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Retirement tax questions
What code did the 1099-R have?
Usually, after you enter the 1099-R TurboTax will ask follow-up questions. Please review them carefully.
Also be aware that the whole distribution will show as income in TurboTax on the summary screen which shows gross income, not taxable income. To verify that the entry is correct please look at form 1040 line 4b (taxable amount), only amounts that were not rolled over or were converted will show here.
- Click on "Tax Tools" in the left menu
- Click "Tools"
- Click "View Tax Summary" in the Tool Center window
- Click on "Preview my 1040" on the left
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‎February 8, 2020
3:56 PM