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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?

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    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
  • This question, which is answered, covers two out of three IRA Backdoor Conversion, Tax Filing 1040, 8606 and 1099R – Ellie Kesselman Jun 9 at 8:07
  • @EllieKesselman: The fact that the forms are the same doesn't mean that how to fill them out in an entirely different scenario is covered (and yes, it is an entirely different scenario -- there's no IRA contribution, there is a rollover into an IRA, etc) – Ben Voigt Jul 21 at 3:46

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