Retirement tax questions

If you had received a Form 1099-R for a distribution in 2019 and entered the 1099-R on your tax return, the early distribution penalty would have been calculated on the federal tax return that you filed in 2020.

The penalty would have decreased your federal tax refund or increased the taxes owed on the federal tax return, Form 1040.  The penalty would have been entered on Schedule 2 Line 6.  The total amount from Schedule 2 Lines 4 thru 8 would have flowed to Form 1040 Line 15

 

Look at your 2019 federal tax return -

 

To access your current or prior year online tax returns sign onto the TurboTax website with the userID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)

Or -

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state. 

This will take you back to the 2019 online tax return.

Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets