Anita01
New Member

Retirement tax questions

When you go back through the interview, you are resetting the default to no  Answer the questions once and then leave them alone.  If you look at your 1040, the taxable amount of your retirement income should be reduced by $3,000; there's no separate deduction.

Click on Tax Tools on the left, then Tools.  Choose view my Tax Summary, then Preview my 1040.

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