JohnB5677
Expert Alumni

Retirement tax questions

Since we can't see your return it is difficult to say, but there is a way for you to see what is on the actual tax return.

I'm also not sure where the $17.59, $10.294 and the W-4 (Did you mean W-2) come into play?

 

You can preview your tax return by going to:

 

  1. On the menu bar on the left that shows.
  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.

Some key numbers on your 1040 tax return are:

Line 15 - Taxable Income

Line 24 - Total Tax.

Line 25 d - Withholdings.

Line 26 - Estimated tax payments

Line 33 - Payments including Credits.

Line 34 - Overpayments.

Line 37 - Tax owed.

 

Please contact us again with any questions, and provide some additional details.

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