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Get your taxes done using TurboTax
I'm sorry but we tax specialists won't be able to help if there are made-up numbers on the 1099-R that the plan administrator doesn't know what they are.
OK, health insurance premiums would normally go in box 5, as you would suspect. However, since there is already a number in box 5, I would not want to overwrite a number on the form if I didn't know what it was.
Since I don't have a crystal ball, could I ask you to call the plan administrator again and ask what is the value in box 5:
1. employee's contributions, <- these are after-tax contributions to your pension plan.
2. designated Roth account contributions, or
3. health insurance premiums
Maybe the people you are talking to know what they put in box 5, and we can back into what to do with the unnumbered "box".
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