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Retirement tax questions
The best way to see how much of your 1099-R is taxable income is to look at Form 1040, Line 15b or 16b.
On the left-side menu, go to Tax Tools, Tools. On the Tools Center pop-up menu, choose 'View Tax Summary'.
Back at the left-side menu, choose Preview my 1040.
When the Form 1040 opens, scroll down to to Lines 15 and 16 to see if all or part of your 1099-R distribution is taxable income (screenshot).
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‎June 1, 2019
3:59 AM