AmyC
Expert Alumni

Retirement tax questions

It actually makes sense. Once your contribution amount is larger than your distribution, the meter is waiting to see how your distributions compare. If the difference between your contributions and distribution numbers is less that your current distribution, any variety of numbers could be entered without seeing a change.

 

Other contributions - everything you ever contributed

Total distributions - everything you took out

Difference in them is the key to the meter not changing.

 

Otherwise,  the more contributions, the tax basis is lowered and the refund goes up. As the prior distributions go up, the refund goes down.

 

It sounds like you have more contributions than distributions and this distribution is not being affected so your meter is stable. All is well!

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