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Level 2

Solved

A portion of my retirement plan contributions were made after tax. How do I find out how much?

Forum|Forum|7 years ago
June 3, 2019
1 reply
0 views

My husband is a retired Police Officer. We know that a portion of his retirement plan was made with after tax money. How do we find out how much?

TurboTax Deluxe Windows

Best answer by

Most times your plan administrator will keep record of how much of your distribution is simply a return of your after-tax contribution.

This will be noted as the difference between Box 1 (Gross Distribution) and Box 2a (Taxable Amount) on your 1099-R. (See the attached screenshot below. Click to enlarge.)

Here's how to enter your 1099-R:

You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

1. Open (continue) return if you don't already have it open.

2. Inside TurboTax, search for 1099-R or 1099R (lower-case works too) and then click or tap the "Jump to" link in the search results.

3. Answer Yes on the Your 1099-R screen, then click or tap Continue.

· If you land on the Your 1099-R Entries screen instead, click or tap Add Another 1099-R.

4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the onscreen instructions.

A

Anonymous

Answer

Most times your plan administrator will keep record of how much of your distribution is simply a return of your after-tax contribution.

This will be noted as the difference between Box 1 (Gross Distribution) and Box 2a (Taxable Amount) on your 1099-R. (See the attached screenshot below. Click to enlarge.)

Here's how to enter your 1099-R:

You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

1. Open (continue) return if you don't already have it open.

2. Inside TurboTax, search for 1099-R or 1099R (lower-case works too) and then click or tap the "Jump to" link in the search results.

3. Answer Yes on the Your 1099-R screen, then click or tap Continue.

· If you land on the Your 1099-R Entries screen instead, click or tap Add Another 1099-R.

4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the onscreen instructions.

Level 2

In this situation, since I already entered the information, it would have been nice if the question was eliminated. It made me second guess my answer.