plp2
Level 1

Retirement tax questions

dmertz - I so appreciate your help.  This is the first year I am claiming pension payments.  Box 1 and box 2a are the same amount on my 1099-R.  It sounds like I need to indicate "I made no after tax contributions."  That may be where I went wrong.  I will delete the 1099-R and re-enter using your advise. Thanks again!!  plp2