MarilynG
Expert Alumni

Retirement tax questions

If you download or print your return, you will see the Worksheets that apply to these items: Other Income, Pensions (which includes 1099-R) and Interest. 

When you are in your return, you can type what you want to look at in the SEARCH window, such as '1099r' and then 'Jump to 1099r', for example.  At the 1099-R Summary page, Edit the entries you want to look at (screenshot).

Also, on the left-side menu, go to Tax Tools > Tools, and 'View Tax Summary' from the pop-up window.

Back at the left-side menu, choose 'Preview my 1040'

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"