Retirement Tax Tips and Answers | TurboTax® Support

ROTH IRA early withdrawal taxes even if my withdrawal would be less than contributions and gains combined

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2 Replies 2490 Views

2 Replies

2490 Views

Incorrect 1099-R that provider will not correct

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5 Replies 11085 Views

5 Replies

11085 Views

I filed for an extension, paid what I owed, and now I'm ready to file

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2 Replies 1119 Views

2 Replies

1119 Views

1041 Form - in the software, where do I enter tax withheld (block 4) from a 1099-R (IRA distribution)?

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1 Reply 3536 Views

1 Reply

3536 Views

Which tax-tables could be used for the FICA terms?

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4 Replies 621 Views

4 Replies

621 Views

NRCS Equip Funds

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2 Replies 484 Views

2 Replies

484 Views

Excess contributions to 2023 Roth IRA

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3 Replies 1855 Views

3 Replies

1855 Views

HSA distribution (of excessive contribution) not accounted in California state taxing?

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3 Replies 1753 Views

3 Replies

1753 Views

TurboTax mischaracterizes W-2, won't accept code used by employer

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1 Reply 331 Views

1 Reply

331 Views

On SSI as of 2525 worried about Home Sale in 2024

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1 Reply 1861 Views

1 Reply

1861 Views

Is there any way to use TurboTax free edition if you have a 1099-NEC to report? Online version of TurboTax is forcing the premium edition at $139.

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1 Reply 1337 Views

1 Reply

1337 Views

Overcontribution 403b

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1 Reply 718 Views

1 Reply

718 Views

Desk Top 2024 where do I enter SSA-1099SM

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1 Reply 289 Views

1 Reply

289 Views

Question about filing US Tax return - Moving from Canada to US

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3 Replies 3543 Views

3 Replies

3543 Views

403B Settlement check years after 403B account was rolled over.

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1 Reply 1095 Views

1 Reply

1095 Views

TurboTax Desktop Basic 2024 is skipping the SSA-1099 Section

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11 Replies 4266 Views

11 Replies

4266 Views

Wrong address (including state) on 1099-K sent to me by eBay

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5 Replies 2001 Views

5 Replies

2001 Views

tax on excess accumulations in retirement account

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2 Replies 1483 Views

2 Replies

1483 Views

HELP;.......can someone tell me HOW to enter a credit card payment ($20) to pay my Turbotax filing fee?

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1 Reply 704 Views

1 Reply

704 Views

Do I have to pay Illinois State Income Tax on an non-spousal inherited annuity?

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2 Replies 4020 Views

2 Replies

4020 Views

Rollover of 401K to Roth401K

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3 Replies 2404 Views

3 Replies

2404 Views

how do I change the box that says I have recieved a federal pension in state income section? Why does it think we do?

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1 Reply 627 Views

1 Reply

627 Views

IRA BASIS

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3 Replies 1237 Views

3 Replies

1237 Views

IRS refund tool

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0 Replies 971 Views

0 Replies

971 Views

Clarification on 2024 Roth excess contribution 1099-R

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2 Replies 2728 Views

2 Replies

2728 Views

Withdrew from Canada RRIF - reporting NR4 (code 26) on US taxes

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9 Replies 4001 Views

9 Replies

4001 Views

My uncle's executor received a 1099-R. As one of three beneficiaries, I received a third of the inheritance. Who is responsible for reporting the 1099-R and paying taxes?

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4 Replies 1258 Views

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1258 Views

Deduction

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2 Replies 367 Views

2 Replies

367 Views

Co-trustee income split

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3 Replies 1138 Views

3 Replies

1138 Views

Reporting trust taxable income distributions

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0 Replies 1203 Views

0 Replies

1203 Views

CSA 1099-R box 2a says "UNKNOWN". What is taxable amount?

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1 Reply 362 Views

1 Reply

362 Views

Import from Merrill Edge doesn't import 1099B

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4 Replies 1328 Views

4 Replies

1328 Views

IRS pin to file

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1 Reply 287 Views

1 Reply

287 Views

software is skipping Social Security questions

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1 Reply 463 Views

1 Reply

463 Views

Why can't I enter Interest Income or Social Security benefits?

