Retirement tax questions

@wagilmore 

 

IF you have some 1099-R forms from pensions, or 401ks, 403bs, 457 accounts (but Not for IRAs) , where box 2a was somewhat lower that box 1 , due to after tax contributions  ( But Not if box 2a is blank, or marked "undetermined"

 

See the following post:

Solved: Re: 1099-R Pension Income Box1 & 2a not the same

 

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