Personal Finance and Investing

progree

(11,834 posts)

9. I had a 401K with both before tax and after tax parts

Mon Feb 4, 2019, 04:09 PM

Feb 2019

It was sooooooooooo long ago. When I rolled it over to Vanguard -- I think my former employer (NSP) simply sent me a check for the after-tax part. And I put it in my regular (non-IRA) checking account.

The rest of my 401K (all before-tax stuff) got rolled over into a "Rollover IRA" at Vanguard. I don't know why it isn't just considered a plain old ordinary Traditional IRA ... That's how I (and my tax preparer) have been treating it... SHEESH! Lots of new questions come to mind in this thread, erk.

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I just now started my return on TurboTax [View all] question everything Feb 2019 OP

What is the cost to use Turbo and is it online or do you install it? CurtEastPoint Feb 2019 #1

Online. Price depends on the program how simple or complicated your return is question everything Feb 2019 #2

I get it for free online via my credit union. forgotmylogin Feb 2019 #10

"Taxable Amount not determined" progree Feb 2019 #3

Form 8606. Oh yes question everything Feb 2019 #6

I had a 401K with both before tax and after tax parts progree Feb 2019 #9

"Taxable Amount Not Determined" StatGirl Feb 2019 #4

Contributions to a traditional IRA that were made with after-tax dollars are also not taxable progree Feb 2019 #5

That makes sense StatGirl Feb 2019 #7

I think it has to be prorated over all traditional IRAs progree Feb 2019 #8