
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