dmertz
Level 15

Retirement tax questions

@jobseeker95479 , the Roth account is not a Roth IRA.  It is a designated Roth account in the 401(k).  Because it is not a Roth IRA, nothing about it is reportable on a Form 5498.  It's only reported with code AA in box 12 of your W-2.

 

Your account statements will say how much is in the traditional 401(k) account and how much is in the Roth 401(k) account, but this information is not anything you need to know for your tax return.