in 2018 I rolled an IRA CD into my 401K. The 1099-R for this IRA distribution, which I entered into TurboTax, lists 0 for the taxable amount, and the code for rollover into a qualified retirement plan. So why is this IRA distribution (which says nontaxable) being added to my income by TurboTax?
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It will be listed on the summary screen as a distribution but if you look at the actual form 1040 line 4b you will see it was not listed as taxable ...
You can peek at only the Federal form 1040 and the summary of the
state info by going here:
1) lower- Left side of the
screen...click to the left side of the "Tax Tools" text selection.
2) then select "Tools"
3) then select "View Tax Summary"
from the pop-up
4) then back to the left-side and
"Preview 1040"
Then hit the "Back" on the left side
to get back to your tax entries.
To view your entire return using the online editions (including the state) before you file, you will need to pay for your online account.
To pay the TurboTax online account fees by credit card, without completing the 2018 return at this time, click on Tax Tools >>> Tools and then Print Center. Then click on Print, save or preview this year's return. On the next page, to pay by credit card, click Continue. On the next screen it will ask if you want Audit Defense, if you do not want this option just click on the Continue button. The next screen will ask for all your credit card information so you can pay for the account.
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