Level 15

Retirement tax questions

The taxable portion of your retirement income is on the Form 1099-R that you received in box 2a.  That amount is entered on a Federal Tax Return Form 1040 on Line 4b.

 

Look at your tax return.

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.