Tag: Mega

How To Report 2024 Mega Backdoor Roth In H&R Block (Up to date)

[Updated on January 29, 2025 with screenshots from H&R Block Deluxe downloaded software for the 2024 tax year.] A Mega Backdoor Roth is completely different from a daily Backdoor Roth. It’s carried out by making non-Roth after-tax contributions to a 401k-type plan earlier than transferring it to the Roth account inside the 401k-type plan or