Retirement tax questions

Since you are using the desktop version of the software, you should be able to see the Forms at any time (go to View at the top and click on Forms).

Yes, on the Your Income Summary page or the Wages & Income screen, the amount next to "IRA, 401(k), Pension Plans (1099-R)" does include this number - to show at a glance that you entered it, not that it's taxable (I agree that this can be confusing).

However, you should be able at any time to go to the form 1040 where you will see your 1099-R distribution amount as a non-taxable distribution in line 16a. This tells you how TurboTax is really treating the amount.

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