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Does my 1099-R in Box 5 mean its a Roth contrib. or an ins. premium? I'm in a Thrift Savings Plan. In the past 4 yrs, I've never used Box 5 in my Turbo Tax filings.

Is Box 5 of 1099-R a Roth contrib. or an ins premium? It's too vague and not both.
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Does my 1099-R in Box 5 mean its a Roth contrib. or an ins. premium? I'm in a Thrift Savings Plan. In the past 4 yrs, I've never used Box 5 in my Turbo Tax filings.

If you are doing the TSP it is Roth contribution in box 5.

The medical premium you pay would be on the CSA-1099R not the TSP.

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2 Replies
dmertz
Level 15

Does my 1099-R in Box 5 mean its a Roth contrib. or an ins. premium? I'm in a Thrift Savings Plan. In the past 4 yrs, I've never used Box 5 in my Turbo Tax filings.

What is the code (or codes) in box 7 of the Form 1099-R provided by the payer?
Is the IRA/SEP/SIMPLE box marked?

Does my 1099-R in Box 5 mean its a Roth contrib. or an ins. premium? I'm in a Thrift Savings Plan. In the past 4 yrs, I've never used Box 5 in my Turbo Tax filings.

If you are doing the TSP it is Roth contribution in box 5.

The medical premium you pay would be on the CSA-1099R not the TSP.

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