SusanY1
Expert Alumni

Retirement tax questions

If you are seeing the amount on 5b and not 5a, please delete the 1099-R and re-enter it.  

You should then see it on 5a, with the word "Rollover" printed on the Form 1040. 

To see the lines on the tax return follow these steps:

 

  1. From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)
  2. Select Tax Tools 
  3. On the drop-down select Tools 
  4. On the pop-up menu titled “Tools Center”, select View Tax Summary 
  5. On the left sidebar, select Preview my 1040 

 


 

 
 

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