Retirement Tax Tips and Answers | TurboTax® Support

1099-R show code Q; however, distribution is included in income. Should this Roth not be tax exempt?

by on Latest post by

3 Replies 15338 Views

3 Replies

15338 Views

What is state distribution and why it is blank on my form?

by on Latest post on by

23 Replies 89677 Views

23 Replies

89677 Views

Do I need TurboTax Deluxe or Premier edition? I did not sell any stocks or mutual funds. I do have dividend earnings from my stocks, mutual funds and Roth IRA accounts.

by on Latest post on by

7 Replies 10805 Views

7 Replies

10805 Views

Backdoor Roth IRA conversion of 2 years' non-deductible traditional IRA contributions

by on Latest post on by

14 Replies 8706 Views

14 Replies

8706 Views

Does North Carolina tax Federal Retirement or Social Security?

by on Latest post on by

18 Replies 19478 Views

18 Replies

19478 Views

Distribution on K-1

by on Latest post on by

22 Replies 11038 Views

22 Replies

11038 Views

I received a distribution on a 1099-r distribution code 8. I am trying to rollover to an IRA but TurboTax does not provide the dropdown on what I am doing with the money

by on Latest post on by

7 Replies 36686 Views

7 Replies

36686 Views

Is there a filing requirement for a final income tax return for a deceased taxpayer, only source of income is social security and he's below minimum filing requirement?

by on Latest post on by

2 Replies 4297 Views

2 Replies

4297 Views

My NJ Pension payments should by excluded from my state income tax return for the first two years of retirement How do I exclude this from my NJ state return?

by on Latest post on by

2 Replies 4924 Views

2 Replies

4924 Views

Are Pension Payments from my ex-husband considered Alimony, my decree does not state this income as Alimony, and it is paid to me by my ex after he pays taxes on it 1st?

by on Latest post on by

11 Replies 12280 Views

11 Replies

12280 Views

For the state of Oregon, does a military service pension meet the requirements of a federal service pension?

by on Latest post on by

4 Replies 4541 Views

4 Replies

4541 Views

How do I enter excess 401K deferrals in TurboTax Deluxe? (about $20 over the $18K limit—getting distributed before April 15, but 1099R won’t come until Jan 2019)

by on Latest post on by

3 Replies 5178 Views

3 Replies

5178 Views

"I have SS permanent disability starting in 2017 but also earn a small amoutn of money. I did not receive an SS 1099. Do I have to pay taxes on the SS income?

by on Latest post on by

2 Replies 2700 Views

2 Replies

2700 Views

One of my 1099-INT shows an early withdrawal penalty for a regular CD. Can I deduct this from my tax returns and how using Turbotax?

by on Latest post on by

7 Replies 6662 Views

7 Replies

6662 Views

Is a public prosecutor district attorney a public safety employee?

by on Latest post on by

2 Replies 2499 Views

2 Replies

2499 Views

1099-R Mother's Pension Distribution upon Death

by on Latest post on by

8 Replies 12582 Views

8 Replies

12582 Views

Where is the place in TurboTax Deluxe to do what if analysis for 2019? I did that last year but can't find it this year.

by on Latest post on by

2 Replies 3072 Views

2 Replies

3072 Views

How to report 401(k) excess contribution made in 2015 and included in my 2015 return but now receiving a 1099-R for 2016?

by on Latest post on by

3 Replies 1826 Views

3 Replies

1826 Views

Can I claim the retirement credit of $130.00 that the state of Ohio offers on my 2016 tax form if I retired November 30, 2016?

by on Latest post on by

2 Replies 1652 Views

2 Replies

1652 Views

If I inherited an annuity in & received a form OMB 1545-0119 with an amount in box 1 “gross distribution” & another in box 2 “Taxable amount” what r the tax implications?

by on Latest post on by

10 Replies 5940 Views

10 Replies

5940 Views

No option to choose "State and Local tax refund" on 1099-G page.

by on Latest post on by

4 Replies 3765 Views

4 Replies

3765 Views

Can I import 1099r from delta airlines pension?

