Line 16 of the 1040 only adds up to the tax withholding of my W-2's and doesn't include the extra tax withholding entered from my 1099R. I'm missing $5K of taxes paid.

Line 16 on my 1040 only shows taxes withheld/paid from my W-2 and doesn't reflect the $5.9K withheld from my 1099R. It looks like I'm not getting credit for those taxes already paid. 

PhyllisG
New Member

Retirement tax questions

You can review your entry by doing the following:

  1. Click Forms located in the upper right corner of the screen
  2. Scroll to Form 1099-R located on the left side of the screen
  3. A pop up window will appear for you to review your entries. 
  4. If the withholding amount is not shown in box 4 of the Form 1099-R, select the Close Form button at the bottom of the window
  5. Click the Step-by-Step button to return to the income section of the return.
  6. Click the "I'll chose what I work on" button
  7. Scroll and click Update next to the IRA, 401K, Pension Plans (1099-R) to enter the tax withholding
  8. Click Continue

While in the Forms mode, if the Form 1099-R does reflect a withholding amount, then chose the Delete Form button, and re-enter the information when you return to the interview section of your return.  It may be a temporary glitch in the program.