KurtL1
Expert Alumni

Retirement tax questions

The Form 1099-R's should be showing on Line 4c and Line 4d on Form 1040-SR. If they are not showing there:

  • Select Income & Expenses at the top of the screen.
  • Find IRA, 401(k), Pension Plan Withdrawals (1099-R) in the list of incomes

If no amount is shown, you need to select Start or Edit/Add and review the 403(b) information you entered.

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