Retirement Tax Tips and Answers | TurboTax® Support

Where do I enter 1099- R?

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What does a basis from retirement mean

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Do I not qualify for EITC if I was unemployed? Maybe I don't understand thought I could get the credit refunded even if I don't have income to report.

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My wife received a 1099-NEC for her expenses on my business trip. Not one of the 6 types of income listed on the free online Turbotax for 1099-NECs. Where do I put it?

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why is my non-taxable Roth IRA showing as income on my MA state tax return?

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How do I enter California withholding from IRA distributions form 1099R for Vanguard $349 and Fidelity $80?

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I am considering withdrawing from an inherited IRA. I am on the lower end of my tax bracket. Is there a way to see what this will do to my 2025 taxes owed?

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Last year I filed and received a Philadelphia Wage Tax Refund. This year I received a 1099-G. Is this taxable? The input does not have my situation in the software

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What am I doing wrong with my 1099r

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I have relocated to USA on 3rd Sep 2024. am I eligible for Child Tax Credit? I have 401 contributions, and HRA. am I eligible for retirement savings credit?

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What is an RMD? I get a pension from the state

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where do I record my Military retirement. The for comes up as CSA 1099R but my Military form is a 1099R?

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How do I enter my amount paid for health insurance from my 1099R box 5...do I deduct the amoun from the gross?

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How can I recover social security and medicare taxes

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what does "type of account should not be selected for this distribution" mean? The 1099R is an annuity acct.

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why isn't Excess Social Security being credited to my tax return?

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Why does my overview show a penalty on early withdrawal of savings?

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Investment Expense

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I get a review error on a 1099-R saying that my state tax withheld cannot be greater than the gross distribution. It is not greater. What can I do to remediate?

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I have a 1099-R form because my father passed away and I received money. The description of the form on here says withdrawal from 401K - am I in the right place?

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Why am I getting charge for 2 things and mine easy SSA 1099 1099R

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Can i report rollover ira with no 1099r?

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How do I designate an inherited annuity was from a nonqualified plan when entering the 1099R into Turbo Tax?

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Is retirement pay from the Civil Service Retirement System a Pickup Distribution on Maryland State tax return?

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.How to input our 1099-R from Gleaner Life Insurance? It is not listed

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We are retired and have never paid estimated taxes. I've actually never heard of it. This year we have a $215 penalty. I simply don't understand why this is happening?

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I have a Pension from NYC Education. Every option I select on "Where is this distribution from" makes the pension taxable in NY state when it should not be. How to fix?

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Pension I thought not subjected to RMD requirements as monthly distributions are sent to me. How do I answer the RMD question? No regular/mthly question is asked

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Accidently entered an amount as an RMD on a NY Pension No RMD is required. How do I fix?

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I have retirement income and my husband has retirement income. How do I enter separately for each of us?

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How do I determine the taxable amount of my 2024 Social Security payment?

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2024 failure to account for QCD from RMD when made by brokerage fund IRA checks

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How can I get rid of a financial institution on my form? TD Ameritrade was sold and had no taxable event to generate a 1099.

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I do not have any w-2's only have 1099's

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1099-R Type of Account

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1099&1099r to file taxes

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My husband is currently working in Alabama, on our tax return it is asking whom he paid LEDO to and the amount. What exactly does this mean?

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On Form 1040A Line D is requiring a date: either enter a date or it will default to 4/15/2014. The form kicks back for no entry and will not allow date format entry?

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why less traditional IRA contributed, more blended tax rate increased, if no any IRA, the blended tax rate increased to 19%. Is it normal

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Need to add a 1099R from Allianz Life insurance Co and Turbo tax wont let me

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Why? 1099-R - It says "Type of account should not be selected for this distribution", but when I select "No entry" it makes me go back through it.

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Do I enter Roth TSP contributions the same as Roth IRA contributions?

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I recieved a 1099R for a inheritance . The bank that did this took out 20 percent for fed tax. There is a spot on here asking for a RMD? Should that be 0 ?

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Can anyone help. I can't seem to get my 1099R military retirement form to go in. It keeps kicking it back at the end wanting me to change it to Qualified.

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Keep getting a "Needs Review" when entering a Form CSA 1099R for OPM retirement income

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From explanation of break down of federal refund, the tax bracket turbotax used is Blended Tax rate 16%. I am in tax bracket 12% in 2024. Could you tell me why

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How do I pay the penalty for not taking a RMD on my IRA?

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I am a military retiree in NC. What is my, qualified allowable US uniformed Service retirement benefit deduction, amount?

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When finalizing my state (PA) return I am presented with a message to be sure to attach a copy of my 1099-R as I held state taxes on my 401(k) withdrawal.

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Can you help clear 2 review issues related to a 1099R Death Benefit distribution?

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Can you help me enter my 1099R amounts? it will not allow me to review and enter the totals? please help

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Why can't I enter both codes listed in box 7 on my form 1099-R?

