- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check your return and make sure it's right.
For 1099R check the actual 1040 line 4b or 4d for any taxable amount. If it was a rollover it should say ROLLOVER by the "b or d" line.
SS is on 1040 line 5a and 5b (taxable amount)
‎October 15, 2020
12:24 PM