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Get your taxes done using TurboTax
yes, that's correct. I received a separate 1099-R for the after-tax contribution. It lists the $10K in boxes 1 and 5.
1 $10K
2a Taxable amount = $0.00
3 Capital gain = $0.00
4 Federal tax withheld = $0.00
5 Employee contribution = $10K
6 Net realized appreciation = $0
7 Distribution Code = 1
14 State tax withheld = $0.00
May 19, 2024
5:31 PM