Fidelity mixing after tax and pretax 401k
Sep 4, 2020
16 Comments
I am making both after tax (with roth rollover) and pretax contributions to my fidelity 401k. I see a single balance for all my contributions. How does it separate tax free and taxed capital gains in future? Even dividends are being reinvested in the combined account. Is there a way to see what part of my balance is growing tax free and what part is taxed?
comments
I would recommend calling fidelity and check with them, they will be glad to assist.
This thread seems to be in alignment with feasibility too:
Fidelity auto rollover After-tax 401k to Roth IRA (Investments & Money)
https://us.teamblind.com/s/0tHA13a3