ThomasM125
Expert Alumni

Retirement tax questions

Normally, the amount listed as taxable on your 1099-R entry is what is listed as taxable on your form 1040. You should first look on your form 1040 on line 4(b) or 5(b) to see what is being reported as taxable.

 

If the amount is wrong, revisit your 1099-R entry in TurboTax to insure that you entered the correct numbers in the appropriate boxes and answered the questions properly. 

 

You can view your form 1040 while working in the online version of TurboTax by following these steps:

 

While working on your return in the Federal section of TurboTax:

 

   1.  Choose the Tax Tools icon on your left menu bar

   2.  Tools

   3.  View Tax Summary

   4.  Choose the Preview my 1040 on your left menu bar

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