IsabellaG
Expert Alumni

Retirement tax questions

The only way you will know is through your pension plan. You can check the documents that you have received from the plan, or just ask. There's no way to tell just from looking the form itself.

Designated Roth contributions are elective deferrals that the participant elects to include in gross income, if you had a separate account in a 401(k), 403(b) or governmental 457(b) plan that holds designated Roth contributions.

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