Coleen3
Intuit Alumni

Retirement tax questions

It would appear on line 1, Schedule 1:Taxable refunds, credits, or offsets of state and local income taxes. It is only an issue if you itemize deductions. If you take the deduction on Schedule A one year, you would need to include it in the next year's taxable income.

To see your 1040 prior to filing, 

  • Go to My Account
  • Tools
  • View Tax Summary
  • Preview My 1040

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