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Hoots : What are the appropriate forms to file when using a mega-backdoor? For the backdoor (IRA -> Roth IRA, generally up to 00 per year) conversion, we need to file Form 8606. Are there any equivalent forms that must be filed - freshhoot.com

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What are the appropriate forms to file when using a mega-backdoor?
For the backdoor (IRA -> Roth IRA, generally up to 00 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 k minus Pre-tax/Roth 401k contributions per year) conversions?


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