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April 4, 2024
Question

Taxes were withheld and reported on 2023 1099-R. Where can I report the taxes withheld?

  • April 4, 2024
  • 2 replies
  • 0 views
Taxes were withheld in the amount of $4,551.26 in 2023, as reflected on the 1099-R. I would like a refund of the taxes withheld.

2 replies

Employee
April 4, 2024

TurboTax automatically includes on Form 1040 line 25b the amount entered in box 4 of TurboTax's 1099-R form in agreement with the Form 1099-R provided by the payer.

VolvoGirl
Employee
April 4, 2024

Did you enter the withholding when you entered the 1099R?  The withholding in box 4 goes on the same screen.  Then you get credit for the withholding on 1040 line 25b.