rbynaker
Level 14
02-21-2022
04:12 PM
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I've seen this for in-plan Roth conversions of after-tax 401(k) contributions. These are popular in big tech companies and sometimes called a "Mega-Backdoor Roth Conversion".
I believe to get this to work right in ProSeries I had to split the amounts out and pretend I had two 1099-R forms (one for basis, one for earnings).
Rick