Retirement tax questions

I assume the distribution is showing in box 1 and box 11 on your W-2 form. If you answer "yes" to the question indicating that you took a distribution, the distribution amount will be removed from your wage entry on line 1 of form 1040, and it will be entered on line 8(t) of schedule 1 (Additions to Income)  and as such it will appear as other income on your tax return. That may be why you say it is not included on your form 1040, because you don't see it in line 1, but it is in line 8 of your form 1040. So, it is not being eliminated, just reclassified. So you should answer yes to that question.

You can view your form 1040 and schedules 1 to 3 while working in the online version of TurboTax by following these steps:

1. Click on Tax Tools in the left menu bar
2. Click on Tools
3. Look under Other Helpful links….
4. Choose View Tax Summary
5. Look in the left menu bar and choose Preview my 1040
6. Scroll down the page to see form 1040 and schedules 1 to 3