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I'm still working and I have a roth-401k and a traditional-401k through my employer.
In 2018, I made an In-Service Withdrawal from my company plan to my roth-IRA and traditional-IRA that I have at a brokerage. There was no taxable event, since the money was just transferred.
Do either of these have to be reported on my taxes?
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These distributions from traditional and Roth accounts in a 401(k) are always reportable. Your 401(k) plan is required to have provided to you by January 31, 2019 a separate Form 1099-R for each of these distributions which must be reported on your tax return.
These distributions from traditional and Roth accounts in a 401(k) are always reportable. Your 401(k) plan is required to have provided to you by January 31, 2019 a separate Form 1099-R for each of these distributions which must be reported on your tax return.
[sorry wrong answer - removed]
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