by on Latest post on by

2 Replies 3918 Views

2 Replies

3918 Views

Traditional IRA contribution in February 2019, converting the Traditional to Roth IRA in February 2019.

by on Latest post on by

3 Replies 2130 Views

3 Replies

2130 Views

Is social security tax payable on retirement income?

by on Latest post on by

3 Replies 2390 Views

3 Replies

2390 Views

If a Trad IRA contrib gives me a Ret Savings Credit and I convert that Trad to Roth the next year, do I have to repay the credit or just pay tax on the conversion?

by on Latest post on by

5 Replies 2779 Views

5 Replies

2779 Views

I received a 1099-R for my military retirement pay but I am 90% disable veteran. Do I owe taxes on my entire retirement pay?

by on Latest post on by

1 Reply 5246 Views

1 Reply

5246 Views

A dependent student with $15,000 in earnings, tax year 2018. Does he/she need to file, if he/she contributes $3000 to IRA (pushes his/her AGI to standard deduction)?

by on Latest post on by

2 Replies 1644 Views

2 Replies

1644 Views

How do I create IRS form 4972 (Lump Sum Distribution) using turbotax business for a 1041 Estate return? I do have an eligible 1099-R.

by on Latest post on by

1 Reply 2028 Views

1 Reply

2028 Views

My turboTax deluxe offers only a place to enter one 1099R set of data. How can I enter the data for my wife, also?

by on Latest post on by

1 Reply 1244 Views

1 Reply

1244 Views

Should I receive 1099R for my required minimum distributions?

by on Latest post on by

1 Reply 1291 Views

1 Reply

1291 Views

I am a retired engineer - can I still deduct technical publications & subscriptions?

by on Latest post on by

1 Reply 1857 Views

1 Reply

1857 Views

I had no taxable investment sales during the year (2017). I did have a direct Roth 401K rollover to a Roth IRA. Can I use Deluxe, or do I have to get Premier for that?

by on Latest post on by

1 Reply 1118 Views

1 Reply

1118 Views

My husband was forced to cash out his 401k due to his employer terminating the policy. Does this qualify under "other" reason to not have to pay additional tax?

by on Latest post on by

1 Reply 1436 Views

1 Reply

1436 Views

10K extra from IRA fixed in Dec. 5498 in May reports indirect rollover back to IRA Will file extension til May. How report correct $ & what explanation needed w/ return?

by on Latest post on by

1 Reply 1170 Views

1 Reply

1170 Views

What are the residency requirements for income tax for Oregon and can I move to Washington temporarily to avoid this tax on a onetime retirement payout?

by on Latest post on by

3 Replies 3214 Views

3 Replies

3214 Views

My spouse took a distribution from an IRA inherited in December 2017. Is it possible to transfer it back to a beneficiary IRA to avoid tax consequences now?

by on Latest post on by

2 Replies 1655 Views

2 Replies

1655 Views

Will I receive a tax form for a surrendered annuity account if the check shows taxes were withheld? The account had a $507 balance and surrendered after age 59.5.

by on Latest post on by

2 Replies 2025 Views

2 Replies

2025 Views

In Feb '16 I invested $11K (nondeductible) into a Trad IRA ($5.5 for '15 and $5.5 for '16) a few days later is was sold and rolled over to a ROTH IRA. How do I report?

by on Latest post on by

1 Reply 1112 Views

1 Reply

1112 Views

I contributed over $5,500 to a SEP IRA in 2016, if I enter amount with the traditional IRA section of Turbo Tax, it shows that I owe a penalty. Where do I enter info?

by on Latest post on by

1 Reply 891 Views

1 Reply

891 Views

I am 80 years old. My wife is 80 tears old. For STANDARD tax inclusion on our Deluxe return, do I enter $12,000 for me and $1,200 for wife?

by on Latest post on by

1 Reply 1135 Views

1 Reply

1135 Views

Received a 1099R for an IRA I inherited and transfered to an inherited IRA. Box 2 and 2a both have the total amount? Should 2a have anything other than 0?

