BillM223
Expert Alumni

Get your taxes done using TurboTax

If are you using the CD/download product you can look at the 1040 on lines 4a and 4b? 4a, at least, should increase by the amount in box 1 of your 1099-R.

 

There are situations in which the amount of tax owed might not change, such as the IRA distribution being a QCD (a specialized charitable contribution), or perhaps by some strange chance, the amount of withholding on the 1099-R exactly equaled the amount of additional tax required by box 1 on the 1099-R.

 

If you are using the Online product, go into your return (i.e., beyond the very first screen), and on the left, click on Tax Tools, then click on Tools below that, then in the center, click on View Tax Summary. Finally, on the left, click on Preview my 1040. Now in the center, you can see your 1040 and Schedules 1, 2, 3, as may be. Again, what is in lines 4a and 4b on the 1040?

 

Let us know what you see.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post