DianeC958
Expert Alumni

Retirement tax questions

To preview your 1040 form 

  • Click on Tax Tools on the left hand side
  • Tools
  • View Tax Summary
  • Preview My 1040

The amount should show on your 1040 form on Line 7a

 

If you need to enter  the information as a Claim of Right over $3,000

 

  1. Click on Federal Taxes 
  2. Click on Deductions and Credits.
  3. Click on I'll choose what I work on.
  4. Scroll down to Other Deductions and Credits.
  5. On Other Deductible Expenses, click on the start or update button.
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