by on Latest post on by

30 Replies 7007 Views

30 Replies

7007 Views

Is health insurance premium subtracted out of my retirement pension plan tax deductible?

by on Latest post on by

1 Reply 1435 Views

1 Reply

1435 Views

I am retiring at age 57. My spouse is age 64. If I roll my employer 401k to a traditional IRA, will we have to pay penalties if we start withdrawals immediately?

by on Latest post on by

1 Reply 1968 Views

1 Reply

1968 Views

Credit for retirement savings contributions-husband contributed 8,723, yet only giving credit of $200, that's not 10%, unless max is per person since I didn't contribute

by on Latest post on by

4 Replies 1604 Views

4 Replies

1604 Views

If a 1099R has an amount for Illinois (box 13 = IL), state tax withheld (box 12), the amount must be less than the amount for state distribution (box 14).. Help please.

by on Latest post on by

8 Replies 4772 Views

8 Replies

4772 Views

When I entered my retirement amount for the year turbotax said lump sum taken. Not true it was monthly.

by on Latest post on by

1 Reply 1173 Views

1 Reply

1173 Views

Forgot to file my 2018 1099R with my accepted 2018 taxes, what can I do.

by on Latest post on by

1 Reply 1044 Views

1 Reply

1044 Views

What documentation is needed with return for QCD from IRA?

by on Latest post on by

1 Reply 1773 Views

1 Reply

1773 Views

How do I handle in Turbo Tax so I am not taxed on the amount of an extra RMD?

by on Latest post on by

1 Reply 1173 Views

1 Reply

1173 Views

I lived in GA and SC in the same year. When I moved I still receive my ss pension all year should I divide my pension before I enter it or will the system do it for me.

by on Latest post on by

1 Reply 1119 Views

1 Reply

1119 Views

How do I get past this error message: "Earlier year taxable social security benefits taxpayer should not be more that $10,917, 85% of the sum of Line B."

by on Latest post on by

7 Replies 3150 Views

7 Replies

3150 Views

I can't figure out how to enter my solo 401k contribution on TT Deluxe desktop version.

by on Latest post on by

1 Reply 1734 Views

1 Reply

1734 Views

Is California Public Employees’ Retirement System (calpers) a qualified plan or non-qualified plan?

by on Latest post on by

1 Reply 4561 Views

1 Reply

4561 Views

Why doesn't turbotax ask if i want to save data when I close out. ?It did last year.

by on Latest post on by

1 Reply 1495 Views

1 Reply

1495 Views

1099-r shows gross distribution but is my contribution not earnings. how do I enter that into turbotax so this is not taxable income

by on Latest post on by

6 Replies 3246 Views

6 Replies

3246 Views

The IRS has eased the threshhold for the penalty calculation from 90% to 85%. When will that be reflected in Turbotax?

by on Latest post on by

1 Reply 1170 Views

1 Reply

1170 Views

I got $42,000 from an inheritance. Is that taxable? Do I have to list it as income? Married, file jointly combined income $99,000 w/out the 42k. Thanks from Seattle.

by on Latest post on by

1 Reply 1635 Views

1 Reply

1635 Views

Reporting a 401k over contribution in 2015 or 2016

by on Latest post on by

3 Replies 2015 Views

3 Replies

2015 Views

How much of my IRA contribution can I use as MO Source Adjustments to Federal Income on MO-NRI?

by on Latest post on by

1 Reply 1489 Views

1 Reply

1489 Views

What are the penalties if there is not enough money in my checking acct on Friday 4/7? I messed up, it won't be there until 4/11. Is it too late to fix?

by on Latest post on by

1 Reply 1653 Views

1 Reply

1653 Views

My 1098-t is higher than my 1099-q but turbotax is adding income to my 1040

by on Latest post on by

1 Reply 1320 Views

1 Reply

1320 Views

Can I fund a retirement after April 16th 2018 for the tax year 2017? If I file an extension, can I get a tax break and fund retirement if I wait until October?

