I suggest you first check your actual tax return.
You can preview your tax return by going to:
- On the menu bar on the left that shows.
- Select Tax Tools
- On the drop-down select Tools
- Tip: If you don't see the dropdown for Tools, minimize the Home feature.
- On the popup menu
- Select View Tax Summary
- On the left sidebar
- Select Preview my 1040.
- 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
- Under Federal
- Select Wages & Income
- Scroll to Retirement Plans and Social Security
- Select IRA, 401(k), Pension Plan Withdrawals (1099-R)
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