DavidD66
Expert Alumni

Retirement tax questions

I believe I can resolve you issue, but I need some more information.  Are you trying to report a rollover of after-tax contributions to a 401(k) plan to a Roth IRA?  Is the Form 1099-R you received from the 401(k) or a Traditional IRA?  What is in box 1 and box 2a of your 1099-R?  Are they the same as the amount in Box 5?

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