MarilynG1
Employee Tax Expert

Get your taxes done using TurboTax

Since your Box 5 is the same amount as Box 1, this would indicate that after-tax funds were used for your Roth, so it would not be taxable in that case. 

 

If you think your 1099-R is incorrect, you can reach out to the Payer  for clarification. 

 

 

@JSREDR 

 

 

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