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posted Mar 8, 2024 3:34:12 PM

I have a 1099R and I do not understand what the amount in box 9b is used for?

The 1099 R is for regular monthly distributions from a qualified pension plan, what is box 9b used for?

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1 Best answer
Level 15
Mar 8, 2024 6:09:31 PM

Box 9b. Total Employee Contributions

 

You are not required to enter the total employee contributions or designated Roth contributions in box 9b.

 

However, because this information may be helpful to the recipient, you may choose to report them.

 

If you choose to report the total employee contributions or designated Roth contributions, do not include any amounts recovered tax free in prior years. For a total distribution, report the total employee contributions or designated Roth contributions in box 5 rather than in box 9b.

3 Replies
Level 15
Mar 8, 2024 5:27:16 PM

Enter any amount there to TurboTax and it will take the appropriate action, if applicable.

That's what you're paying for.

 

xcpe@myfairpoint 

Level 15
Mar 8, 2024 6:09:31 PM

Box 9b. Total Employee Contributions

 

You are not required to enter the total employee contributions or designated Roth contributions in box 9b.

 

However, because this information may be helpful to the recipient, you may choose to report them.

 

If you choose to report the total employee contributions or designated Roth contributions, do not include any amounts recovered tax free in prior years. For a total distribution, report the total employee contributions or designated Roth contributions in box 5 rather than in box 9b.

Level 15
Mar 8, 2024 6:24:54 PM

When a distribution from a Roth occurs, your  contributions come into play.

See Form 8606.