by on Latest post on by

2 Replies 1298 Views

2 Replies

1298 Views

How many Forms 1099-R will TurboTax Deluxe let me enter? (I receive five 1099-R forms for my required minimum distributions from IRAs.)

by on Latest post on by

3 Replies 3969 Views

3 Replies

3969 Views

When trying to determine the basis for my retirement on PA taxes. What is the definition of "contributed" to the retirement plan?

by on Latest post on by

3 Replies 1895 Views

3 Replies

1895 Views

How do I enter money I withdrew from my Money Market Account on my tax return?

by on Latest post on by

1 Reply 8179 Views

1 Reply

8179 Views

Are retirement plan (CalSTRS) reimbursements for health insurance premiums reportable as income

by on Latest post on by

1 Reply 1874 Views

1 Reply

1874 Views

What is included in the amount on the IA 1040 form line 33 as the amount does not match what I had to pay the IRS in 2016 for 2015 taxes due?

by on Latest post on by

1 Reply 3070 Views

1 Reply

3070 Views

Last year I moved from TX to NYC. The move happened towards the end of the year. I rolled over my 401k into my Roth IRA. Do I need to pay state tax on the Roth?

by on Latest post on by

1 Reply 1722 Views

1 Reply

1722 Views

What’s the difference between a 1099-R and a CSA 1099-R? I am a retired Federal Agent and I received a CSA 1099-R, will it make a difference if I use a 1099-R on T Tax?

by on Latest post on by

1 Reply 3460 Views

1 Reply

3460 Views

My wife has a job where she is covered by a pension, but earns about as much from a consulting business on the side. Can she deduct contributions to her traditional IRA?

by on Latest post on by

1 Reply 1180 Views

1 Reply

1180 Views

How to fill out form 5329 with a Roth IRA and traditional IRA withdrawal used for a first time home purchase.

by on Latest post on by

4 Replies 2557 Views

4 Replies

2557 Views

The irasepsimple box is checked on my copy of the 1099r. What is the X in that box for?

by on Latest post on by

1 Reply 1128 Views

1 Reply

1128 Views

Do I have to file if I had no income except for interest earned on IRA accounts, or interest on a money market account that is less than $100 dollars?

by on Latest post on by

3 Replies 1642 Views

3 Replies

1642 Views

I reside in NC but received an IRA distribution from my deceased mother who lived in OH. Do I need to file both an Oho State Tax Return in addition to one for NC?

by on Latest post on by

2 Replies 1216 Views

2 Replies

1216 Views

How do I change a 1099 to a corrected 1099 if my return has not been filed?

by on Latest post on by

1 Reply 1138 Views

1 Reply

1138 Views

As a retired minister, how do I list my housing allowance portion from my 1099-R?

by on Latest post on by

1 Reply 1898 Views

1 Reply

1898 Views

My wife's Mother died 12/2016 and my wife inherited some CDs. Some of the reported 1099-int interest was paid to her mother. Must she claim this interest?

by on Latest post on by

1 Reply 1232 Views

1 Reply

1232 Views

Can the deluxe version handle Forms 1098,1099-R,1099-Q, and SSA-1099?

by on Latest post on by

1 Reply 2225 Views

1 Reply

2225 Views

How do I get Turbotax to calculate the taxable amount of an IRA distribution (form 1040 line 4b)? The cost basis and end-of-year value of my IRA account are on form 8606.

by on Latest post on by

1 Reply 1475 Views

1 Reply

1475 Views

What should I file for my wife's small income in another state?

by on Latest post on by

4 Replies 2624 Views

4 Replies

2624 Views

SSA-1099...where do I show that the income is half taxed, according to inter/questionaire on IRS website? No idea where to place that.

by on Latest post on by

3 Replies 1933 Views

3 Replies

1933 Views

Does the income distribution between spouses matter when filing jointly?

