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New Member
posted Jun 6, 2019 5:47:49 AM

Do I have to report Roth IRA and Roth 401(k) contributions?

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1 Best answer
Expert Alumni
Jun 6, 2019 5:47:51 AM

You do not report your Roth IRA and Roth 401 (k) contributions on your tax return as they are not deductible.

But keep track of these contributions over the years. If you have to make an early withdrawal from your Roth accounts, the contributions are not taxable or subject to early withdrawal penalty.

5 Replies
Expert Alumni
Jun 6, 2019 5:47:51 AM

You do not report your Roth IRA and Roth 401 (k) contributions on your tax return as they are not deductible.

But keep track of these contributions over the years. If you have to make an early withdrawal from your Roth accounts, the contributions are not taxable or subject to early withdrawal penalty.

New Member
Jun 6, 2019 5:47:53 AM

Thank you very much!

Level 1
Jun 6, 2019 5:47:54 AM

If I have a Solo Roth 401K and an Roth IRA and Income from business is 8,000. I have savings outside retirement accounts from previous years of working. My question is can contribute 8,000 to my solo 401K and then 5,500 to my IRA or does solo 401k contributions affect IRA limits? Meaning if I contribute 5,500 to Roth IRA, I can only contribute 2,500 to solo Roth 401K?

Level 15
Jun 6, 2019 5:47:56 AM

But a Roth contribution can perhaps qualify you for the Retirement Savings Credit, so report it anyway.

Level 1
Jun 6, 2019 5:47:57 AM

Talking more from a legality standpoint vs should I report or not.