dmertz
Level 15

Retirement tax questions

Both of the rollovers from the 401(k) in 2022 were nontaxable, so there probably isn't much reason to amend the 2022 tax return at this point.  I would just enter as "Roth Contributions Prior to 2023" the amount from box 5 of the 2022 Form 1099-R that reports the distribution from the Roth 401k and be done with it.