by on Latest post on by

3 Replies 2245 Views

3 Replies

2245 Views

I have a 1099-R with a distribution code G - indicating rollover. In box 2b no boxes are checked. Should the total distribution box be checked or is this not an issue?

by on Latest post on by

1 Reply 1706 Views

1 Reply

1706 Views

Why is retirement income via Form 1099-R shown as wages (line 2) instead of retirement income (line 4)?

by on Latest post on by

1 Reply 917 Views

1 Reply

917 Views

Found the section RothIRAs, and remembered I've had one for 10+yrs but never put on my tax return, is it going to come back and bite me? Deposit only, no withdrawals.

by on Latest post on by

1 Reply 1126 Views

1 Reply

1126 Views

I converted deductible IRA to Roth IRA in December 2017. Can I recharacterize?

by on Latest post on by

1 Reply 1618 Views

1 Reply

1618 Views

How do I find my tax bracket? (Needing to pull money from my retirement)

by on Latest post on by

1 Reply 1293 Views

1 Reply

1293 Views

I over contributed to a roth IRA and in 2018. I recharacterized to tira in march 2019. How do I account for this in turbo tax. Do i fill out Roth & traditional sections

by on Latest post on by

4 Replies 2057 Views

4 Replies

2057 Views

What version of turbotax is needed to report an RMD from a 401K, 403b, and IRA accounts?

by on Latest post on by

3 Replies 2782 Views

3 Replies

2782 Views

Can I now open an IRA with $6000 to take the deduction on this return? 2017 1040 shows AGI at $38,641

by on Latest post on by

2 Replies 1437 Views

2 Replies

1437 Views

I contributed $3k to a traditional IRA in March 2017 for tax year 2016. I reported $2080 - the deductible amount, and didn't report the nondeductible $920. What options?

by on Latest post on by

1 Reply 1129 Views

1 Reply

1129 Views

Roth ira contribution for 2018

by on Latest post on by

1 Reply 1625 Views

1 Reply

1625 Views

Do I need to amend my 2017 taxes for an excess contribution to a Roth IRA for which I received a 1099-R in 2018?

by on Latest post on by

2 Replies 1693 Views

2 Replies

1693 Views

Why doesn’t the amount on my W-2 box 12w for HSA contribution (taxpayer) equal the amount in box 2 (total contributions made in 2018) on my 5498-SA from the bank?

by on Latest post on by

1 Reply 1196 Views

1 Reply

1196 Views

My husband earned $500 in income but didn't receive a 1099, how do I enter it?

by on Latest post on by

1 Reply 985 Views

1 Reply

985 Views

Line 10 of my 2018 tax return is $252,784. Line 11a, is $48.744. I manually calculate the tax to be $49,247. Am I missing something?

by on Latest post on by

3 Replies 1563 Views

3 Replies

1563 Views

E filing will not except 0 withholding in box 12a from a1099-R what can I do?i am unable to e-file because state withholding box 12a is zero.

by on Latest post on by

1 Reply 1241 Views

1 Reply

1241 Views

How do I enter the 457(b) in the TurboTax software with catch-up? The error says that I cannot exceed 24K the limit But my 457(b) with the catch-up is 37K.

by on Latest post on by

1 Reply 1211 Views

1 Reply

1211 Views

Why are my 1099sa gross distributions counted as income. I payed at the doctor's office with my HSA Debit Card. It was reported on1099sa as gross distributions code1.

by on Latest post on by

1 Reply 1593 Views

1 Reply

1593 Views

I received a 1099-R with the amount in Box 1 and Box 5 equal, Box 2a is Blank, and Box 7 only has a Code W (no Code 6). Is this taxable income?

by on Latest post on by

1 Reply 1617 Views

1 Reply

1617 Views

My siblings, who are not US citizens, will transfer some money left by my deceased non-US parent to me. Is filing an IRS 3520 all I need to do for amount above $100,000?

by on Latest post on by

1 Reply 1706 Views

1 Reply

1706 Views

Do I need to file Mich taxes on a bonus I received in 2018 from my employer that I retired from, when I moved to Wash state in 2017?

