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February 25, 2025
Question

How do I compute the amount of my pension that I have received tax free?

  • February 25, 2025
  • 1 reply
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How do I determine what part of my pension is taxable?

    1 reply

    February 25, 2025

    Typically, the taxable amount of your pension distributions will be listed in box 2a on your Form 1099-R. Also, you can look on your Form 1040 on line 4b and/or 5b. 

     

    To view your form 1040 and schedule 1 to 3:

     

    1. Choose Tax Tools from your left menu bar in TurboTax Online while working in your program
    2. Choose Tools
    3. Choose View Tax Summary
    4. See the Preview my 1040 option in the left menu bar and click on it
    5. Choose the Back option in the left menu bar when you are done 

     

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