unicorn1988
Returning Member

Retirement tax questions

My backdoor didn't work because my 401k wasn't maxed out... But I already rolled over the after-tax 401k to Roth IRA, will I pay tax or penalty by withdrawing the mistaken backdoor Roth IRA?  Since the backdoor Roth IRA didn't work, is it correct that my 1099Rs are shown in line 5 (Pensions and annuities) in 1040 instead of line 4? Thanks for your help!