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Why is my rollover IRA being included in taxable income. I input Box 2a as 0

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Do I qualify to enter an amount in the Qualified Contributory Pension Income field for MA where I took a pension withdrawal from a bank in MN and no taxes were withheld?

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I'm being asked to "review" a section of my Federal Taxes (wages and income- specifically a 1099R form.) I don't see any incorrect sections but can't move forward. Help!

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How do I know if I have an allowable US Uniformed Services retirement benefit deduction?

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I need to add Robert's 1099-

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Why do I have a taxable amount in box 2a on my 1099-R form for rolled over retirement account funds?

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I withdrew and closed an old IRA account when the company offered and rolled over the funds/deposited into another IRA account. Where do I enter this information,?

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Which type of IRA account do I have?

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I am adding a1099-R. I have been asked whether certain situations apply to me. What is a simple ira with more than two years of participation.

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How do I reflect that I pay into CalPERS and am non-covered for Federal Social Security tax?

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If you rollover a pension to a ira do I have to claim on my tax return

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What do I put for Taxable IRA/Keogh Distributions (Mass)

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How do I add spouse's retirement income - I haven't been asked to upload his W-2

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I only have Form 1099

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I mistakenly kept contributing to my IRA after retirement in 2024, I'm withdrawing the money. Do I owe income tax on the amount withdrawn?

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How do I get Turbo Tax to change my Roth IRA to nontaxable on my state return?

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My c CSA-1099R shows unknown for the taxable amount. What should I enter?

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Get a pension check from State Street Retiree Srvs for USPBGC for Bradlees stores Retirement plan. have issues entering this on tax form

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

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How can I jump to form 5329?

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I made $2,300 on my social media services and got paid via zelle and venmo. Is the method of accounting still Cash method?

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Box 14 Description is PENSIO for pension contributions. NOT withdraws. What do I list that as, Other not listed?

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I’m getting an Error on other addition statement code 20 amount TPN code 20 amount SP should be late because no credit is being claim for pass through entity, elective

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I didn’t add a retirement account check I received

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Should I include Box 17 from my W-2 for my "Total of all your payments and withholding" in the State Tax Refund section (1099-G)?

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I am a 19 y/o freshman in college. I had two summer jobs and received a W2 & 1099-NEC. I contributed money from both to a Roth IRA. Turbotax is saying I over-contributed?

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Is the question 'Report net regular contributions prior to 2024' under the section 'Enter Prior Year Roth IRA Contributions' referring to contributions from my employer?

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where to enter us militry retired pay?

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the question on the tax return is Did you receive any distributions from a retirement plan after 2021. shouldn't this already be on there when i entered the 1099R?

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Is paying for my wife's student loans an exception to reduce the penalty for early withdrawal from my 401(K)?

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I accidentally didn't rollover my IRA withdrawal to my new IRA when I switched jobs in September. Can I do it now so I don't need to pay the penalty?

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How to fill Box 12 code if just recently retired?

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Has anyone encountered any TurboTax errors when reporting Wage and Income for 1099-R for a Military pension? TurboT treats is as qualified when entering but marks as err

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We had a$9 penalty this year. Should my wife and I be taking a SS monthly deduction?

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Doesn't seem to be a way to enter my military retirement as an "unqualified" plan.

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where do i enter the 1099-g

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I have another John Hancock Life Insurance Co. 1099-R to add to my income

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It will not let me add my Calpers pension ..it doesn’t find it when I enter it

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Should my long term disability benefits be taxed in Illinois? No state taxes were withheld for LTD only partially funded by my employer.

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2024 1099-R:I did a recharacterization in 2024 of a 2023 traditional IRA contribution $6K to a Roth contribution. Box shows 3,830.57, 2a & 2b are blank. What do I do?

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State and Local Tax Refund Summary. What is supposed to go into this section? It is asking "Tell us about your refund" also talking about 1099-G, totally unrelated.

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Is military pension qualified or non qualified plan?

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I am stuck in a loop - one screen says I should not select a "type" for my retirement distribution, so i change it to "not entry", but then am taken back to enter a type

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Where do I enter an income exclusion for pension receieved as a beneficiary. It should be up to $20,000. it was included in last years tax return

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On the state page titled Medical Care Insurance, it says to "Enter any amount deducted from your monthly Social Security Benefit for ... Parts B and D". In which field?

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can i type my 1099Rs in myself

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What do I do when my 1099R form says unknown in box 2a (taxable amount) and also in box 9b (total employee contributions?

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I inherited and cashed out a LA teacher's retirement account. TT exempts it from my LA income but asking the age I retired- I'm the beneficiary! Am I doing it wrong?

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Does the Military Benefits Subtraction apply to income which was reported on the 1099 on the federal return?

