Pixy,Isn't is also important to keep records of "after-tax" money for when withdrawals are taken later ? The only record I have is from my 401(k) plan where they show the exact amount of after tax money being rolled over to an IRA. The IRA told me they won't distinguish after-tax money on the 5498 form. It will all be tallied as a rollover.Since this is a new ruling in 2002 I wondered why this "after-tax" money couldn't be rolled into a Roth since taxes were already payed. The only answer I've been able to get is that you can't go directly to a Roth, you have to go to an IRA. OK, so if the "after tax" money is in an IRA can I easily roll it into my Roth ?Michelle
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