Retirement tax questions

Preview your tax return looking for any income items that seem to be too big a dollar amount.  Also compare any taxes withheld and paid to your source documents.  You could have a misplaced decimal point or a transposed number.

You need to be in your tax return as you follow the steps below. 

  • Please click on Tax Tools in the column on the left side of your Turbo Tax screen. 
  • Then click on Tools; (First Screenshot below)
  • Then View Tax Summary (Second Screenshot below)
  • Once you are on the "Review Tax Summary" screen, you can click on "Preview my 1040" in the left column. (Third Screenshot)

Scroll through your return.  You will be able to pinpoint the differences, especially if you compare the amounts on 2017 to the amounts you reported on your 2016 income tax return.  Once you spot differences go back through the input for that section and make any necessary corrections.


View solution in original post