Hello again,
I wasn't saying the $400 in Box 5 is incorrect. The $ looks reasonable per my 401K statement and your comment re: taxable earnings on top of the after-tax contributions. I am trying to understand what the instruction under “EasyGuide”, “Transfer From Employer Plans” screen input tells me to do - “subtract the nontaxable portion of any withdrawals you took from the IRA after the rollover but before 2023”,
to come up with the “Net Rollover Basis From Employer Retirement Plans”. What would I subtract the nontaxable portion of withdrawals from? Just want to find out in case I misunderstood or missed something in the process. Thank you.
