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Retirement tax questions
Which program are you using, Desktop or Online?
Look at your 1040 before and after the 1099-R and see what changes.
Look at line 4a for the distribution
Line 15 for taxable income
Line 16 for tax
Line 33 for payments
Do you have any additional tax on Schedule 2?
Did that little bit of income cause you to loose a credit?
To View Your 1040 in TurboTax Online
Click TAX TOOLS on the left side-bar
Click TOOLS from the drop-down
Select “View Tax Summary” on the Tools Center screen
Click on “Preview My 1040” which now appears on the left side-bar
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April 18, 2023
5:00 PM