dmertz
Level 15
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Retirement tax questions

It's odd that only an In-plan Roth Rollover would be performed on only the pre-tax sub-account in the 401(k), but I'll tax your word for it.  The amount shown in box 2a of the Form 1099-R is the taxable amount.  With no after-tax basis included in the IRR (nothing in box 5 of the Form 1099-R), the entire amount is taxable.

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