- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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).
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎January 28, 2020
1:17 PM