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Retirement tax questions
@nancykelley1417 Taxes withheld from W-2's and 1099's are all entered on Form 1040 Line 16.
If you completed entry of a Form 1099-R in the Retirement Plans and Social Security section of the program and there were federal taxes withheld in box 4 of the form, the program enters those on your tax return. This is a basic function of the program and has been since the inception of the program decades ago. If this was a systemic problem then there would hundreds of thousand of complaints and there is not.
If you are using the TurboTax online editions and have not yet filed the return then review the Form 1040.
Look at the Form 1040 Line 4a and 4b for the Form 1099-R amounts from box 1 and box 2a. Look at Line 16 for total federal taxes withheld from W-2's and 1099's.
Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
If you completed entry of a Form 1099-R in the Retirement Plans and Social Security section of the program and there were federal taxes withheld in box 4 of the form, the program enters those on your tax return. This is a basic function of the program and has been since the inception of the program decades ago. If this was a systemic problem then there would hundreds of thousand of complaints and there is not.
If you are using the TurboTax online editions and have not yet filed the return then review the Form 1040.
Look at the Form 1040 Line 4a and 4b for the Form 1099-R amounts from box 1 and box 2a. Look at Line 16 for total federal taxes withheld from W-2's and 1099's.
Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
‎June 6, 2019
8:41 AM