rjs
Level 15
Level 15

Retirement tax questions

It's complicated. See the instructions for line 11 in the IRS instructions for Form 1040, beginning with "Line 11a" on page 38. Schedule 2 might also be involved. The instructions for Schedule 2 are on page 98. You can download the Form 1040 instructions from the following link.

https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

One of the reasons you use TurboTax is so that you don't have to wade through pages of complicated instructions like this.