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1 Reply 1111 Views

1 Reply

1111 Views

$0 Income in 2023, and excess Roth IRA Contributions; Questions about yearly Roth IRA Contribution periods, form 5329, needs for amending, and how much to withdraw from Roth IRA

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5 Replies 5751 Views

5 Replies

5751 Views

Insurance Premiums

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2 Replies 707 Views

2 Replies

707 Views

W-2 box 12 code D is coded incomplete IAW IRS guidelines

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2 Replies 3946 Views

2 Replies

3946 Views

Retirement in 2024

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3 Replies 1529 Views

3 Replies

1529 Views

so when will the rmd calcs be fixed

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4 Replies 999 Views

4 Replies

999 Views

Roth 403B Limits

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2 Replies 3945 Views

2 Replies

3945 Views

Need info to get 1099R corrected for excess contributionI'

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1 Reply 2380 Views

1 Reply

2380 Views

1099-B Selling Stock

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5 Replies 4984 Views

5 Replies

4984 Views

J-1 (2 years) and F-1 (3 years and onward). Am I a resident or nonresident filer?

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1 Reply 5707 Views

1 Reply

5707 Views

Are tricare insurance premiums deducted from military retired pay pre-tax?

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1 Reply 8661 Views

1 Reply

8661 Views

Are overseas bank to bank wire transfers being taxed or should be reported to IRS? Is there a limit to avoid being taxed?

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8 Replies 23388 Views

8 Replies

23388 Views

Roth 401k rollover to Roth IRA and excess contributions

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8 Replies 3987 Views

8 Replies

3987 Views

SSA benefits received in 2023, withdrawn in 2023 and paid back once request letter was received in January , 2024 paid in full

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1 Reply 42314 Views

1 Reply

42314 Views

CA withholding by my employer is not correct. I am on disability pay and my company in Atlanta is withhold taxes. CA does not tax disability income. How do I change this

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1 Reply 12626 Views

1 Reply

12626 Views

Money received from estate

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2 Replies 7736 Views

2 Replies

7736 Views

Inherited IRA transfer into Rollover IRA

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6 Replies 11531 Views

6 Replies

11531 Views

Roth Conversion taxes for state of Colorado

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1 Reply 7052 Views

1 Reply

7052 Views

Gift Tax and Gift to Children

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2 Replies 20499 Views

2 Replies

20499 Views

Lemon Law Settlement Taxes

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1 Reply 7682 Views

1 Reply

7682 Views

taking advantage of indirect rollver from 401K 60 days window

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4 Replies 17190 Views

4 Replies

17190 Views

IRA contribution when QBI is my only income - Is this be a T-TAX flaw?

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13 Replies 33194 Views

13 Replies

33194 Views

Why did the software allow a "qualified business deduction in 2022 but not in 2023 ? ( no change to business)

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1 Reply 23888 Views

1 Reply

23888 Views

trying to file from outside the United States -cannot get past "Verify your phone number" now a couple of days late filing my taxes.

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1 Reply 9764 Views

1 Reply

9764 Views

Social Security Excess Refund

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2 Replies 3824 Views

2 Replies

3824 Views

Excess Contribution Withdrawal Roth IRA

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2 Replies 2648 Views

2 Replies

2648 Views

SSA question

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8 Replies 2019 Views

8 Replies

2019 Views

Cashed in old paper Series E Savings Bonds at my bank last year(2023). I received a very odd looking 1099int form from the US Treasury/Internal Revenue Service. Assuming its interest on my bonds but n...

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9 Replies 2996 Views

9 Replies

2996 Views

1099, capital gain, court/attorney , costs

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1 Reply 2009 Views

1 Reply

2009 Views

1099-NEC Income for 16 Year Old

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1 Reply 8546 Views

1 Reply

8546 Views

No Form CSA 1099R block 16

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1 Reply 1467 Views

1 Reply

1467 Views

other

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1 Reply 908 Views

1 Reply

908 Views

1099R For nonqualified annuity

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1 Reply 1737 Views

1 Reply

1737 Views

Backdoor Roth IRA conversion for 2023 and 2024

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1 Reply 2287 Views

1 Reply

2287 Views

Why TurboTax prompts: "Enter Prior Year Roth IRA Contributions" when done processing all 1099-Rs

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2 Replies 2889 Views

2 Replies

2889 Views

TurboTax 2023 Will not Calculate

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1 Reply 1514 Views

1 Reply

1514 Views

I received a 1099-R distribution from a decesased Parent, RMD does not look correctly calculated.

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0 Replies 1717 Views

0 Replies

1717 Views

1099-G - Total of all your payments and withholdings

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1 Reply 390 Views

1 Reply

390 Views

need 1099 of deceased parent

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1 Reply 288 Views

1 Reply

288 Views

Where can I find the clue or verify whether I took IRA deductible or not from the 1040 forms filed in the past few years?

