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Retirement tax questions
Look at the actual form 1040 and not the summary screen which shows the total distribution and not just the taxable portion. If you entered the 1099-R and answered the following screens to report the amount rolled then it should be correct.
How do I preview my TurboTax Online return before filing?
You can view your entire return or just your 1040 form before you e-file:
- Open or continue your return.
- Select Tax Tools in the left 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.
‎January 12, 2021
9:06 PM