ThomasM125
Expert Alumni

Retirement tax questions

Line 5a of Form 1040 would report the gross pension plan distribution, not the taxable amount, that would appear on line 5b. 

 

To view your form 1040 and schedule 1 to 3:

 

  1. Choose Tax Tools from your left menu bar in TurboTax Online while working in your program
  2. Choose Tools
  3. Choose View Tax Summary
  4. See the Preview my 1040 option in the left menu bar and click on it
  5. Choose the Back option in the left menu bar when you 

 

 

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