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Retirement tax questions
Unless your Roth 401(k) investments have lost value, some portion of your Roth 401(k) distribution is taxable. Your code 1B Form 1099-R will have in box 2a the taxable amount of the Roth 401(k) distribution and will have in box 5 the portion that is nontaxable.
‎February 4, 2021
5:57 PM