Retirement tax questions

@sdg638 

 

IF you have a value in box 2a of that 1099-R, that is somewhat lower than box 1 due to after-tax contributions you made to the plan  (but 2a is not blank, and not zero).  You probably need to answer one of the follow-up questions differently.

 

ON THE PAGE SHOWN BELOW...answer YES and box 2a will be used:

(TTX Has TOTAALLY Messed up the question that was correct last year...but fouled up this year)

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1099R_Box2a_2025text.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*