Personal Investments • In-plan roth rollver for After tax in 401k and Tax form (8606?) reporting

I have an option in my 401k to do In-plan Roth Rollover which I have been using for the last 2 years.
I usually put 3-5k in voluntary after-tax money in my 401k , which then immediately gets rolled over to Roth-401k.

Now, my question is
1. where does this show up in my W2. ?
2. And also, should I get somekind of form from the 401k custodian showing , that I did in-plan roth rollover to my after-tax money?
3. Should this be reported in form 8606 or somekind of other Tax form, in my tax filing?

Thanks

Statistics: Posted by haranoth — Sat Feb 17, 2024 2:11 pm — Replies 0 — Views 12

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