DanaB27
Expert Alumni

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.

 

 

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