Retirement Tax Tips and Answers | TurboTax® Support

Massachusetts Roth IRA Distributed Contributions

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If I withdrew only my contributions from my roth IRA, why are some of it saying it's retirement income when I added my 1099-R info? None of what I withdrew were earnings.

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28 Replies 9977 Views

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I recharacterized over contributions to my Roth IRA into a Traditional IRA. I then back door converted the Traditional back to Roth. How do I report? (Forms 5329 & 8606)?

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How to report Pro-rata for backdoor ROTH (Form 8606 doesn't populate box 6)

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Question regarding Roth IRA withdrawal in 2025

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1099-R Box 14a for efiling New York State withholdings can not be greater than or equal to gross distribution or state distribution (nothing in box 16 on my form).

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Do we pay any State income tax on income from the New York State Teachers Retirement System and Social Security. We are both retired teachers.

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Arkansas state tax return not computing the $ 6,000 exemption from pension income on Line 18A

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why does RMD have to be entered on a qualified company pension plan?

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Can I enter a 1099-G for a taxable grant ?

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Box 10a and 10b are blank on my 1099-G but box 11 has an amount. I did pay state taxes to Michigan throughout the unemployment benefit period. What should I put here?

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Box 1099-R box 16 (State Distribution) is blank but TurboTax is forcing a value. Should I put 0 or value that is in Box 2A Taxable Amount?

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On Pensions, Annuities and IRA wks - Part A, Line 4a what does "the total of IRA contributions previously taxed" mean?

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Fidelity No Longer Available to Download documents From?

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Where do I enter the portion of my RMD from my IRA which I took as Charitable contributions?

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3 Replies 357 Views

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program error in calculating additional taxes on RBD distibution

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I am disabled. Where do I enter this info? Doesn’t the app know I am disabled from my ss?

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I am unable to submit my return due to a pension deduction worksheet error. It is listed as error with the state (MI) return but shows a federal amt. When can I file?

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Turbotax not asking about backdoor conversion

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Tax Liability Increases after Entering My Traditional IRA Value on Backdoor Converstion

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Which section do I annotate the 1099-G Certain Government Payments? I itemized last year and received a refund on my state taxes and I was sent a 1099-G.

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My wife does not have any income. How do I know if she is eligible for a spousal IRA, and if so, how much?

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4 Replies 13198 Views

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Why does Turbo Tax see my Railroad retirement as an annuity?

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How to report return 2024 Roth excess contributions and earnings 1099-R

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How To Enter Social Security Windfall Repayment for Tax Year 2025

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Handling Defined benefit pension qualified plan RMD questions in TurboTax Online

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Form 1099R. Fed Tax shows issue with State Witholding . I was finished, paid everything wouldn’t let me sign form ! Why didn’t this issue show up earlier ??

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I received 2 SSA-1099's. How do I report both?

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How do I enter income without a 1099?

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Cannot find any place to enter the Retired Public Safety Officer Exclusion for Health insurance premiums allowed by the Federal protection ct of 2006. Up to $3000.

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on line version - where are tax forms viewed?

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Can I deduct health insurance premiums taken from my pension check?

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How you enter a pension from Puerto Rico form 480.7c. PR government pension plan do not provide 1099-R

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Bug Report: Error 1101 (Blank Screen) when Box 12 401k contributions exceed $23,000 (wtt_err.htm?Error=1101) TurboTax online

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Do I enter an occupation if I retired during the tax year?

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On Line Income Section Problem

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Turbo Tax

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We pay into a 457 retirement account. Isn't this tax deductible?

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If I pull out of my Rollover IRA, what are the penalties in Illinois? How will this affect taxes filed in 2026? What else should I know?

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How to Report 2024 Roth IRA Excess Contributions Removal on 2024 Return without 1099-R?

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I took a withdrawal from my 401(k), which had 20% tax taken off the top. Am I still going to have to pay taxes on it at the end of the year?

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My spouse is not a US Citizen and we do not reside in the US but it's asking for his social security number. He does not have one and cannot get one. What should I do?

