Retirement tax questions

A rollover/conversion of  after-tax 401(k) money to a Roth IRA is tax free.  Have the 401(k) trustee do a direct rollover to the Roth IRA which should be reported to you with a 1099-R with a code G [typo corrected] in box 7 and the taxable amount in box 2a.   The after-tax contributions should be shown in box 5 and if that is the same amount as the total rollover shown in box 1 then  box 2a should  be zero.

**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.**