Wrong 1099-R Summary

Forum|Forum|1 year ago
March 23, 2025
1 reply
2 views

I entered the correct amount of federal tax withheld on the actual form but the 1099-R summary shows a different and incorrect number. Is this a known error?

JohnB5677

Level 15

I suggest you check your actual tax return

From the left sidebar

Select Tax tools
Hint: You may have to minimize the Federal and State selections
Click Tools
A Menu will pop up
Select View tax summary
On the left panel click Preview my 1040
1099 withholding is in second page line 25b

Some Key numbers to compare:

11 Adjusted Gross Income
12 Deductions
15 Taxable income
16 Tax
33 Total Payments
34 Overpayment
35a Refund
37 Amount you owe

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SusanKMAuthor

Level 2

I don't see Tax Tools, but we have five 1099 forms, and when I look at the actual number on the 1040, line 25b & d, it is the true sum of federal tax withheld from the five 1099 forms. Each 1099 form shows the correct amount withheld, but the 1099R Summary shows a different amount.

SusanKMAuthor

Level 2

I'd like to edit my response, but the edit button is not working. We have three 1099-R forms and two regular 1099s. It is only for my spouse that the incorrect amount of total federal tax withheld is found in the 1099-R summary. (line 37 on form, Box 4 on 1099-R). Those should definitely match I would think.