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Retirement tax questions
Entering the Form 1099-R and indicating that you rolled it over to a Roth 401(k) is all you need to do with regard to this transaction.
There is no such thing as recharacterization of 401(k) contributions. Nothing changes with regard to the amount you contributed to the traditional account or the employer's matching contribution.
March 2, 2021
4:57 AM
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