AmyC
Expert Alumni

Retirement tax questions

If you are entering the 1098-T, the program can pull it from your education entries. After entering, review the taxable portion is showing up on your 1040.

 To print or view  your forms, including all worksheets:

  • In desktop, switch to Forms Mode. 
  • For online:
    1. On the left side, select  Tax Tools
    2. Select Print center
    3. Select Print, save or preview this year's return
    4. If you have not paid, select pay now.

If you need to force it into the program, see another post of mine here.

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