Form 1099-R (Retirement) Distributions

If a taxpayer has made after-tax contributions to his/her retirement account, their taxable amount (Box 2a) should be less than the Gross distribution (Box 1). The after-tax contributions will be shown in Box 9b.

In order to compute the Taxable amount, use the Annuity Calculator on the Colorado TaxAide website. Be sure to enter the amount from 1099-R Box 9b into the Total annuity contributions field in the calculator.

Always check the boxes in Form 1099-R Boxes 2b and 7 (circled in blue in the form above) to see if they are checked. If any of them are checked, the corresponding boxes in the TaxSlayer page must also be checked.