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Retirement tax questions
I think you did something illegal. You can't rollover an after-tax 401k (you mean a Roth 401k, right) into a traditional IRA. And the IRA custodian shouldn't have accepted the funds, if they knew what was going on. Any pre-tax 401k could be rolled over into a traditional IRA but an after-tax 401k can only be rolled over into a Roth IRA.
‎January 4, 2024
10:28 AM