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New Member
posted Mar 6, 2021 4:21:21 AM

In Turbo Tax, how can I determine my AGI for 'in-progress' tax return?

I'm drawing down my traditional IRA and adding to Roth.  But need to know where I am within the bracket before I can make final adjustments.

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1 Replies
Expert Alumni
Mar 6, 2021 5:39:51 AM

You can preview your Tax Summary and Form 1040 while you work on your return to see your AGI:

  1. Click on "Tax Tools" in the left menu
  2. Click "Tools"
  3. Click "View Tax Summary" in the Tool Center window
  4. Click on "Preview my 1040" on the left

Your AGI is on the 3rd line on the tax summary or line 11 on your Form 1040.