Oops! Roth 401K contribution reported in CSS Profile for Tax Deferred RetirementPlans

bethellenk
Thu, 08 Oct 2020 14:05:08 +0000

Thank you. Yes it is a mistake I think. The W-2 contribution code under box 12c is AA which is for a designated Roth 401k plan. So already taxed I believe. This code is not listed on CSS which is why I also think I made a mistake entering in that box. I did include the overall value of 401k retirement plans in our assets correctly.