Question

How are Roth employer contributions reported for tax purposes?

Answer

Roth employer contributions are reported on Form 1099‑R, not on Form W‑2, using Code “G” in Box 7, similar to in‑plan Roth conversions.

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We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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