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How to Read Your 1099R Tax Document

Box 1

This amount represents the total benefits paid to you for the year.

Box 2a

This amount represents the portion of benefits reported in Box 1 that are TAXABLE income.

Box 4

This amount is the total amount of Federal income tax withheld for the year.

Box 5

This amount represents the portion of benefits reported in Box 1 that are NON-TAXABLE income. This amount is NOT insurance premiums paid.


If you need the total amount of health insurance premiums withheld from your monthly benefit checks for the year, please use the amount listed either on your December 1 check stub or your quarterly statement dated November and mailed in December.



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