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J
j-dale
March 21, 2025
Question

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?

  • March 21, 2025
  • 1 reply
  • 0 views
Shoud I use the EC amount from my wife's 1099-R? Where would I get the plan cost at start date info?

    1 reply

    CatinaT1
    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
      j-daleAuthor
      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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