MayaD
Expert Alumni

Retirement tax questions

Check schedule 3, the excess will appear as a tax credit on Line 11 of your Form 1040, Schedule 3.

To preview your 1040 schedule 3:

On the menu bar on the left,

 

  1. Select Tax Tools 
  2. On the drop-down select Tools 
  3. On the pop-up menu 
  4. Select View Tax Summary 
  5. On the left sidebar, select Preview my 1040 
  6. Scroll down to see schedule 3.
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