Retirement Tax Tips and Answers | TurboTax® Support

Taxes

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Medical expense deduction

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Its deductible

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Deduction

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Which version of Turbo Tax do I need to process clergy housing allowance?

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My income is social security disability and taxable "third party sick pay". I file as head of household. Can I contribute to a traditional IRA?

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IRA accounts

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1099 -Q TAXABLE

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K1's and Roth IRA's

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2 Replies 1823 Views

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How do I value in kind contributions?

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1276 Views

Can it be possible to owe no tax (none withheld) on $24,807 taxable income?

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I made a backdoor Roth conversion ($5500 IRA contribution followed by conversion) in March of 2018. How do I account for this on my 2017 return (I have no 1099R yet)?

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Can I back out of a 2018 Roth conversion?

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Convert IRA contribution to ROTH IRA in the same year

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7 Replies 5674 Views

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I have a Calpers account where I contributed throughout the year. Should I enter this info in retirement and investments section in turbo tax? If so, which category?

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12 Replies 8266 Views

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I'm preparing 3 different returns for my family. How do I make sure the correct contribution goes to the right tax return?

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My wedding dress of 30 years in almost new condition is being donated. How much can I put down for it as used?

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2043 Views

I have a Roth IRA distribution and box 7 has a T. How do I prove how long I have had the IRA?

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1280 Views

I rolled over two traditional 401k's into a third 401k. I only received a 1099r from one of the two originating 401k's. Should I just report the one 1099r on my 1040?

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1099R-"What did you do with money?">"Moved to another Retirement acct">"converted all to a Roth IRA". Then TT asks "what type of disaster affected [you] in 2017?" What?

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If you pay your ex for survivor benefits, which are not deducted from the pension payment, is that amount deductible?

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Box 13 drop down of your on line W-2G is missing the State of Washington. How do i finish filing with turbo tax?

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Can i change the excess amount of a SEP ira contribution to be a Traditional IRA contribution for the year and avoid having to withdraw the excess

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3 Replies 3749 Views

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YO COMO ABUELA Y VOLUNTARIAMENTE LE ENVIO PENSION A MI NIETO, PUEDO ANADIR ESTO Y EN QUE PARTE ?

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Can a person turning 70 1/2 this year still open or contribute to an IRA?

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1464 Views

I paid penalty tax on early withdrawal from 401k, 10%. Do I have to pay more taxes on this?

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The funds deposited in my retirement Acc. were not taxed when deposited. are the fees my broker charges deductable, he deducts them from my Acc.

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1312 Views

Does a W-2 Control number have to be a minimum of 2 alpha numeric characters? My wife's has only has "2" as the C N

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3123 Views

Turbotax 2016 does not offer correct description for 1099 Box 7 code

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Illinois don't tax retirement income however 2018 trubo tax says that I 3736 dollars is taxable

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1970 Views

Roth Contribution: I'm asked what MY Roth Contribution is. Do I include contributions by my employer as company match in the maximum total I can contribute? Thank you.

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I went in my ira early and to they took 2000$ in taxes as penalty, will I get any of that back on my tax refund

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Excess Roth IRA Contributions - How to Report in 2018 taxes

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Can an Inherited IRA be reinvested into one with better returns? Can RMDs be contributed to Individual IRA tax free? Are RMDs taxed at time of distribution?

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I contributed for Traditional IRA in Jan 2018 for 2017 tax year & waiting for Tax Form from Fidelity. Can I do Tax return before Apr18 or need tax extension from IRS?

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Made IRA deposits for about 30 years to a ira annuity and never deducted them on tax forms would I consider the deposits basis or have to amend 30 years worth of returns?

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1481 Views

Do I use my name on the Annuity form or OPM

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1122 Views

Turbo Tax is asking for the zip code on a W2 form. However I am retired and I do not have a W2 form this year.

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Can file 1099-K?

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My wife is on Workman's Compensation. What line(s) do I need to enter the monthly amount she's receiving and how do we avoid having to pay taxes on it?

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2 Replies 1482 Views

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I need my current year agi to know how much i am limited in contributing to my IRA, where can I find the estimated MAGI before I file my taxes?

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Can I make charitable contributions in early 2019 that count towards my deduction for my 2018 taxes (filing in April 2019)? If so, what is the cutoff date?

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If i have no income other than 300 dollars from tutoring for the whole year. can i contribute that 300 to my roth IRA? thanks

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9 Replies 3270 Views

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I am having problem trying to update Alamony Paid to x wife..Social Security Number not excepted Same Number I used for several years now.. what do I do?

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1437 Views

I withdrew funds from a 401k in Puerto Rico. They held 20% of the funds. Do I need to report the withdrawal and pay taxes as a new income?

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5036 Views

I have the same question.Why is my Social Security Tax the same as the amount reported inctead of 1/2 of my 2017 social security amount reported in Box 5?

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Retired no w2 no w2, collecting social security and have bond income with a brokerage house. which version do i need for fed and state?

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My New York State withholding and tax refund from 2015 are being incorrectly carried over and reported in 2016 TurboTax. Does anyone have a work around?

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3325 Views

Why am I being asked RMD questions about my teachers retirement income?

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1315 Views

W-2 form box 12 has the code DD meaning amount shown is not taxable income, where is this box 12 amount shown being subtracted from taxable income?

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1629 Views

Can I claim my girlfriends two older boys who live with me and my girlfriend, whom I support even though one of the boys receives social security income?

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3 Replies 2027 Views

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Do you have a TurboTax Online account?

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