- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
1. No you do not need to enter your after-tax 401(k) contributions on your 2023 tax return.
2. Since you moved the funds in 2024 you will report it on your 2024 tax return. You will get a 2024 Form 1099-R and enter it on your 2024 tax return.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 26, 2024
11:41 AM