On the CSA-1099-R, box 9b is reporting the amount of after-tax contributions that you still have left in your plan (i.e., has not been "recovered" by you yet).
Just to confirm, box 2a (Taxable amount) is blank? Odd, if they are tracking your contributions, they could have calculated the taxable amount of the distribution for you.
Well, when you are making the entries for the Simplified Method, if you know the original start date and plan cost, then enter them for the Simplified Method, and enter the difference between the original plan cost and the value in 9b for the tax-free amount previously recovered.
Make sense?
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
