ColeenD3
Expert Alumni

Retirement tax questions

Yes. 

 

To view your 1040 form, follow these steps: 

  1. Select Tax Tools from the menu on the left side of your screen (click or tap the 3 lines in the upper-left corner if you don't see this menu).
  2. Select Tools, and then select View Tax Summary
  3. Preview my 1040 under Tax Home (sidebar)
  4. Click Back near the top of your screen to exit the preview screen.