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Question about 1099 R
In 2025 I transferred a lump sum from my AFTER TAX 401(k) account to my Roth 401(k) account (my plan permits pre-tax and AFTER TAX contributions). I just received the 1099 R and it seems incorrect. There is nothing on the form that indicates these funds were after tax. It's treating the funds as if it originated from a traditional pre-tax account. There is a G in Box 7.
yesterday