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I need to add to my federal tax return a deduction of 1500.00 dollars from my retirement account.

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If I can't find my 401k form what do I do

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How do i calculate my Roth basis?

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I have a pension plan through CalPERs, and Turbotax is asking what's my RMD. I do not see RMD on my paper work at all

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How to indicate in turbotax that I had filed for an 'extension 4868 without payment' using some other tax software so it shows up in state return?

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Turbo tax has advised me that I need to report interest income on a loan made to me on a 1099-R, but we have always reported that on our

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Where do I enter military retired pay?

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If an inherited IRA was distributed on 03-29-2024 why do I need to know the RMD amount for December 31, 2024?

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can you explain what goes I retirement benefits amount on state taxes if I am a retired teacher and receive a retirement check monthly

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I had a 401k with a company I separated from, so my 401k was rolled over to a traditional IRA. My return is showing that is taxable. Is that correct?

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How can I look at my information for 1099 tax forms? I think I may have entered information about required minimum distributution twice.

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Can you please explain exactly how to obtain IRS secretary's consent to revoke simplified limitation election ? I am seeking clear step by step instructions please ?

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I got a RMD distribution statement but not a 1099-R. How do i enter the RMD information?

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If I have two SSA-1099 forms, do I simply add the amounts in box 5 from each form?

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Does the RMD from an annuity taxable for pa income on the tax form ?

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Why am I being taxed on my Military Retirement as if it was an annuity

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this keeps asking me to enter info for w-2,s we dont have W-2's we are retired we had 1099-int etc how do i get past this part?

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Filed on 9/25/25. On 9/26/25 the State tried to withdraw funds from my account. I E-Filed and never gave permission to take funds out of my account

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#3 is blank on my RRB-1099-R because I am a spouse of a retired railroad working collecting retirement. How do I fix this so my returns will be accepted?

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1 Reply 1385 Views

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Why do I have a tax on excess accumulation in retirement when my MDs were taken correctly?

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If someone later becomes a non-resident alien, how are Traditional/Roth 401(k)/IRA withdrawals taxed? E.g., can NRAs withdraw Roth principal tax-free? How about earnings?

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My husband and I are retired and get 2 social security checks a month, our market place tax form is causing us to get a25,000 refund, how can that be?

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how do i locate simple roth ira contributions

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K-1 Statement A

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where do I put the income that is on a form 1099-R ?

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Anybody have problems finding the document ID number on their 1099-R?

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14 Replies 5650 Views

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why do I've penalty of $40 for not paying enough in taxes during the year? I haven't even filed my taxes yet because I'am in LA county and I've time until Oct 1st 2025

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Why must RMD be completed before doing ROTH conversion

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Why does Turbotax say that the $1,425 I put in my Roth in 2024 is an excess contribution beyond the $10,000 limit? Is this a bug or am I missing something?

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Irs corrected a 1099 for me what do I do next

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What is a 10-95a form and where do I get it at??

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1 Reply 269 Views

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Subject: Backdoor IRA. I accidentally put $100 directly in Roth instead of traditional. I recharacterized it to a traditional, then converted back to Roth. How to report?

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I like to estimate my taxes for 2025 in order to see if I have room for Roth IRA conversion

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How can I get my grandson social security number

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My wife and I receive a little over 4000.00 a month from social security. What would be the tax deduction for us to have them take out?

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I am retired and living in Germany so I don't have a state side address. I do have an American Credit Union that I use for all my banking. How can I pay Turbo Tax?

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Do I have to pay state tax in Pennsylvania if I withdraw from my work 401k and I'm over 59 1/2?

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no 1099 SA REceived only statement of deductions

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My granddaughter's husband died last year. Before he passed away he withdrew money from his 401k. Does she qualify to claim the exemption for the 10%?

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how do i get the 1099 k form off of my income i didnt have any of that

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1 Reply 2614 Views

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can I review 2020 "pension credit deduction"?

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1 Reply 2609 Views

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I am 75 with an IRA, receiving 2025 RMD. Part of the RMD paid directly to my church. Am I correct in assuming I do not have to include this amount in my taxable income?

