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Anonymous
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How can I tell if I included a 1099-R (rollover to IRA) distribution on my return? Where should I look on the completed return?

 
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DS30
New Member

How can I tell if I included a 1099-R (rollover to IRA) distribution on my return? Where should I look on the completed return?

All 1099-R distributions will be reported on your tax return (whether or not they are taxable) on Form 1040 on line 15(a) (or 16(a)) but only the taxable portion will show on your return as taxable on line 15(b) (or 16(b)). (and the word "rollover" should appear under one of these areas with "0" being reported on line 15(b) (or 16(b))

To preview your Form 1040:

  • TurboTax Online sign-in, click Here
  • Select "Take me to my Return"
  • Go to "Tax Tools" (on the side bar) then  "Tools"
  • Under the Tools Center, select "view tax summary"
  • Select "Preview my 1040"


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1 Reply
DS30
New Member

How can I tell if I included a 1099-R (rollover to IRA) distribution on my return? Where should I look on the completed return?

All 1099-R distributions will be reported on your tax return (whether or not they are taxable) on Form 1040 on line 15(a) (or 16(a)) but only the taxable portion will show on your return as taxable on line 15(b) (or 16(b)). (and the word "rollover" should appear under one of these areas with "0" being reported on line 15(b) (or 16(b))

To preview your Form 1040:

  • TurboTax Online sign-in, click Here
  • Select "Take me to my Return"
  • Go to "Tax Tools" (on the side bar) then  "Tools"
  • Under the Tools Center, select "view tax summary"
  • Select "Preview my 1040"


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