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March 8, 2024
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I have a 1099R and I do not understand what the amount in box 9b is used for?

  • March 8, 2024
  • 1 reply
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The 1099 R is for regular monthly distributions from a qualified pension plan, what is box 9b used for?
Best answer by Critter-3

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.

1 reply

fanfare
Employee
March 9, 2024

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

That's what you're paying for.

 

@xcpe@myfairpoint 

Critter-3
Critter-3Answer
March 9, 2024

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.

fanfare
Employee
March 9, 2024

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

See Form 8606.