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Retirement tax questions
"I thought that the Roth 401K would have contributions, conversions/rollovers, and earnings for a general case."
Correct. Basis in contributions, basis in In-plan Roth Rollovers, and earnings. Your basis in your designated Roth account in the 401(k) comes entirely from the IRRs and everything else in the account is earnings.
‎October 14, 2024
6:00 AM