DanaB27
Expert Alumni

Retirement tax questions

Yes, a rollover from the Roth 401k is added to the "Roth IRA Contributions prior to 2024" amount.

 

Form 8606 line 22 instructions state: "Increase the amount on line 22 by any amount rolled in from a designated Roth, Roth SEP, or Roth SIMPLE account that is treated as investment in the contract."

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