3254263
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How do I determine if my retirement income in the amount shown in box 2a of the form 1099-R was used as the taxable amount?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
JulieS
Expert Alumni

How do I determine if my retirement income in the amount shown in box 2a of the form 1099-R was used as the taxable amount?

Yes, you can check the first page of Form 1040.

 

The taxable amount of your retirement distribution will be shown on line 4b, if it's an IRA, or 5b, if it's a pension or annuity. 

 

To preview your 1040 in TubroTax Online:

 

 

  1. Open your return.
  2. Select Tax Tools from the left-side menu, then Tools.
  3. Select View Tax Summary in the pop-up box.
  4. Select Preview my 1040 from the left-side menu.
  5. You will see the Form 1040 with Schedules 1, 2 and 3.
  6. When you are done, select Back from the left-side menu. 

If you are using TurboTax Desktop:

 

 

  1. Open your return
  2. Select the Forms icon in the upper right corner.
  3. Highlight Form 1040 on the list on the left.
  4. Form 1040 will show in the reading pane. 
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question