ncet
Returning Member

Get your taxes done using TurboTax

Thank you.

 

## This doesn't work even though it is automatic after-tax contribution rollover into a designated Roth 401(k) account within the 401k plan.

Yes. the money rolled over to a designated Roth 401(k) or Roth 403(b) account.

Yes. I made after-tax contributions to a Roth 401(k) or Roth 403(b) or governmental 457(b) plan.

 

 

## This WORKS. 1040 5b will now show "rollover".

No. the money didn't rolled over to a designated Roth 401(k) or Roth 403(b) account.

No, this money wasn't rolled over to a Roth IRA account.

## BUT, in form 1099-R Additional Distribution Information -> Rollovers, Roth Conversions, Roth Rollovers, and Recharacterizations: The amount is shown in B4 "Amount of this distribution that may be rolled or converted to a Roth IRA" ... kinda confusing, Isn't this IRR (B7) since box 7 code is "G"?