The amount shown in the summary will normally show the full amount received regardless of taxability. Follow these steps to see if it will show as taxable on the actual return:
- On the left, click on Tax Tools, then Tools
- Click on View Tax Summary
- Click on Preview my 1040 towards the upper left
- Scroll down to the section showing Form 1040 or 1040-SR lines 1-7
- Look at lines 5a and 5b. Are they the same or has the nontaxable portion been adjusted for on line 5b?
- If it has been adjusted make sure it has not been adjusted twice for the contributed amount that shows on the 1099-R
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