Retirement Tax Tips and Answers | TurboTax® Support

TurboTax bug entering RMD

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2 Replies

270 Views

Inherited IRA and RMD

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997 Views

Child tax credit

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2 Replies 1434 Views

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1434 Views

non deductible traditional IRA contribution to Roth

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19 Replies 10523 Views

19 Replies

10523 Views

Interest income question

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3 Replies 1355 Views

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disability and form 1099

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4 Replies 1231 Views

4 Replies

1231 Views

Medi-Cal MAGI allowable deductions

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1 Reply 857 Views

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857 Views

income reported on Form CSA 1099R. Is it taxable in Massachusetts

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5 Replies 1443 Views

5 Replies

1443 Views

What if a beneficiary refuses to provide social security number for form K-1

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14 Replies 25639 Views

14 Replies

25639 Views

Roth IRA for 2023

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1 Reply 805 Views

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805 Views

Tax Implications for Self-Employed Work After Retirement

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1 Reply 665 Views

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Disability form stimulate check

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1 Reply 676 Views

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676 Views

1099-R

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I HAVE RECEIVED A FORM 1099R FOR A RETIREMENT FROM MY EMPLOYER, DOES THE 701/2 AGE APPLY TO MY REGULAR RETIREMENT?

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4 Replies 1822 Views

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1822 Views

Retired and living abroad

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1 Reply 732 Views

1 Reply

732 Views

I forgot to include a 1099r rollover amount to my 2018 tax return...what now?

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1 Reply 1403 Views

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1403 Views

Does my 16 year old have to file taxes if she received benefits from my social security retirement ?

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2 Replies 1101 Views

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1101 Views

I receive a $800 car allowance and $0.24 mileage reimbursement. Why is my 401k contribution also taken from my car allowance?

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1 Reply 2649 Views

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2649 Views

My wife and I are teachers and part of a retirement plan. Can the contribution we make to this reirement plan be deducted under IRA contribution or in some other area?

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1 Reply 3910 Views

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3910 Views

Once I submit my W-2, is it possible to add my Social Security Benefits? And, will the addition increase my refund?

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2 Replies 1465 Views

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1465 Views

I have 1099-r for a pension that turbotax thinks is a 401k requiring a RMD. what did I do wrong?

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1 Reply 1076 Views

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1076 Views

My dad has Alzheimers and he received the form SSA 1099 and receives form 1099-r does he still have to file taxes?

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3 Replies 1968 Views

3 Replies

1968 Views

Can I withdraw my money from Turbotax if Turbotax couldn't help me file my tax?

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1 Reply 794 Views

1 Reply

794 Views

Medicare,# ###-##-####, Survivers a disability benefits, Social Security, a parent deceased when Martin was under age, 18. May Martin file a return?

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3 Replies 1409 Views

3 Replies

1409 Views

I need help with filing out social security benefits and when is the irs ging back refund with earn income and child tax crit

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2 Replies 1282 Views

2 Replies

1282 Views

Does Deceased pay on distributions from Charles schwab account that was retired and 84.

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6 Replies 2103 Views

6 Replies

2103 Views

Can I claim 1/2 of a 401k loan this year and 1/2 next to cut down on taxes that will be due each year? I’m currently on social security and disability. Thanks so much.

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1 Reply 1126 Views

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1126 Views

My wife was paid for assisting an acquaintance. she doesn't have either a 1099 or a W-2 and doesn't want to request one from her friend. how do we report her income?

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1 Reply 986 Views

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986 Views

On my Virginia state return, if I add the amount withheld in box 12 on my 1099R, in review the amount is doubled?

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1 Reply 946 Views

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946 Views

Can I withdraw money from my IRA I qualify because I have medical bills and personal property tax due. And if I do pull money how late do I can put it on next year taxes.

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3 Replies 1481 Views

3 Replies

1481 Views

Can i claim my husband as a depended. He is a disabled vet with a pension

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1 Reply 1156 Views

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1156 Views

Both retired living in KY. Both get Social Security. Also a 1099-R + W-2 from former employer thru Virginia. Where do we file the State Taxes?

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1 Reply 1375 Views

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1375 Views

Where do I enter on the TT form the $120. I owe in federal and state tax on an RMD. Thank you.

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1 Reply 1010 Views

1 Reply

1010 Views

Medicare, # ###-##-#### part, A and B, receives a Survivers disability benefits, Social Security, a parent deceased when Martin was under age, 18.

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4 Replies 1660 Views

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1660 Views

Adopted 2 yr old who is eligible for SS benefits due, death of unmarried mother - I'm on Social Security. Is her Social Security benefits taxable when filing my taxes?

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1025 Views

I have custtody of my grandchildren and they receive social security benifit . do I report this as my income or their income

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1613 Views

My mother passed 2017 her income taxes are complete, ready to file. Received a final retirement payout in January 2018. How do we handle this?

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3 Replies 1217 Views

3 Replies

1217 Views

Can expenses paid for a retirement party be claimed as a deduction

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1 Reply 2526 Views

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2526 Views

Can I open a Roth IRA and a regular IRA and make a maximum $$ investment to each?

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1 Reply 1046 Views

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1046 Views

Divorced female purchased house with a distribution from a sep account. is she eligible for the exception of the penalty tax? when married they owned a home.

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1 Reply 939 Views

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939 Views

I turned 65 I have reg. Ira I am planning on having 450 monthly. My SSI is around 1500 monthly .I have been on disability .My question is will I have to pay tax?

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1 Reply 1046 Views

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1046 Views

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