- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
No. The 401(k) plan trustee reports that to the IRS with the 1099-R.
IRS Pub 525 page 10 says NOT to include the excess. for a Designated Roth.
https://www.irs.gov/pub/irs-pdf/p525.pdf
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 2, 2020
7:21 PM