As long as you entered your Form 1099-R exactly as shown, and the Form 1099-R is coded properly, TurboTax should properly enter your information where it belongs.
You can preview your Form 1040 to check your entries as follows:
On your Form 1040 tax return, your rollover will be reported as the amount distributed on Line 5a, “Pensions and Annuities” and on Line 5b, “Taxable Amount” for a pension plan (401(K)) or lines 4(a) and 4(b) for an IRA.
You can view your entire return or just your 1040 form before you e-file:
- Sign in to your TurboTax account
- Open or continue your return
- Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner)
- With the Tax Tools menu open, you can then:
- Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first)
- View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu
Click here for instructions on how to preview your return in TurboTax.
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