Retirement Tax Tips and Answers | TurboTax® Support

Employment Selection

by on Latest post on by

1 Reply 691 Views

1 Reply

691 Views

Adjustments to GA income due to Alabama state retirement (nonresident)

by on Latest post on by

1 Reply 2774 Views

1 Reply

2774 Views

In 2017, I got money from my dad's 401k because he died. Does it still count on the question: "Did you receive any distributions from a retirement plan after 2015?

by on Latest post on by

5 Replies 2151 Views

5 Replies

2151 Views

Can't figure out how to properly enter excess ROTH IRA contributions for 2021 into my Turbo Tax

by on Latest post on by

1 Reply 586 Views

1 Reply

586 Views

I made an error on my form 5329 - form says the tax was to my husband at the top but the IRA was actually mine. We are married filing jointly so does this matter?

by on Latest post on by

6 Replies 2488 Views

6 Replies

2488 Views

401K loan balance distribution

by on Latest post on by

4 Replies 1690 Views

4 Replies

1690 Views

I'm trying to submit my 1099r and I can't locate the Federal ID Number on the form. Would it go by a different name like "payer's TIN"?

by on Latest post on by

7 Replies 3716 Views

7 Replies

3716 Views

I thought my social security income doesn't get added if I'm 67years old?

by on Latest post on by

3 Replies 1845 Views

3 Replies

1845 Views

WHERE DO I REPORT MY RETIREMENT INCOME FROM MY PENSION FUND?

by on Latest post on by

3 Replies 1206 Views

3 Replies

1206 Views

What are ramifications of default on 401K loan, can’t afford to pay?

by on Latest post on by

5 Replies 14873 Views

5 Replies

14873 Views

If I take out contributions or basis from a Roth it isn't taxable, but do I need a special form at tax time to show I took out a contribution?

by on Latest post on by

1 Reply 1065 Views

1 Reply

1065 Views

Should I only list my income as additional income with no 1099 forms if I am a freelancer but I did not do enough work for American companies to get 1099 forms?

by on Latest post on by

1 Reply 1006 Views

1 Reply

1006 Views

Since I entered a 1099-R as a W-2, do I need to correct my tax submission?

by on Latest post on by

1 Reply 1233 Views

1 Reply

1233 Views

"Tell us the value of your Traditional IRA" when the full amount was converted to Roth IRA.

by on Latest post on by

3 Replies 4597 Views

3 Replies

4597 Views

Can i rollover my monthly pesion distribution to a trdational ira to shelter taxable status

by on Latest post on by

3 Replies 2948 Views

3 Replies

2948 Views

I participate in a company sponsored 401k and will have a 2017 taxable income of $109k+. Would a Traditional IRA contribution be tax deductible for me?

by on Latest post on by

3 Replies 1488 Views

3 Replies

1488 Views

What is taking Form 8915, Qualified Hurricane Retirement Plan Distributions so long to get released? First it was 2/8/18, then 2/15/18, 2/23/18, now its saying 3/1/18.

by on Latest post on by

13 Replies 7765 Views

13 Replies

7765 Views

. ( OR RATHER irs SAYS I OWE MORE MONEY BECAUSE my SOCIAL SECURITY INCOME WAS FIGURED IN CORRECTLY, hOW DO I GET HELP?

by on Latest post on by

2 Replies 1310 Views

2 Replies

1310 Views

My 1099R taxable amount does not include the $822 monthly medical deduction. Can this premium be counted as a medical expense?

by on Latest post on by

1 Reply 1051 Views

1 Reply

1051 Views

Why are my taxes the lowest when I contribute 6500 to my IRA & higher when I contribute either 4000 or 12500 I owe more taxes at either amount than the standard 6,500?

by on Latest post on by

1 Reply 1125 Views

1 Reply

1125 Views

Can my wife who is now working as a sole proprietor contribute to my SEP if we file jointly or does she have to have a seperate SEP?

by on Latest post on by

1 Reply 854 Views

1 Reply

854 Views

I have a question if I should file jointly or separate with my new wife? She paid medical bills this year ($10000) and I got $50000 from my Dad's life insurance.

by on Latest post on by

1 Reply 889 Views

1 Reply

889 Views

I missed the 60-day role over window from my IRA - now what do I do?

by on Latest post on by

6 Replies 2107 Views

6 Replies

2107 Views

Being retired this whole year,can I still claim my grandkids for EITC ..my income is social security and two pensions.they live with me fulltime.

