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after tax roll over to roth 401k question, thanks!
I received a 1099-R for direct in plan roll over of after tax 401k contribution to Roth 401k in my employer sponsored 401k plan. Do I need to do Form 8606 since it's not individual IRA that I rolled over to, but in plan Roth 401k conversion? Any special forms I need to do? Other than just inputting the info on 1099-R to Turbo tax? Thanks!
March 6, 2024
6:40 PM