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Elect the Roth Employer Match? Watch for This Tax Form
Expert Opinion March 19, 2026 at 01:29 PM
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What You Need To Know
- The Secure 2.0 Act allows employees to elect to have their employer matching contributions made on a Roth basis.
- The IRS views Roth employer matches as though they were in-plan rollovers.
- Form 1099-R will be issued for the year that the employer matching contribution is actually deposited into the account.
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