Roth 401k - Income Tax Return Reporting

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Subject Author Date Roth 401k - Income Tax Return Reporting steve 05-07-2007  Re: Roth 401k - Income Tax Return Reporting Phil Marti 05-08-2007
Posted by steve on May 7, 2007, 1:29 pm Please log in for more thread options Group Is there any income tax reporting that needs to be done for a Roth 401k for tax year 2006. Thanks in advance << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2006) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Phil Marti on May 8, 2007, 1:11 am Please log in for more thread options > Is there any income tax reporting that needs to be > done for a Roth 401k for tax year 2006. 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 << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2006) - All rights reserved. >> << ------------------------------------------------------- >> Similar Threads Posted Very confused about reporting IRA->Roth transactions on Income Tax February 4, 2009, 1:57 pm Roth 401K vs. "Regular" 401K? January 1, 2008, 9:13 pm Reporting Roth IRA June 9, 2008, 2:48 pm Reporting return of principle March 23, 2008, 11:12 am Rollover of Roth 401k into Roth IRA February 11, 2008, 2:17 pm Reporting Excess Roth IRA Contribution on 1040 January 23, 2009, 9:01 pm 401K for W-2 job, plus "individual" 401K for 1099 income ? March 17, 2008, 8:28 pm Pls help me understand cap loss reporting on estate trust tax return October 6, 2008, 3:49 pm 401K vs. Roth 401K November 4, 2008, 4:26 pm Return of a portion of the 401k corrective distribution November 21, 2007, 1:55 am