DavidD66
Expert Alumni

Retirement tax questions

You can review your Form 1040, and see if any tax from Form 5329 is showing up on Schedule 2, line 6.  To view your Form 1040, while logged in to your return:

  • Click on "Tax Tools" on the left of your screen
  • Click "Tools" from the drop down menu
  • Click on "View Tax Summary"
  • Click on "Preview my 1040" on the left hand side of screen

 

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