Most times your plan administrator will keep record of how much of your distribution is simply a return of your after-tax contribution.
This will be noted as the difference between Box 1 (Gross Distribution) and Box 2a (Taxable Amount) on your 1099-R. (See the attached screenshot below. Click to enlarge.)
Here's how to enter your 1099-R:
You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:
1. Open (continue) return if you don't already have it open.
2. Inside TurboTax, search for 1099-R or 1099R (lower-case works too) and then click or tap the "Jump to" link in the search results.
3. Answer Yes on the Your 1099-R screen, then click or tap Continue.
· If you land on the Your 1099-R Entries screen instead, click or tap Add Another 1099-R.
4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the onscreen instructions.
