dmertz
Level 15

Retirement tax questions

The amount of your rollover from the Roth 401(k) to the Roth IRA that was contribution basis in your Roth 401(k) and became part of your contribution basis in your Roth IRA should have been shown in box 5 of the 2014 Form 1099-R that reported the distribution from the Roth 401(k).