DanaB27
Expert Alumni

Retirement tax questions

To verify that your taxable income from that distribution is $43K and not $48k please follow these steps to preview your 1040 form and look at line 4 or 5:

 

  1. Click on "Tax Tools" in the left menu
  2. Click "Tools"
  3. Click "View Tax Summary" in the Tool Center window
  4. Click on "Preview my 1040" on the left

@coljediv

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