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May 27, 2025
Question

can I find worksheets for 4b and 5b?

  • May 27, 2025
  • 1 reply
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    1 reply

    rjs
    Employee
    May 27, 2025

    I assume you are referring to lines 4b and 5b on Form 1040. The worksheet for both lines is the Form 1099-R Summary. The amounts on the Form 1099-R Summary are totals of amounts on the individual 1099-R forms.


    If you are using the desktop TurboTax software you can see the Form 1099-R Summary in forms mode. It does not appear in the list of "Forms in My Return" on the left side. You can open it using Open Form, or right-click the amount on either line in the "Form 1040 or Form 1040-SR Worksheet," then click Data Source.


    If you are using TurboTax Online, I believe the Form 1099-R Summary will be included in a PDF of the tax return that you create with the option to "Include government and TurboTax worksheets."


    If you are asking about lines 4b and 5b on a different form, what form is it?