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S
smyopp
April 1, 2025
Question

1099R does not show up on the investment section of income. Will it show up later?

  • April 1, 2025
  • 1 reply
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    1 reply

    D
    DianeW777
    April 1, 2025

    It depends. The Form 1099-R should show up under your retirement income. You can review your tax return to see it there.

    • Form 1040, page 1, Line 4a or 5a and 4b or 5b.

    From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)

    1. Select Tax Tools
    2. On the drop-down select Tools
    3. On the pop-up menu titled “Tools Center”, select View Tax Summary 
    4. On the left sidebar, select Preview my 1040 

    For TurboTax Desktop, change to 'Forms' and review the forms 

                           

     

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