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Roth Employer Contributions Come with a 1099-R Surprise
Morningstar 
[Guidance Overview] Mar. 10, 2026 "Employers may now allow employees to elect to have fully vested matching and nonelective contributions made to a designated Roth account under a qualified plan, or a Roth SEP IRA or Roth Simple IRA. For tax treatment and income tax purposes, the IRS treats these designated Roth employer contributions as if they were in-plan Roth rollovers ... Because of this reporting treatment, Form 1099-R must be issued for these contributions." MORE >> |
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