The desired result is to figure out how much of your contributions to the retirement plan should be taxable. It is determined by using your contributions (after tax, meaning you paid tax on the amount you contributed to the plan while you were working) along with your estimated life and payment amounts. TurboTax will figure that out for you, but you must know if you used any of those contributions on prior tax returns. If this is the first year you received a distribution of your retirement then you would not have used any of your contributions in the past.
The amounts in your CSA-1099R are as follows:
- Box 5 - Employee contributions or insurance premiums
- Box 9b - Total employee contributions
It is not necessarily an incorrect entry on your form and since both boxes are labeled employee contributions it shouldn't make a difference to your tax return as long as you answer all the questions about this form in TurboTax. The following links may be helpful.
If you have more questions please be sure to provide the code in box 7.
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