- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
‎February 7, 2025
3:00 PM