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why is my 1099-r income distribution for 2024 not included in my gross income by turbo tax?

 
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1 Reply
JohnB5677
Employee Tax Expert

why is my 1099-r income distribution for 2024 not included in my gross income by turbo tax?

I suggest you first check your actual tax return.

 

You can preview your tax return by going to:

 

  1. On the menu bar on the left that shows.
  2. Select Tax Tools
  3. On the drop-down select Tools
    1. Tip: If you don't see the dropdown for Tools, minimize the Home feature.
  4. On the popup menu
  5. Select View Tax Summary
  6. On the left sidebar
  7. Select Preview my 1040.
  8. Lines 2 thru 6 indicate income and the taxable amount

If the 1099-R shows as not taxable, you should go back through the entry screens

Log into TurboTax

  1. Under Federal
  2. Select Wages & Income
  3. Scroll to Retirement Plans and Social Security
  4. Select IRA, 401(k), Pension Plan Withdrawals (1099-R)

Where do I enter my 1099-R?

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