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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:
- Sign in to your TurboTax account
- Open or continue your return
- Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner)
- 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:
- 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).
- In the pop-up window, choose the set of forms you wish to see (all official forms, specific forms, etc.) and select Preview.
- 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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‎January 27, 2023
8:44 AM