MonikaK1
Employee Tax Expert

Get your taxes done using TurboTax

Since the total withholding you see is about 50% higher than expected for the two Forms 1099-R, check to determine whether one of the forms was entered twice. Return to the entry screens for the Forms 1099-R. Also, double-check any other information returns entered such as W-2s to confirm whether any of them also had withholding.

 

To preview your return in TurboTax Online:

 

  1. Sign in to your TurboTax account
  2. Open or continue your return
  3. Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner)
  4. With the Tax Tools menu open, you can then:
    • Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first)
    • View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu

To preview your return in TurboTax Desktop:

 

  1. With your return open in TurboTax, select Preview from the File menu at the top. (If you don't see "Preview," open your return, not just the program).
  2. In the pop-up window, choose the set of forms you wish to see (all official forms, specific forms, etc.) and select Preview.
  3. Scroll down to view all the forms if you chose to preview multiple forms.

You can also toggle back and forth between the Forms and Step-by-Step views using the icon near the upper right of the screen.

 

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