JamesG1
Expert Alumni

Retirement tax questions

What 'plan cost' did you report on last year's tax return?

 

Box 9b Total Employee Contributions of the IRS form 1099-R may report the employee's cost in the plan.

 

IRS Instructions for IRS form 1099-R, page 16, reports the following about box 9b Total Employee Contributions:

 

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.

 

@Brillig 

 

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