KrisD15
Expert Alumni

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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