DawnC
Expert Alumni

Retirement tax questions

What amount is on Line #5b of Form 1040?   The distribution should show up on 5a, but not on 5b.     If it is showing on 5b also, check to see if you have the 1099-R entered twice?   Search for 1099-R and use the Jump to 1099-R link to view your 1099-R Summary Page.   Verify you only have the one 1099-R (assuming you only have that one).    If the summary looks alright, try deleting the 1099-R and re-entering it.    Ignore the refund meter ;).   There will be a delete button or trash can icon next to the 1099-R on the Summary page.  

 

How to preview Form 1040

 

 

@andcindy

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