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Retirement tax questions
Box 9b. Total Employee Contributions
You are not required to enter the total employee contributions or designated Roth contributions in box 9b.
However, because this information may be helpful to the recipient, you may choose to report them.
If you choose to report the total employee contributions or designated Roth contributions, do not include any amounts recovered tax free in prior years. For a total distribution, report the total employee contributions or designated Roth contributions in box 5 rather than in box 9b.
March 8, 2024
6:09 PM