DanaB27
Expert Alumni

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:

 

  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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