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4 Replies 4690 Views

4 Replies

4690 Views

Rejected Tax return

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2 Replies 1009 Views

2 Replies

1009 Views

W2

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1 Reply 823 Views

1 Reply

823 Views

unable to Transmit return because TT said it not up to date but their no updates

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2 Replies 843 Views

2 Replies

843 Views

How do I list Where is this Benefit from?

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1 Reply 385 Views

1 Reply

385 Views

Minors & Social Security/Medicare Taxes

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2 Replies 5324 Views

2 Replies

5324 Views

Tax rule for EPFO withdrawal form India

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0 Replies 330 Views

0 Replies

330 Views

Accidentally Contributed to ROTH IRA

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1 Reply 1363 Views

1 Reply

1363 Views

Are Taxable Roth IRA Conversions Counted as Income for Covered California Benefit Calculation?

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3 Replies 3948 Views

3 Replies

3948 Views

Loss of a Simple IRA

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4 Replies 2050 Views

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2050 Views

where to report saa1099

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2 Replies 858 Views

2 Replies

858 Views

Received 1099-S sale of my late husband's house which he left to his children. I was the executrix of his will. I did not received any money from the sale

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5 Replies 1309 Views

5 Replies

1309 Views

inheritance 1040 and K1

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2 Replies 1329 Views

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1329 Views

Is there a benefit to paying off your mortgage in retirement?

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10 Replies 5419 Views

10 Replies

5419 Views

Can I contribute to a Traditional IRA and a SEP-IRA, and maybe a solo 401K, for 2022?

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5 Replies 15175 Views

5 Replies

15175 Views

Inflation Reduction Act of 2022 - Electrical Panel Upgrade

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1 Reply 655 Views

1 Reply

655 Views

secondary spouse tax relief

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1 Reply 617 Views

1 Reply

617 Views

california state tax adjustments 540NR

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1 Reply 2133 Views

1 Reply

2133 Views

Filing backdoor roth IRA

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5 Replies 1425 Views

5 Replies

1425 Views

Repaid cares act withdrawal in 2023, need to file ammend returns

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7 Replies 2441 Views

7 Replies

2441 Views

Has anyone resolved "needs review" error after entering 1099-G? All info is accurate/complete per what the State provided. Have deleted/restarted, same result each time.

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11 Replies 4493 Views

11 Replies

4493 Views

Turbotax says my Employer HSA contribution on w2 is wrong

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3 Replies 923 Views

3 Replies

923 Views

I have excess social security tax withheld. According to the TurboTax help article, this should automatically be added to my refund, but it is not.

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2 Replies 2014 Views

2 Replies

2014 Views

2021 HSA Excess Contribution - Filed 5329, Then Custodian Withdrew Excess

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4 Replies 2054 Views

4 Replies

2054 Views

Payee Rep and Taxes

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1 Reply 396 Views

1 Reply

396 Views

Second year in a row of excess Roth contribution confusion

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1 Reply 940 Views

1 Reply

940 Views

Roth Excess Contribution – How to determine the first tax year to submit Form-5329 for

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2 Replies 1027 Views

2 Replies

1027 Views

Retired and disabled people

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1 Reply 610 Views

1 Reply

610 Views

1099-R: The amount of taxes withheld on your 1099-R is more than your taxable retirement income...?

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9 Replies 4102 Views

9 Replies

4102 Views

Inconsistent IRA deduction in What-If worksheet

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1 Reply 719 Views

1 Reply

719 Views

Social Security

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4 Replies 1196 Views

4 Replies

1196 Views

Roth 401k to Roth IRA, can I do $6000 Backdoor Roth the same year?

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4 Replies 1469 Views

4 Replies

1469 Views

RMD for non-qualified annuities?

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9 Replies 3147 Views

9 Replies

3147 Views

1040X Overpayment

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1 Reply 590 Views

1 Reply

590 Views

(How) do I report sale of stock from within an Inherited IRA?

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2 Replies 1505 Views

2 Replies

1505 Views

Trad IRA Dist can I repay to a Roth w/o penalties?

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2 Replies 1164 Views

2 Replies

1164 Views

Problem with reporting IRA rollovers

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92 Replies 13219 Views

92 Replies

13219 Views

IL Property Tax Credit

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2 Replies 1269 Views

2 Replies

1269 Views

Is it true for the people that elected to have fees taken from refund that we will not be getting our direct deposits early? For example Chime states up to 5 days early?