by on Latest post on by

1 Reply 1506 Views

1 Reply

1506 Views

My consulting income is listed in my total taxable income on line 12 and Business tax is calculated on line 57 of the 1040. Am I being double taxed for this income?

by on Latest post on by

1 Reply 1238 Views

1 Reply

1238 Views

Box 7 has D7 codes. Is this IRA distribution still a qualified IRA?

by on Latest post on by

2 Replies 13655 Views

2 Replies

13655 Views

How do I fill out form 5329 for missing RMD in 2016 but then took it and 2017 RMD in 02/2017?

by on Latest post on by

1 Reply 1202 Views

1 Reply

1202 Views

Qualified tuition program comp or taxable distribution - I am being taxed on a portion of my distributions from my 529 plan. How is this number on line 2b calculated?

by on Latest post on by

1 Reply 1611 Views

1 Reply

1611 Views

On my 1099 r ,#7 distribution code is 2b , what do i select? I did 2 from the first drop down and b from the second dropdown. i get an error on the review.

by on Latest post on by

1 Reply 1744 Views

1 Reply

1744 Views

I filed early with 1099s, but forgot i item of $33. redid taxes and came out same. Have not refiled. Should I?

by on Latest post on by

1 Reply 1232 Views

1 Reply

1232 Views

Why is Box 1 distribution used as income when Box 2 a has a smaller amount on my 1099R?

by on Latest post on by

1 Reply 1183 Views

1 Reply

1183 Views

Is there a section in TurboTax that allows me to do a catch-up contribution to my 401K?

by on Latest post on by

1 Reply 1008 Views

1 Reply

1008 Views

Excess 401(k) Contribution are Preventing e-File will Turbo Tax be fixing this problem before the April 15th filing Deadline?

by on Latest post on by

1 Reply 1117 Views

1 Reply

1117 Views

How much can me and my wife contribute to a Roth IRA if my wife also belongs to a 403b plan at work

by on Latest post on by

1 Reply 1352 Views

1 Reply

1352 Views

Iowa pension exclusion?

by on Latest post on by

1 Reply 2184 Views

1 Reply

2184 Views

Should I claim my deceased sibling's SSA-1099 amount on my return when it was paid to me even though it has his social security number?

by on Latest post on by

1 Reply 1278 Views

1 Reply

1278 Views

How do I send my 1099 int; 1099- R; 1099-G; and SSA-1098 forms when I E-file

by on Latest post on by

1 Reply 1039 Views

1 Reply

1039 Views

I have an annuity, I'm NOT retired. I withdrew/sold the "Free Withdrawal Amount" from the Annuity. Do I need the Primeir version of TurboTax for that?

by on Latest post on by

1 Reply 908 Views

1 Reply

908 Views

Can a SEP IRA transfer to a Traditional IRA be an excess or otherwise disallowed contribution?

by on Latest post on by

1 Reply 1748 Views

1 Reply

1748 Views

"I borrowed 30,000 from my IRA and returned 20,000 within 60 days. How do I enter form 5498, I should not pay tax on the 20,000"

by on Latest post on by

3 Replies 1457 Views

3 Replies

1457 Views

How do I get MA state software (with TurboTax Deluxe for Mac) to exempt out-of-state pension distribution? (It was 403b pension money previously rolled over to an IRA.)

by on Latest post on by

13 Replies 4252 Views

13 Replies

4252 Views

I receive monthly retirement payments do i have to say what i did with the money

by on Latest post on by

5 Replies 3537 Views

5 Replies

3537 Views

How to report data in Box 1g for 1099-B?

by on Latest post on by

2 Replies 11677 Views

2 Replies

11677 Views

Does Turbo Tax calculate Social Security tax liability?

by on Latest post on by

1 Reply 4898 Views

1 Reply

4898 Views

Why are the dates listed as 2016 and 2017 when I am at the page titled "Enter Business Income Not Reported on 1099"?

