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May 16, 2021
Question

Hi, I entered income data from my 1099R but the figures are not showing up on the wrap-up page. What am I doing wrong?

  • May 16, 2021
  • 1 reply
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1 reply

May 16, 2021

When you preview Form 1040 does it show up on line 4 (IRA distribution) or line 5 (Pension distribution)? 

  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

 

If not then please review your entries in the 1099-R section (you might have to delete an reenter the 1099-R):

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”
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