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3 Replies 1051 Views

3 Replies

1051 Views

Rejected efile stating duplicate W2s.

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6 Replies 884 Views

6 Replies

884 Views

When will Form 8915-E (not F) be available to complete taxes?

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18 Replies 6534 Views

18 Replies

6534 Views

how do I locate new 2021 RMD tax tables

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2 Replies 629 Views

2 Replies

629 Views

Form 1310 - unclear on next actions

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4 Replies 946 Views

4 Replies

946 Views

State tax implications of coronavirus-related distribution (CRD) in Massachusetts

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5 Replies 2154 Views

5 Replies

2154 Views

401(a) defined contribution plan: tax treatment of contributions made outside of payroll

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3 Replies 1962 Views

3 Replies

1962 Views

Rehired after layoff. Severance was a taxed lump sum. Have to repay the "unused" weeks of severance, it is calculated on pretax sum. Can I get the taxes back when filing?

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3 Replies 966 Views

3 Replies

966 Views

Avoid AMT on transfer of IRA to Roth

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4 Replies 1738 Views

4 Replies

1738 Views

Inherited IRA - CARES Act allows repayment of 2020 distributions

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10 Replies 3725 Views

10 Replies

3725 Views

HSA tax exemption for remote work from NY for a CA company

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3 Replies 1512 Views

3 Replies

1512 Views

excluding SS benefits, my income is around $81,500, will my SS benefits be taxable?

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2 Replies 1000 Views

2 Replies

1000 Views

Retirement tax question regardind form 1099 R

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1 Reply 517 Views

1 Reply

517 Views

Withdraw excess IRA contribution and first time home purchase at the same time?

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1 Reply 738 Views

1 Reply

738 Views

How to handle consequence of Withdrawl from Social Security Request

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4 Replies 1709 Views

4 Replies

1709 Views

public service officer insurance 3K deduction

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2 Replies 1103 Views

2 Replies

1103 Views

Form 8606, Line 22 - Include 2014 403b rollover in Roth basis?

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4 Replies 2359 Views

4 Replies

2359 Views

Are annuities federal and/or tax deductible

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1 Reply 541 Views

1 Reply

541 Views

Earned no income in retirement.

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1 Reply 635 Views

1 Reply

635 Views

ENTERING CHECKING ACCT. # ON TAX FORM WHEN NOT GETTING REFUND OR PAYING

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1 Reply 502 Views

1 Reply

502 Views

Solo 401 Excess Contribution and Prompt Correction/1099-R

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1 Reply 1131 Views

1 Reply

1131 Views

What did you do with the Money from Teachers Retirement System of Georgia?

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1 Reply 575 Views

1 Reply

575 Views

1099-R Basis in Distribution

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3 Replies 1398 Views

3 Replies

1398 Views

Disability Retirement Taxes in CA

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3 Replies 1534 Views

3 Replies

1534 Views

Retirement Income

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2 Replies 1107 Views

2 Replies

1107 Views

2019 Roth IRA contribution incorrectly put into Traditional IRA account

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4 Replies 2200 Views

4 Replies

2200 Views

Best way to use a Beneficiary IRA

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1 Reply 1472 Views

1 Reply

1472 Views

If I did a backdoor roth conversion for a previous year, do I need to amend my previous year's return?

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1 Reply 850 Views

1 Reply

850 Views

Solo 401k contribution for sole proprietor, new EIN in 2020

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4 Replies 2214 Views

4 Replies

2214 Views

Irrevocable Trust best time to determine FMV of home

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1 Reply 553 Views

1 Reply

553 Views

why cant I enter the real estate tax

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1 Reply 530 Views

1 Reply

530 Views

Incorrect basis Backdoor Roth

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1 Reply 596 Views

1 Reply

596 Views

Recharacterization and is the Net Income Attributable Taxable?

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2 Replies 2263 Views

2 Replies

2263 Views

1099 forms split between revocable and irrevocable Trust

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2 Replies 5264 Views

2 Replies

5264 Views

Income tax on retirement income I receive from North Carolina.

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2 Replies 1138 Views

2 Replies

1138 Views

TD Ameritrade

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5 Replies 2562 Views

5 Replies

2562 Views

Defined Contribution Plan

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1 Reply 610 Views

1 Reply

610 Views

I get rental income from my parish and the 1099 Misc also included my jury duty pay. Turbo tax treated the jury duty as a Sch C -self employed. I deleted it but it still shows up on the summary. I ...

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