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Retirement tax questions
The screen you are probably seeing is showing all income received, taxable and non-taxable.
Look at your federal tax return, Form 1040.
If the distribution was from a pension or an annuity, the taxable amount, if any, will be entered on Line 5b of the Form 1040
If the distribution was from an IRA, the taxable amount, if any, will be entered on Line 4b of the Form 1040
You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
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