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Retirement tax questions
You would still keep the Form 1099-R to report the gains. You can check Form 1040 line 1h to make sure it has the excess deferral plus gains reported.
To preview Form 1040 in TurboTax Online:
- Click on "Tax Tools" in the left menu
- Click "Tools"
- Click "View Tax Summary" in the Tool Center window
- Click on "Preview my 1040" on the left
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‎February 25, 2025
10:15 AM