Box 5 on Form 1099-R?

Apr 12, 2008 0 Replies

I've received three Form 1099-Rs for mandatory minimum withdrawals (age



70+) from my TIAA-CREF IRAs.

Two are small, and check out OK against quarterly statements.



But the gross amount (Box 1) for the third and much the largest withdrawal differs by $99 from the withdrawal amount shown in the relevant 2007 quarterly statement from TIAA-CREF -- and has an entry for $317 in Box 5, "Employee contributions/ Designated Roth contributions or insurance premiums".



I can't find anything in my quarterly statements explaining either of these amounts, so things don't seem to quite add up here. What's Box 5 all about?


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