Form 9b 2025

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Form 8960, Line 9b = total state 20xx tax payments * federal NII (Form 8960 line 8) / Federal AGI (Form 1040 line 38)
9b Total Employee contributions Amount of a members accounts previously taxed contributions remaining for Simplified Method exclusion. Each year the amount is reduced by the value of excludable contributions disbursed.
Code B: Designated Roth account distribution. Use Code B for a distribution from a designated Roth account.
Box 7 - Distribution code(s) shows the distribution code. See here for the meaning of the different codes. Box 7 - IRA/SEP/SIMPLE check box will be checked if the distribution is from and IRA, SEP, or SIMPLE plan. Box 8 - Other shows the value of any annuity contract that was part of the distribution.
PBGC reports the amount of your pension income to the Internal Revenue Service on Form 1099-R. PBGC also sends you a copy with instructions to assist you with your taxes. Your benefit from PBGC may be taxable, depending on your individual circumstances.
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