AndreaG
New Member

Retirement tax questions

To identify the amount of your contribution, you need to review the 1040 Form. If you filed a 1040, then the amount of your deduction on line 32 will be the amount of your contribution, if you were able to take the full deduction.

If you filed 1040A, then the amount of your deduction on line 17 will be the amount of your contribution if you were able to take the full deduction.

If you were unable to take the full deduction or you are not sure if you took the full deduction, you can log into your Turbo Tax account and choose the option to add a state return because this will open up the interview portion of Turbo Tax. Then you can review your entries by clicking on "federal taxes", "deductions and credits", and scroll down to "retirement and investments", and click on "revisit" next to "Traditional and Roth IRA" contributions.

To review the entries on your Form 1040:

  • Log in to your Turbo Tax account
  • click on "take me to my return"
  • Click on "my account" tab at the very top of the screen
  • Click on "tools"
  • Click on "view tax summary"
  • Click on "preview my 1040". This is part of a narrow white bar at the very top of the screen
  • When your 1040 form appears, you will be able to scroll through and look at the individual line items.
  • Click the "back" button when you want to return to your main Turbo Tax screen. The back button is part of a narrow white bar at the very top of the screen.

View solution in original post