JamesG1
Expert Alumni

Retirement tax questions

Do either the 2021 or 2022 1099-R's include a value in box 5 Employee contributions?

 

Do either the 2021 or 2022 1099-R's include Taxable amount not determined checked in box 2b?

 

You may have needed to perform a simplified method computation for a prior year.  If so, someone here will be able to give you directions.

 

@lynbou1 

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