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Retirement tax questions
Box 9b is informational only and is optional for the plan to provide whether it knows the amount of employee contributions or not, so lack of an entry in box 9b does not necessarily mean that there were no after-tax contributions. If the plan doesn't know enough to determine the taxable amount of a distribution, there's a good chance that the plan also does not have the information needed to populate box 9b.
‎October 25, 2023
6:23 PM