The plan cost is any money your contributed that you already paid tax on at the time of contribution. The meaning behind the questions is to eliminate paying tax on your after tax contributions (money you invested that you already paid tax on when it was contributed.
- If you don't know and the plan administrator cannot tell you then you will enter zero.
Tax-free amount already recovered is the amount of that same contribution that was already recovered (not taxed) in the distributions from prior years.
- If you don't know and the plan administrator cannot tell you then you will enter zero.
Please update if you have more questions. StreamTrain information is helpful for you as well.
@DanaJW
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