Retirement tax questions

A 401(k)code G goes on line 5.   The taxable amount if any would be in box 2a and your after-tax contributions should be in box 5.   That will have no affect on any existing Roth IRA other then moving the new money to it.

 

**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.**