dmertz
Level 15

Retirement tax questions

Perhaps I misunderstood.  I thought you were referring to line 6 of Form 8606.

 

If line 23 of the IRA Information worksheet includes the same money as does line 34, I suspect that the amount of Roth 401(k) contributions was mistakenly entered when asked how much was contributed to Roth IRAs for years prior to 2024.  A Roth 401(k) is not a Roth IRA.

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