Retirement tax questions

But....If you go to Tax Tools in the left-side menu, you can get a preview of your form 1040.

 

That income, and the amount taxable should show up on lines 6a & 6b of the form 1040 (or 1040SR). Line 6b is the taxable amount of line 6a.....but if you've also entered SSA-1099 forms too, for you or your spouse...those will be added into line 6a & 6b

 

If you see those $$  you just entered, on lines 4a,4b or 5a,5b, then you entered your RRB-1099 form in the wrong area.

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Remember a form RRB-1099 is what goes in at the Social Security menu line

An RRB-1099-R goes in along with the other 1099-R forms

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*