To verify, did you take a distribution (cash) or moved the funds to another similar retirement account?
If you made a rollover (moved the funds into another similar retirement account) then this will not be taxable. You can check line 5b of Form 1040 how much was taxable.
To preview Form 1040:
- Click on "Tax Tools" in the left menu
- Click "Tools"
- Click "View Tax Summary" in the Tool Center window
- Click on "Preview my 1040" on the left
If this doesn't answer your question please provide more details and we will be happy to assist you. What is the code in box 7 of your Form 1099-R?
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