Retirement tax questions

MarilynG1 · ‎March 3, 2023

Select 'I purchased it' in the second dropdown.

It is odd that you are not seeing any penalty info.

If you go to the left-side menu, click on Tax Tools > Tools, then choose 'View Tax Summary' from the pop-up menu.

Back at the left-side menu, choose 'Preview my 1040'.

Scroll down to Part II, 'Other Taxes', Line 8 and see if an amount is showing there.

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