BillM223
Expert Alumni

Retirement tax questions

Having an entry in boxes 2a or 4 does not mean that the premium was paid before or after tax. Box 4 is just withholding for tax on whatever the taxable income is going to be.

 

Just enter the 1099-R as is.

 

Then check Isabella's answer above (except that for tax year 2019, the pension lines were moved to 4a and 4b on the 1040).

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