Ervin Barham Posted August 26, 1999 Share Posted August 26, 1999 Has anybody had any experience where a participant contributed after-tax voluntary contributions (before 1986) but did not keep records as to his basis. The Employer has not been able to locate the reports during that period. The original recordkeeper exists under another name and records have not been able to be located. Since you can't rollover the voluntary - how do you determine for tax purposes? Any thoughts? Link to comment Share on other sites More sharing options...
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