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Retirement tax questions
Yes, you can check the first page of Form 1040.
The taxable amount of your retirement distribution will be shown on line 4b, if it's an IRA, or 5b, if it's a pension or annuity.
To preview your 1040 in TubroTax Online:
- Open your return.
- Select Tax Tools from the left-side menu, then Tools.
- Select View Tax Summary in the pop-up box.
- Select Preview my 1040 from the left-side menu.
- You will see the Form 1040 with Schedules 1, 2 and 3.
- When you are done, select Back from the left-side menu.
If you are using TurboTax Desktop:
- Open your return
- Select the Forms icon in the upper right corner.
- Highlight Form 1040 on the list on the left.
- Form 1040 will show in the reading pane.
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March 12, 2024
11:33 AM