SamS1
Expert Alumni

Retirement tax questions

You must have been contributing to a Roth 401K.  There should be an amount in box 5 also.  This would be be your after tax contributions to the plan.  The amount in box 5 plus box 2a should equal the gross distribution in box 1.  If you do not see an amount in box 5, contact our plan administrator to get a corrected 1099R.