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Form 1040:Page 1

🔍 Form 1040: Page 1

This article provides step-by-step instructions for entering the required information that will flow into Form 1040 (Page 1).

⚠️ Before You Begin

You will need:

Access to your Form 1099-R in the software

📊 Step-by-Step Guide

Step 1: Enter required information on Form 1099-R

Use this when you need to enter the required information on Form 1099-R so it can be used for Form 1040 (Page 1).

On the Form 1099-R: Exclusion Worksheet (scroll down on the Form 1099-R to see the exclusion worksheet), go to line 5, and check the correct box for "Check to send the taxable amount to Form 8915-e

📞 Still Need Help?

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Phone: 1-800-516-9442

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Tags: federal,form