Retirement tax questions

@bberth 

You'll likely need to ask the new employer's 401k Administrator whether it ALL went just into the 401k,  or part into the 401k and part into the 401k ROTH .  Might be in his account statements for 2023....especially the first month's statement after transferring in the $$ it might be obvious, but asking is safer.

 

Just because their regular contributions go 50-50 doesn't mean the rollover went in that way.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*