TT requests Employee Contributions amt in Bx 3 of my RRB 1099R & for a plan cost at annuity starting date. I'm a spouse beneficiary, that bx is empty on 1099R. Skip?

j-dale · ‎March 21, 2025

Shoud I use the EC amount from my wife's 1099-R? Where would I get the plan cost at start date info?

CatinaT1 · ‎March 26, 2025

No. Report only what is on the 1099, do not add amounts. Did you indicate you are a spouse beneficiary?

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j-dale · ‎March 27, 2025

Thank you so much for the reply. Yes, I marked the line that I am a spouse beneficiary. So, can I ignore TT's request for employee contributions and plan cost at start? Could there be a bug in the program?

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TT requests Employee Contributions amt in Bx 3 of my RRB 1099R & for a plan cost at annuity starting date. I'm a spouse beneficiary, that bx is empty on 1099R. Skip?