Retirement tax questions

You should not have to pay tax on a rollover.

You should post each of the 1099-R's and continue through the interview.

• For the rollover, there will be a question Tell us if (You) moved the money through a rollover or conversion.
  • Select [I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)]
  • This will not be taxable.

You can preview your tax return by going to:

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.
8. Schedules 1,2&3 are included if you scroll down past your 1040.
9. To return to the entry screens press Back on the sidebar.

refer to Boxes 4 a&b and 5 a&b for your rollover information.

Some key numbers on your 1040 tax return are:

Line 15 - Taxable Income

Line 24 - Total Tax.

Line 25 - Withholdings.

Line 33 - Payments including Credits.

Line 34 - Overpayments.

Line 37 - Tax owed.