Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Are there any reporting requirements for a participant who elects Roth deferrals?

0
Posted

Are there any reporting requirements for a participant who elects Roth deferrals?

0

No. The participant is not required to report any additional information with respect to Roth 401(k) or 403(b) contributions. However, a participant rolling over a Roth deferral account into a Roth IRA must keep track of the rollover amounts and the five-year period with respect to the IRA.

What is your question?

*Sadly, we had to bring back ads too. Hopefully more targeted.

Experts123