Retirement Tax Tips and Answers | TurboTax® Support

Employment Selection

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1 Reply 637 Views

1 Reply

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

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1 Reply 2681 Views

1 Reply

2681 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?

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5 Replies 2112 Views

5 Replies

2112 Views

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

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1 Reply 557 Views

1 Reply

557 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?

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6 Replies 2426 Views

6 Replies

2426 Views

401K loan balance distribution

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4 Replies 1651 Views

4 Replies

1651 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"?

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7 Replies 3669 Views

7 Replies

3669 Views

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

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3 Replies 1764 Views

3 Replies

1764 Views

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

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3 Replies 1185 Views

3 Replies

1185 Views

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

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5 Replies 14764 Views

5 Replies

14764 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?

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1 Reply 1048 Views

1 Reply

1048 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?

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1 Reply 995 Views

1 Reply

995 Views

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

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1 Reply 1212 Views

1 Reply

1212 Views

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

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3 Replies 4557 Views

3 Replies

4557 Views

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

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3 Replies 2906 Views

3 Replies

2906 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?

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3 Replies 1462 Views

3 Replies

1462 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.

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13 Replies 7654 Views

13 Replies

7654 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 1285 Views

2 Replies

1285 Views

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

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1 Reply 1033 Views

1 Reply

1033 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?

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1 Reply 1105 Views

1 Reply

1105 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?

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1 Reply 831 Views

1 Reply

831 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.

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1 Reply 864 Views

1 Reply

864 Views

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

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6 Replies 2049 Views

6 Replies

2049 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.

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3 Replies 1618 Views

3 Replies

1618 Views

Does the social security administration notify irs of taxpayers death?

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3 Replies 2769 Views

3 Replies

2769 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?

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2 Replies 1205 Views

2 Replies

1205 Views

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

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2 Replies 1333 Views

2 Replies

1333 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?

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4 Replies 1527 Views

4 Replies

1527 Views

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

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3 Replies 3948 Views

3 Replies

3948 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.

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1 Reply 1392 Views

1 Reply

1392 Views

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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