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New Member
posted Apr 3, 2020 12:12:08 AM

My deceased father paid contributions noted in box 5 of his 1099R how do I get the money contributed I’m the executor of the estate

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1 Best answer
Level 15
Apr 3, 2020 7:37:30 AM

Box 5 is the portion of Box 2a (or 1) that is reported as not taxable on that form; it is not an amount that you recover as the executor of an estate.

1 Replies
Level 15
Apr 3, 2020 7:37:30 AM

Box 5 is the portion of Box 2a (or 1) that is reported as not taxable on that form; it is not an amount that you recover as the executor of an estate.