Thanks for the info - can you please confirm that the procedure the original poster notes is also called an "in plan roth conversion" ?
Basically, if I contribute after tax contributions to my 401k and then in plan convert them, the procedure for entering the 1099 R is the same as noted above. I note the after tax money shows up in my 401k statement as a line item called "in plan roth after tax" Since it's in the 401K i'm assuming this is the same as a "roth 401K" so answering yes to the 2 questions noted above is "yes" right?
I think it's the same but could use a second check on the terminology - thanks so much !
