How do I know how much I contributed to my Roth and traditional 401k accounts

posted

Your 401(k) would be reported by your employer in box 12 on your W-2 with a code "D". It does not get entered anywhere else.

If you mean a Designated Roth (a 401(k) Roth) that would also be in box 12 on your W-2 with a code "AA".

A personal Roth IRA in a bank would be on your bank statements and entered in the IRA contribution section.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Subject: Backdoor IRA. I accidentally put $100 directly in Roth instead of traditional. I recharacterized it to a traditional, then converted back to Roth. How to report?

in Retirement tax questions

Expert does your taxes

Do it yourself

Resources

Support

How do I know how much I contributed to my Roth and traditional 401k accounts