Roth 401k - Income Tax Return Reporting

May 07, 2007 1 Replies

Group



Is there any income tax reporting that needs to be done for a Roth 401k for tax year 2006.



Thanks in advance



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Contributions: No reporting unless you qualify for the retirement saver's credit. Distributions: Report in accordance with 1099-R instructions. Nonqualified distributions go on Form 8606. Phil Marti Clarksburg, MD

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