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May 19, 2021
Question

Was something missed in my return?

  • May 19, 2021
  • 1 reply
  • 0 views

Hi- I filed my taxes and  Turbo asked for withdrawals from my IRA and it uploaded that file (I think).

I'm concerned because I didn't see that amount on my tax form.  And I got a federal refund this year and didn't have to pay several thousand like I did last year.

I'm thinking somehow the form from Fidelity didn't get loaded correctly.

What do I do?

Thank you,

DL

    1 reply

    DaveF1006
    May 19, 2021

    Yes, check lines 4A and 4B on the 1040 to see if those amounts are properly reflected. If not, you will need to amend your return and manually enter the 1099R from Fidelity.

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