dmertz
Level 15

Retirement tax questions

Yes to both questions.  The EasyGuide asks you to enter your Net Rollover Basis from the 401(k).  Your Net Rollover Basis is the amount of after-tax money included in the distribution from the 401(k), NOT the entire amount rolled over.  If you had no after-tax money in the 401(k), you would enter zero as the amount of after-tax basis transferred.