RRadillo
Level 1
03-11-2021
05:13 PM
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He retired in 2018. The 1099-R says CSA. Total contributions from Box 9b is 95,538. None of this has been recovered. I looked at the annuity adjustment letters for the last two years and the box 5 amount is very close (but off by about $120) to the amount he is being charged for a health insurance plan. So it looks like there should be some deduction each year for the basis that is not appearing anywhere.