by on Latest post on by

2 Replies 1366 Views

2 Replies

1366 Views

Is Keogh (HR 10) Plan distribution & account balance info reportable on Form 8606 along with IRA info on lines 6 & 7?

by on Latest post on by

1 Reply 1668 Views

1 Reply

1668 Views

If my taxable income is 0 how can i owe 59 in federal taxes

by on Latest post on by

3 Replies 1526 Views

3 Replies

1526 Views

Do both long-term and short-term capital gains count toward the income limit for being able to contribute to a Roth IRA?

by on Latest post on by

1 Reply 11442 Views

1 Reply

11442 Views

My husband is retired & working he is collecting Social Security for retirement, how do I answer ? asking what he does for a living? Do I input retired or working Sales?

by on Latest post on by

1 Reply 1061 Views

1 Reply

1061 Views

I over contributed to my 401k

by on Latest post on by

1 Reply 1486 Views

1 Reply

1486 Views

How do I report my deceased dad's 1099R on my mom's single return?

by on Latest post on by

1 Reply 1113 Views

1 Reply

1113 Views

How to report 401k excess deferral refund when the provider levies a fee?

by on Latest post on by

1 Reply 1266 Views

1 Reply

1266 Views

I can't enter more than one 1099 R pensions with different codes from the same company. My spouse passed away this year and it is a joint return.

by on Latest post on by

1 Reply 1140 Views

1 Reply

1140 Views

What amount of the US savings bond interest should I enter? is the form 8815 amount or as reported on 1099?

by on Latest post on by

1 Reply 931 Views

1 Reply

931 Views

If 1099-R shows "2" in box 7 and IRA/SEP/SIMPLE box unchecked, what should you enter in 1040 line 16a and 16b?

by on Latest post on by

3 Replies 1966 Views

3 Replies

1966 Views

Why didn't i have California state taxes deducted from a 401K distribution? Federal taxes were deducted, but not state.

by on Latest post on by

1 Reply 1125 Views

1 Reply

1125 Views

If we have to pay penalty for early IRA withdrawal, how can I get it back if she is considered disabled later this year?

by on Latest post on by

1 Reply 975 Views

1 Reply

975 Views

Where do I enter I receive a Public Pension versus a Private?

by on Latest post on by

1 Reply 1038 Views

1 Reply

1038 Views

Is my Civil Service Retirement pension taxable in Missouri?

by on Latest post on by

1 Reply 7529 Views

1 Reply

7529 Views

I inherited accounts from husband. The brokerage firm told me distribution wasn't taxable BUT 1099-R has 2b checked "tax amount not determined." What do I do?

by on Latest post on by

7 Replies 2561 Views

7 Replies

2561 Views

Should I report a pension plan payout as an RMD?

by on Latest post on by

3 Replies 1577 Views

3 Replies

1577 Views

Do my husband (73) and I (72) have to list Roth IRA contributions before 2016 even though we’ve been retired since 2009 and haven’t contributed to them since 2009?

by on Latest post on by

1 Reply 775 Views

1 Reply

775 Views

I was informed by my former employer of an excess contribution to my 401K when I retired in 09. I withdrew the excess and earnings in 2016. What must I report to the IRS?

by on Latest post on by

1 Reply 1297 Views

1 Reply

1297 Views

Is settlement from a life insurance lawsuit taxable?

by on Latest post on by

7 Replies 4992 Views

7 Replies

4992 Views

Spousal IRA revisited

by on Latest post on by

16 Replies 4423 Views

16 Replies

4423 Views

Is 401k early distribution due to medical expenses taxable in both federal and state?

by on Latest post on by

8 Replies 4507 Views

8 Replies

4507 Views

Which state do i pay taxes to if i receive a retirement from one and live in another

by on Latest post on by

1 Reply 1124 Views

1 Reply

1124 Views

I am completing the insolvency worksheet, It asks for interest in a pension plan and interest in a 401K. What is it and how is it calculated?

by on Latest post on by

1 Reply 3457 Views

1 Reply

3457 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Deluxe Mac