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Retirement tax questions
Thank you for your reply. I understand it is "indeed reporting the in-plan roth rollover". However, I never made "direct ROTH contribution through 401k". I do roth in plan conversion for the entire amount of after tax contributions in 401k. Given that, what should be an answer to the following question - Is this 1099-R reporting a rollover of funds from a 401k plan to a "designated ROTH 401k plan"?
‎February 20, 2023
8:02 AM