For the backdoor (IRA -> Roth IRA, generally up to $5500 per year) conversion, we need to file Form 8606.

Are there any equivalent forms that must be filed for mega-backdoor (After-tax 401k -> Roth IRA, generally up to $53k minus Pre-tax/Roth 401k contributions per year) conversions?

  • You should consider making a post on how the Mega Backdoor Roth should be reported on a 1099-R, 5498 and 1040 forms. I’m sure I’m not the only one wondering if everything is being reported correctly and if I’m reporting it correctly. – Lavetta Lewis Feb 9 at 23:50

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