Skip to main content
February 18, 2025
Question

How do I enter federal tax that was withheld on my traditional IRA?

  • February 18, 2025
  • 1 reply
  • 0 views
TurboTax downloaded the 1099-R form from my financial institution and it shows the amount of income tax that was paid on the amount, but it doesn't show up in the tax return that TurboTax generated.

    1 reply

    February 18, 2025

    On your form 1099-R, Federal tax withheld is reported in box 4 - Federal income tax withheld.

     

    When you enter form 1099-R in TurboTax, TurboTax will transfer the tax withheld to line 25 b of form 1040.

     

    In TurboTax Online, you can check that line 25 b of your form 1040 is correctly filled by previewing your form 1040.

     

    To preview your form 1040:

     

    1. Open your return
    2. In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools
    3. On the Tools Center page, click on View Tax Summary
    4. In the left-hand column, click on Preview my 1040
    5. Your form 1040 will display.
    6. Scroll down to line 25 b and you should see the amount of tax withheld from form 1099-R.
    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"