DanaB27
Expert Alumni

Retirement tax questions

When you preview Form 1040 does it show up on line 4 (IRA distribution) or line 5 (Pension distribution)? 

  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

 

If not then please review your entries in the 1099-R section (you might have to delete an reenter the 1099-R):

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”
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