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Box 12 on my w-2 says D 23 539.52 What do i enter on that box.

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What percentage should I withhold if making a withdrawal from my traditional IRA? I am 64 years of age and still employed full time.

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If my employer did not turn in my W-2 form to the IRS what do I do?

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1 Reply 1491 Views

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I filed an extension, paid my taxes, but need to clear and start over

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3 Replies 4844 Views

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We never received a 1099 from Social Security. Could you please advise on what we need to do? Thank you Jack R Wood II

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2 Replies 2482 Views

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I withdraw $58000 out of my 401k to purchase a house, I only received $40000.$18000 went to tax penalty and taxes.When I file my taxes will I still owe any money?

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I withdraw money from my IRA. I entered the withdrawal info found on the 1099-R, but I am stuck on the "prior year Roth IRA contributions" Where do I find this info?

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I inherited an Inheritted IRA i have to take money out every year. What would be my taxes if I took 50k. I make 47k a year

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I had part of 2024 RMD sent from Vanguard directly to IRS. Where do I enter this dollar amount sent?

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Social security took took my refund needing to see if o can get on a payment plan to pay turbo tax

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2 Replies 3672 Views

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Can you please look at my past file for my social security number

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If my IRA goes through my employer and 401K, do I need to report it separately under deductions and credits?

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on state tax form it is requiring retirement date i am 76 and still working

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2 Replies 3581 Views

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Does anyone know how to pull out of my retirement money at eighteen and not get penalized? I have Tiaa from a job I left due to relocation. I want to use it for school.

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1 Reply 3024 Views

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i only want free turbbo tax my income is SSDI SSA-1099_R-OP1

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1 Reply 2840 Views

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SSA amount is being counted at 100% and should be 85%

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1 Reply 561 Views

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561 Views

How is fixed deposit interest from india for 5 years taxed in usa? Is it after the maturity or each year end? If account is closed prematurely it accrues a penalty .

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Where do I find the Turbo Tax Form SSA 1099 worksheet?

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4 Replies 826 Views

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I moved here from the UK in July 2024 (I am a UK citizen, but here a green card). Where should I enter my UK (retirement) pension income (received up until July 2024)?

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Texas teachers do not pay into social security. Why do I keep getting penalized on my federal return?

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11 Replies 9468 Views

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If I only have contribution to 401k can I file for free with Turbo Tax?

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1 Reply 4531 Views

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4531 Views

I already had 10% tax withheld when I withdrew from my Traditional IRA. Why do I have to pay 10% again?

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8 Replies 1993 Views

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I overpaid Illinois state tax in 2022 . I paid a little over 4000 dollars and it should have been zero because the money taken out of my 403B should not be included?

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1 Reply 2613 Views

1 Reply

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IRS says the taxable amount of SS income is incorrect

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12 Replies 8072 Views

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Where is the substitute 1099R form

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1 Reply 2687 Views

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I accidentally entered a state from the drop down box. I can't delete it now

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1 Reply 3829 Views

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How to delete a 1099-K because I don't have one?

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1 Reply 911 Views

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911 Views

Will I pay less taxes as beneficiary of an inherited annuity if I choose regular periodic payments or if I choose a lump sum?

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Form 8606 line 2-Nondeductible contributions basis

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If I didn't make contributions or withdrawals from our retirement do I have to include it in my taxes

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I do not have a RMD or don't know where to find it

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MY WIFE AND I BOTH HAVE A 1099R.WILL THEY BE ADDED TOGETHER FOR MY TAXES.

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WHEN DO I ENTER MY WIFES 1099R

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will not except my 1099R financial institution or provider. please help

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1 Reply 3606 Views

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I took out an early withdrawal from my IRA and it shows on my 1099-R taxes were paid for state and fed, how do I show that on my 2024 taxes?

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Why is distribution code 4D on 1099-R taxable?

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I am not retired but am 63 years old. Do I qualify for the Georgia retirement exclusion?

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How do I access info on SS from my Chase account since I do not have my 1099?

