US Tax Tools

Mega Backdoor Roth Calculator

After contributing the $24,500 pre-tax/Roth elective deferral, you can contribute after-tax dollars up to the $72,000 total limit — then convert to Roth. Calculate your mega backdoor space.

Your 401(k) Contributions (2026)

Total Contribution Limit

$72,000

Max After-Tax Space

$37,500

After-Tax Remaining

$17,500
Conversion Analysis

Tax on Gains

$480

Gains on after-tax before conversion are ordinary income

Net Roth Conversion

$21,520

After-tax basis + gains − tax

In-plan Roth rollover: 5-year clock starts on conversion date. Each conversion has its own 5-year clock.

Related Calculators

Last updated May 8, 2026 Tax year 2026

Data sources: IRS Notice 2025-67 (401k COLAs), IRC §415(c) total contribution limit, IRC §402A — designated Roth accounts

This tool is general information only, not financial advice.

Reviewed by USTax Tools Editorial Desk

Read our methodology →