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Get your taxes done using TurboTax
Yes, Roth contributions are shown in box 5 of Form 1099-R, in addition to a few other items.
The IRS instructions for preparing this form say:
"Enter the employee's contributions, designated Roth contributions, or insurance premiums that the employee may recover tax free this year (even if they exceed the box 1 amount). The entry in box 5 may include any of the following: (a) designated Roth contributions or contributions actually made on behalf of the employee over the years under the plan that were required to be included in the income of the employee when contributed (after-tax contributions)..."
- IRS instructions for Form 1099-R.
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‎February 21, 2024
5:35 AM