DanaB27
Expert Alumni

Retirement tax questions

To clarify, did you have more than 8 Form 1099-R? All the Form 1099-R entered on your return are included on lines 4 or 5 of Form 1040.

 

Also, when I add the 4 first Form 1099-R, which have the IRA/SEP/SIMPLE box checked and have the same zip code, they add up to $3,492.76. This amount is include on line 4.

 

 

Please see What is the TurboTax phone number?

 

 

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