@mklem9 wrote:
Thanks for your question. The bank just told me on the phone that there was a pre-tax and a post-tax portion to the 403B (I thought it had all been pre-tax but apparently was wrong). The post-tax went to the Roth, and the pre-tax to the traditional. However, they only gave me one 1099-R, with the combined amount (both Roth and traditional) under gross distribution, and with the taxable amount listed as 0.
What code is in box 7?
What is in box 5?
What is on box 2a?
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
