turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
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.

Why is my Traditional IRA distribution show a taxable amount of 25,319 when the 1099-R states that the taxable rate is 20,967?

 
Connect with an expert
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

Why is my Traditional IRA distribution show a taxable amount of 25,319 when the 1099-R states that the taxable rate is 20,967?

Look at the return to see what it is actually using as taxable amount which will the amount on Line 4b:

To Preview a copy of the Form 1040 prior to paying for TurboTax.

A.     Go to Tools in left side of screen and click on Tools
B.    A box titled: Tool Center will open and below the 3 boxes is: Other helpful Links…
C.    Click on the first one: View Tax Summary
D.    Then in left side of screen click on: Preview My 1040
E.    You can scroll up and down and see the numbers on a working copy of your Form 1040
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies