- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
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.*
‎April 7, 2024
4:47 PM