Did you make after-tax contributions to a 401(k), 403(b), or 457(b) plan? Answer yes because of RIP in 2021 (earnings from after-tax money taxable) regarding 1099-R?

jeahn94 · ‎February 12, 2022

I have 1099-R to report and I wonder the question from TurboTax is referring to Box5, Employee contribution, which is my after-tax contributions in the previous years. Thanks for the help in advance.

DanaB27 · ‎February 12, 2022

Yes, this question is referring to if you made after-tax contributions to your 401k. Yes, box 5 shows the employee’s investment in the contract (after-tax contributions).

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Did you make after-tax contributions to a 401(k), 403(b), or 457(b) plan? Answer yes because of RIP in 2021 (earnings from after-tax money taxable) regarding 1099-R?