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Retirement tax questions
@dmertz Thanks for the answer. I don't have an 8606 for any of my 401k rollovers, but for one rollover I see an amount in the 1099-R box5. In the other ones, box 5 is empty. Is there another way to calculate the after-tax contributions to my 401k?
Am I allowed to calculate it based on my records? Or do I need to base it on the 1099-R?
‎January 24, 2023
5:05 PM