czrunner1
Returning Member

Retirement tax questions

Thank you for your response.  I also couldn't find the amount from box 5 anywhere else in the (previous year) tax return.  I thought that perhaps it could have affected the non-taxable amount of the annuity, but that doesn't seem to be the case.  Do you know where the difference between the gross distribution in box 1 and and taxable amount in box 2a come from? I suspect that it may somehow be related to the Total Employee Contribution in box 9b.