If you are referring to an RMD, the income is considered taxable; however, only a side by side review of 2023 and 2024 will reveal the difference.
If you have a copy of your 2023 taxes (Form 1040) you can use that.
If you used TurboTax last year you can get a previous year tax return:
- Sign in to your TurboTax account.
- Make sure you're using the same TurboTax account (same user ID) as in previous years.
There are two ways to get your prior-year returns:
- Select Documents from the menu, use the dropdown menu to choose the tax year you want, and select Download tax PDF.
- On Tax home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF).
To see your current 2024 tax return.
From the left sidebar
- Select Tax tools
- You may have to minimize the Federal and State selections
- Click Tools
- A Menu will pop up
- Select View tax summary
- On the left panel click Preview my 1040
Some Key numbers:
- 11 Adjusted Gross Income
- 12 Deductions
- 15 Taxable income
- 16 Tax
- 19 Child Tax Credit
- 33 Withholdings
- 34 Refund
- 34 Underpayment
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