DanaB27
Expert Alumni

Retirement tax questions

Please make sure you indicate that you had the Roth IRA for more than 5 years in the follow-up questions. Click continue after you entered all Form 1099-Rs.

 

Can you please check line 4b if the qualified Roth distribution shows up as taxable?

 

To preview Form 1040:

  1. Click on "Tax Tools" in the left menu
  2. Click "Tools"
  3. Click "View Tax Summary" in the Tool Center window
  4. Click on "Preview my 1040" on the left

 

 

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