WITAXLADY Posted March 21, 2022 Report 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
NECPA in NEBRASKA Posted March 21, 2022 Report 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
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