DanaB27
Employee Tax Expert

Retirement tax questions

To clarify, you have a Form 1099-R for the distribution from a 401k and this is showing on line 4 instead line 5 on Form 1040?

 

Please go back through the 1099-R entry and make sure you do not have the "IRA/SEP/SIMPLE" box checked. Sometimes it helps to delete and renter the form.

 

To preview Form 1040 in TurboTax Online:

 

  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

 

Please see How do I view and delete forms in TurboTax Online?

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