JohnB5677
Expert Alumni

Retirement tax questions

It's difficult without seeing the tax return, but which one of the 1099-Rs is for +/- $46,500.  That is the one to take a second look at.  Go back through the interview and confirm you posted it correctly.

 

You can take a look at your tax return.

 

  1. On the menu bar on the left that shows.
    1. My Info
    2. Federal
    3. State
    4. Review
    5. File
  2. Select Tax Tools
  3. On the drop-down select Tools
  4. On the popup menu
  5. Select View Tax Summary
  6. On the left sidebar
  7. Select Preview my 1040.

Look at both boxes 4&5 a&b and see if you recognize a discrepancy.

 

To return to the entry screens press Back on the sidebar.

 

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