DanielV01
Expert Alumni

Retirement tax questions

It depends.  If Box 2a = Box 1 minus Box 9B, then you will answer yes because your previously taxed distributions have already been accounted for.  However, if box 2a is either blank or matches box 1, you report no.  The amount of employee after-tax contributions must be reconciled in box 9B to determine the taxable portion of the pension or annuity that you are receiving.

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