turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Need to report After Tax 401k Roll over to Roth 401k?

Hi, my employer's 401k plan allows me to directly roll over After Tax 401k contribution into Roth 401k. I received a 1099R and entered the info into Turbo Tax, but no 8606 form was generated.

 

Is it because don't need to report direct in plan 401k rollover to IRS?

 

I do see a 8606 Form generated for my personal  individual Traditional IRA rollover to Roth IRA though. So do I only need to report IRA roll over (and not 401k rollover) to IRS?

 

Don't want to make a mistake doing my taxes on Turbo Tax. Would anyone kindly help me? Thanks so much!!!

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
DanaB27
Expert Alumni

Need to report After Tax 401k Roll over to Roth 401k?

Form 8606 isn't create for a 401(k) to Roth 401(k) conversion. Please see Who Must File Form 8606 for additional details.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies