Box 5 on Form 1099-R?


A

AES

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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