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1 Reply 742 Views

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should like 5a include non-taxable pension income? the last several years it has been shown there but turbotax didn't include it on line 5A for 2024

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is a 401K plan considered a "traditional ira"?

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1 Reply 2674 Views

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If I am earning 40,625 from disability benefits how much can I take out of my IRA per year and not be taxed I am single

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1 Reply 2633 Views

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2633 Views

Retirement Plan Coverage section, if my husband is retired with a pension do I answer "NO" to the question "is name covered by a retirement plan at work?

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1 Reply 5657 Views

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5657 Views

Where do I put my husband’s social security retirement benefits for filing jointly?

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2 Replies 5574 Views

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does anyone experience turbo tax error in entering zero for a state income tax amount and not the amount imported from the W-2?

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4 Replies 3505 Views

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Box 7 of 1099-R has 7D. turbotax has 2 distribution code boxes, one for 7 and one for D. Then asks, "I have more than one value in Box 7". Is 7D "more than one value"?

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1 Reply 2026 Views

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My retirement income is state income tax exempt. where do I indicate that on turbo tax? its currently not accounting for that.

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1 Reply 1242 Views

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Pension General Rule Method - Expected Return on Contract - how to figure out

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2 Replies 1241 Views

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Can you stop a withdraw for taxes and pay another way.

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1 Reply 280 Views

1 Reply

280 Views

I have both a ROTH and IRA withdrawals. I have two 1099’s from the same company. I do not know which is which

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1 Reply 1034 Views

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1034 Views

Turbo asks me to "enter the total amount you put into a traditional IRA for 2024", does this also include the portion my employer directly paid for my retirement plan?

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2 Replies 2241 Views

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does any one know form SSA-1099 where do i find the ENDI

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1 Reply 602 Views

1 Reply

602 Views

I had difficulty of care payments from medicaid last year but didnt put them anywhere on my return does it help my social security when i retire to have reported those

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1 Reply 2485 Views

1 Reply

2485 Views

How should I add an IRA distribution, with no 1099 due to no interest paid. It was not an early withdrawal.

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3 Replies 2900 Views

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I keep getting error it says I duplicated entries 15-17 boxs

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1 Reply 1099 Views

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1099 Views

IN MY 1099 INT IT AUTOMATICALLY CHECKS THE BOX FOR MY FORM HAS INFO IN OTHER BOXES AND WONT ALLOW ME TO EFILE

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1 Reply 581 Views

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581 Views

I did an early withdraw on my 401k for a first time homebuyer. The first $10k is suppose to be exempt. Additional taxes are owed. Cannot tell if I received credit.How?

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3 Replies 5360 Views

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fix this: ME1040-027 - Amount entered for Maine Income Tax Withheld (1040ME, Line 25a) must equal the Total Tax Withheld from all W-2 / 1099 combined for Maine

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1 Reply 1152 Views

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I still need to mail a 4853 (1099R replacement) This will document my income allowing for Premium tax credit. Should I file Turbo tax and be on time? Or wait and 1040?

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1 Reply 2386 Views

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2386 Views

I had two seperate employers and I overpaid social security, Turbo Tax is not calculating the overpayment, how can I fix it?

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1 Reply 864 Views

1 Reply

864 Views

How to enter 1099-K

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5 Replies 1318 Views

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Does my US Postal Service pension qualify as an employer sponsored pension?

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1 Reply 1460 Views

1 Reply

1460 Views

Find AGI for social security

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1 Reply 964 Views

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964 Views

can I file for free if I only have a 1099R

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1 Reply 1034 Views

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1034 Views

Can you help determine if I elect to treat the tax withheld as paid when it is actually withheld? Not understanding

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1 Reply 902 Views

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902 Views

WHAT IF THE 1099R DOES NOT HAVE AN RMD AMOUNT? iT WILL NOT ALLOW ME TO CONTINUE THE TAXES.

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1 Reply 2113 Views

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2113 Views

can i get help in understanding what should be in box 2b on my 1099-R and how do I get the amount that goes in the box?

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1 Reply 533 Views

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533 Views

Do you have a TurboTax Online account?

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