by on Latest post on by

3 Replies 1648 Views

3 Replies

1648 Views

Does the social security administration notify irs of taxpayers death?

by on Latest post on by

3 Replies 2820 Views

3 Replies

2820 Views

I have no income from any employment. All of my income is from state retirement, social security and minimum distributions from investments. Do I need any W-2s?

by on Latest post on by

2 Replies 1228 Views

2 Replies

1228 Views

Is a "2017 Required Minimum Distribution Statement" the same as a 1099-R?

by on Latest post on by

2 Replies 1356 Views

2 Replies

1356 Views

If we bought a home in Ohio with cash in July after retirement but moved from NY to Ohio in Dec, how should we file?

by on Latest post on by

4 Replies 1550 Views

4 Replies

1550 Views

Do I file ms state tax if I only have pension and ssi benefits?

by on Latest post on by

3 Replies 4000 Views

3 Replies

4000 Views

My wife and I both had FIT deducted from our social security income. Where can I enter voluntary federal income tax withheld? There's no box on the TurboTax form.

by on Latest post on by

1 Reply 1412 Views

1 Reply

1412 Views

Expert does your taxes

Do it yourself

Resources

Support

Topics with Label: TurboTax Basic Online

Employment Selection

Adjustments to GA income due to Alabama state retirement (nonresident)

In 2017, I got money from my dad's 401k because he died. Does it still count on the question: "Did you receive any distributions from a retirement plan after 2015?

Can't figure out how to properly enter excess ROTH IRA contributions for 2021 into my Turbo Tax

I made an error on my form 5329 - form says the tax was to my husband at the top but the IRA was actually mine. We are married filing jointly so does this matter?

401K loan balance distribution

I'm trying to submit my 1099r and I can't locate the Federal ID Number on the form. Would it go by a different name like "payer's TIN"?

I thought my social security income doesn't get added if I'm 67years old?

WHERE DO I REPORT MY RETIREMENT INCOME FROM MY PENSION FUND?

What are ramifications of default on 401K loan, can’t afford to pay?

If I take out contributions or basis from a Roth it isn't taxable, but do I need a special form at tax time to show I took out a contribution?

Should I only list my income as additional income with no 1099 forms if I am a freelancer but I did not do enough work for American companies to get 1099 forms?

Since I entered a 1099-R as a W-2, do I need to correct my tax submission?

"Tell us the value of your Traditional IRA" when the full amount was converted to Roth IRA.

Can i rollover my monthly pesion distribution to a trdational ira to shelter taxable status

I participate in a company sponsored 401k and will have a 2017 taxable income of $109k+. Would a Traditional IRA contribution be tax deductible for me?

What is taking Form 8915, Qualified Hurricane Retirement Plan Distributions so long to get released? First it was 2/8/18, then 2/15/18, 2/23/18, now its saying 3/1/18.

. ( OR RATHER irs SAYS I OWE MORE MONEY BECAUSE my SOCIAL SECURITY INCOME WAS FIGURED IN CORRECTLY, hOW DO I GET HELP?

My 1099R taxable amount does not include the $822 monthly medical deduction. Can this premium be counted as a medical expense?

Why are my taxes the lowest when I contribute 6500 to my IRA & higher when I contribute either 4000 or 12500 I owe more taxes at either amount than the standard 6,500?

Can my wife who is now working as a sole proprietor contribute to my SEP if we file jointly or does she have to have a seperate SEP?

I have a question if I should file jointly or separate with my new wife? She paid medical bills this year ($10000) and I got $50000 from my Dad's life insurance.

I missed the 60-day role over window from my IRA - now what do I do?

Being retired this whole year,can I still claim my grandkids for EITC ..my income is social security and two pensions.they live with me fulltime.

Does the social security administration notify irs of taxpayers death?

I have no income from any employment. All of my income is from state retirement, social security and minimum distributions from investments. Do I need any W-2s?

Is a "2017 Required Minimum Distribution Statement" the same as a 1099-R?

If we bought a home in Ohio with cash in July after retirement but moved from NY to Ohio in Dec, how should we file?

Do I file ms state tax if I only have pension and ssi benefits?

My wife and I both had FIT deducted from our social security income. Where can I enter voluntary federal income tax withheld? There's no box on the TurboTax form.

I didn’t get a 1099 but TurboTax keeps asking me to fill one in. I did not have any IRA distributions in 2018. Why can’t I skip this and file?

Is bank account dividend consider taxable?

Do you have a TurboTax Online account?

Topics with Label: TurboTax Basic Online