If you are using the online version of TurboTax, you can use the following procedure to see what forms are included in your program. You can then look for the income reporting forms such as 1099-R to find out which ones are in your program so you can then check each of their entries to see if there is any tax withholding reported that you were not aware of:
- Click on Tax Tools in the left menu bar
- Click on Tools
- Look under Other Helpful Links and choose Delete a form
This procedure will show you the forms in your program. There may be an income reporting form that you are not aware of.
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