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Retirement tax questions
I have this problem, too. A 401k contained both pre tax and after tax funds, so was rolled over into two accounts, an IRA and a ROTH IRA.
So, you're saying I need to pretend I have two forms. One is the part of the 401k that rolled over into an IRA, and one is the part that rolled into a ROTH IRA? That will not raise any flags with the IRS?
March 8, 2020
10:01 PM