Retirement tax questions


@amberkh13 wrote:

There is no 4b box/option on turbo tax, or on  the 1099 R 

 It should not show up as income as it was just a roll over.  I need it to not show up as income as it will be used against me in the divorce case. 


If the distribution was from an IRA and it was a rollover then on the Form 1040 Line 4a the distribution amount will be entered.  Below that amount the word ROLLOVER will be entered and on Line 4b there will be a 0.

Look at your tax return.

 

Using the TurboTax online editions -

Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

 

Using the TurboTax desktop editions -

Click on Forms.  When in Forms mode open the Form 1040 listed on the left side of the screen.