BillM223
Expert Alumni

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"So 1) 1099-R shows less than $60 in box 5; the other 1099-R shows less than $160"

 

So did you really have such a small amount as the total of your after-tax contributions?

 

What is the distribution code (box 7) for the first 1099-R and then for the second 1099-R?

 

Did you answer for both that you were getting regular distributions from this pension?

 

Did you answer that both of these were qualified plans?

 

"box 1 & 2a have different values on both 1099-R's" does this means that the two box 1s are different from each other, or did you mean that on both 1099-Rs, the box 1 value was different from the box 2a value on the same form?

 

"Well I worked there 32 yrs, so the early years were less than $50, latter yrs, over $300." What was $50 and what was $300?

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