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Retirement tax questions
I have a similar question. In 2022 I rolled over my Roth 401k into a Roth IRA and I also rolled over my 401k in to Traditional IRA. It looks like I never submitted the 1099-R forms in my 2022 tax filing, although I do have copies of the 1099-R forms on my computer. There are no other contributions in the Roth IRA and Traditional IRA other than what I moved over.
In 2023 I withdrew some funds from my Roth IRA (I am in m 30s btw). This amount is less than what I contributed to my Roth 401k (the number in box 5).
Do I need to amend my 2022 tax forms to include the 1099-R forms from when I rolled over the 401ks? Or can I just enter the amount from box 5 of my 1099-R from the Roth 401k as the "Roth Contributions Prior to 2023" and be done with it?
Thank you
Edit:
For clarity my 2022 1099-R from Roth 401k has Distribution Code H in Box 7 (though this form was not included in 2022 tax return)
My 2023 1099-R from Roth IRA has Distribution Code J in Box 7