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Question

should I include after-tax 401k assets converted to Roth then subsequently rolled over into my Roth IRA when tracking basis for the Roth IRA?

Forum|Forum|1 year ago
February 21, 2025
1 reply
0 views

turbo tax mentions to only include regular Roth contributions and not IRA conversions but doesn't mention rollovers.

Employee

A rollover from a designated Roth account in the 401(k) to a Roth IRA, if done by direct rollover, would be reported on a code-H Form 1099-R. This addition to your basis in your Roth IRAs should automatically be tracked by TurboTax when you enter this Form 1099-R into TurboTax. Examine TurboTax's IRA Information Worksheet after entering this Form 1099-R.