I contributed (let’s say $100) to after tax 401k and immediately converted it to Roth 401k. I received 1099 R with code G, but forgot to report it to my 2021 tax return.
If it was done correctly, my understanding is $100 should be added to 1040 line 5a, 5b should show $0 as this was after-tax contribution and there was no earning when it was converted to Roth 401K.
It seems I should add $100 to 1040 5a but don’t owe any tax to IRS. In this case, should I amend? If so, should I send a revised 1040?
How about 1040x? Since there is no change in taxable income and other lines, should I also add this form? Thanks!
