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Retirement tax questions
Thanks for your response. I would like to make a clarification. When I rolled over my 401K into a Rollover IRA, I hadn't tracked my after tax contributions to the401K-so I didn't include them in my Form 8606 computations when I started my MRDs in 2015. This year I found the documents from my 401K employer that give me this number. Since I believe you should not be taxed on the same income twice, I would like to think there is some way I should be able to recover the after tax contribution based basis when filing my 2021 taxes even though I understand I cannot amend my 2015 and 2016 returns. Any suggestions?
March 10, 2022
12:20 PM