dmertz
Level 15
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The plan is required to report on Form 1099-R any In-plan Roth Rollovers performed during the year.

 

A 401(k) is not an IRA.

 

After-tax contributions to a 401(k) are not reportable on your tax return, except in the section for determining any Retirement Savings Contributions Credit if you qualify for this credit.

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