- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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:
- From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)
- Select Tax Tools
- On the drop-down select Tools
- On the pop-up menu titled “Tools Center”, select View Tax Summary
- On the left sidebar, select Preview my 1040
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
February 16, 2025
11:53 AM