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.

1099R

I have 2 1099 R 

 

One is for the money I received from my pension that was rolled over to a 403B. No taxes were taken out. 

 

The other one is for money I withdrew from my 403B - taxes WERE taken out of this .

 

It looks like turbo tax added these together ?

 

Can someone help mw? 

 

 

 

 

 

 

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 Best answer

Accepted Solutions

1099R

It might be ok.  If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right. Check 1040 line 5a and 5b.  It should say Rollover by 5b.

 

Before filing,  You can preview the 1040 or print the whole return

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-f...

View solution in original post

2 Replies

1099R

It might be ok.  If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right. Check 1040 line 5a and 5b.  It should say Rollover by 5b.

 

Before filing,  You can preview the 1040 or print the whole return

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-f...

1099R

Yep!  It does.  Thank you so much !  🙂 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question