ThomasM
New Member

Retirement tax questions

Go up into the upper margin and click on My Account, then select Tools from the dropdown menu.  Then click on View Tax Summary, which is the first item in the list of Other Helpful Links.  Then go up above the summary page and click on Preview My 1040.  That will load the 2-page tax return for review.  Look at lines 15a & 15b (or 16a & 16b) and tell me what you see.  Also, what type of account is it being rolled from?