Retirement tax questions

I suggest you look at your Form 1040 tax return.

From the left sidebar

1. Select Tax tools

• You may have to minimize both the Federal and State options by clicking the Down Arrows on the Sidebar.
• You will then clearly see Tax Tools
• Click the arrow to up to see additional options

1. Click Tools
2. A Menu will pop up
3. Select View tax summary
4. On the left panel click Preview my 1040
5.  Line 4a, 5a & 6a have retirement information

If these reflect 2023 numbers you must go back and re-enter the 1099-Rs

If you haven't filed your tax return yet, you can simply go back to the 1099-R input screen and type over the old one.

Under Federal

1. Wages & Income
2. Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit]
3. Did you get a 1099-R in 2024? [yes]
4. If you are adding a 1099-R [+ Add another 1099-R]
5. The steps are the same from here
6. [Change how I enter my form]
7. [Type it Myself]
8. If necessary chose a person [Continue]