WITAXLADY Posted March 21, 2022 Report Share Posted March 21, 2022 Box 5 lists $4,000 (non-taxable or Roth contribution) but box 1 and 2a as the same so the Gross and taxable are not different for the non taxable portion in box 5 Do I need to subtract the difference? Or assume the 1099-R is correct and box 5 is already taken out of the gross box 1? just wondering.. D Quote Link to comment Share on other sites More sharing options...
NECPA in NEBRASKA Posted March 21, 2022 Report Share Posted March 21, 2022 What's the code in box 7 and is this an IRA distribution or something else? I normally see box 5 filled out for employer pensions. Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.