Hi I know I need to do Form 8606 to report roll over from my individual Traditional IRA to Roth IRA.
But for my Employer Sponsored 401k plan, I have After Tax 401k contribution that I rolled over to Roth 401k, and received a 1099-R. Since they are both 401k, do I need to report this Roll over to IRS for my 2023 taxes? What forms do I need? Are there any special lines I need to fill out on my tax form? How to do that on Turbo tax?
Thank you so much!!! I appreciate any assistance you would kindly guide me in this matter 🙂