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1 Reply 350 Views

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Turbotax keeps flagging my CSA 1099-R form in the review but indicates no error when I review the detail. Is this an error in the software. Never had problems before.

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I took an early distribution on my pension due to disability. The program states the early withdrawal is "tax free" but it is charging me taxes on this amount anyway

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if i withdraw money from traditional ira and i am 60 years old i use the money to pay my IRS debt i owe. will i need to pay taxes on the withdrawal?

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Is my Barnstable County Municipal Retirement payment considered excludable in Massachusetts ?

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I have advisory fees for a non ira account. are they tax deductible?

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how do I get my 1099 for ss

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Still cannot file 1099R for disaster withdrawal

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1 Reply 43 Views

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Unable to pull up form 5329, always redirects to form 8889 which not what I need

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My 1099- NEC is blank for box 6 for state number and box 7 for state income. I can’t move forward without answering. What should I put for those two box’s?

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Is the RMD the gross distribution listed on my 1099-R?

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from 5329-T eligible emergency expenses non simple should not be greater than $1000. what does this mean if I put in the same amount of distribution?

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Us retired person I get form 1099

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1 Reply 47 Views

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State ID tax number not shown on 1099-R for Fed Civil Service and Military Retirement. Do I need for this income? Not taxed by Alabama.

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1 Reply 408 Views

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Turbo Tax requires Box 7 - Distribution Code for 1099-R form information input, yet my personal 1099-R does not have anything for Box 7. What do I do?

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Your system won't let me enter the info from my wifes 1099R she received from New England Life Insurance Company

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If I had Uncollected Social Security and Medicare taxes on W2 Box 12 codes M and N where do I report it?

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how can I retrieve my 1099R entries from last years return?

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I turned 65 and want to know what tax break I get in South Carolina?

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Box 12 AA Roth IRA contributions say on W2 that a maximum total is $23,000 but turbotax says $7000. How do I know if I have an excess contribution?

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3 Replies 361 Views

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trying to add bank info to form. KEYBANK is not on any list?

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1 Reply 27 Views

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My federal Statement of Annuity Paid is labeled 1099-R, not CSA-1099-R. I uploaded this form and am in a loop where I'm asked questions that aren't pertinent. Idea why?

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if I received a 1099 for an IRA distribution and rolled back part of that distribution to not receive penalty, where do I file a roll back of IRA distribution?

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Can I contribute to my IRA after retirement?

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1 Reply 183 Views

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Missouri State Return filing by mail which 1099-R included?

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1 Reply 100 Views

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Does anyone else have experience with a false message from Turbo Tax about Excess Social Security tax withheld?

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1 Reply 358 Views

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Okay I have a Tsp, Roth and 401k. Do I add this information on the IRA Roth deduction section? It is not counted in Box 1 on the w2's

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I have a 1099-R that is coded as a H ( Direct Roth Rollover) There should be no tax on this amount but turbo tax is calculating tax.

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Withdrawing IRA for education tax exempt?

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While doing my PA state taxes, it asks me to enter a PA Distribution type for my 1099R. How do i determine which entry to choose from the drop down menu?

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Form 8606 line 2-Nondeductible contributions basis

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How to enter Traditional to Roth conversion Rollover contribution in the turbotax online version ?

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How can I tell if I have received Maryland Military Pension Tax Break

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How do I report my etsy income if I did not receive a 1099-k form?

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4 Replies 605 Views

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How do I know if my minnesota public pension is eligible for a tax deduction with new law??

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7 Replies 2799 Views

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Entering RMD on a pension

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Is OK Teacher Retirement considered "Federal or Oklahoma government retirement or disability..."?

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3 Replies 225 Views

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I never received my SSA 1099. how can I get another one?

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5 Replies 3738 Views

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Cannot get co0y of 1099

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2 Replies 62 Views

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I received a 1099R for a Life Insurance policy

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1 Reply 567 Views

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Roth IRA and traditional IRA distributions from the same institution

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2 Replies 255 Views

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Where do i put ira distributions

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5 Replies 609 Views

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I am a resident of Canada and am receiving US social security benefits. How do I avoid double taxation, since I am paying on both US and Canadian returns in TurboTax.

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11 Replies 10293 Views

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Turbotax keeps sending me to a Check this entry screen/Pension Deduction Worksheet for my Michigan taxes re Covid19 401k withdrawal. Why wont it let me correct it?

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45 Replies 3446 Views

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Form 8995 is being erroneously to my return, how do i delete the information that is triggering form 8995?

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2 Replies 2749 Views

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Is RMD applicable to Military Retirement Pay on a 1099-R?

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Mutual Fund Liquidation - Tax Consequences?

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What is the right category to select for Box 14 of employer deducted pension contributions?

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Why is Turbo Tax saying that the employer owes us a refund on Railroad Retirement Tier 1 Tax when it was supposed to be withheld?

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5 Replies 949 Views

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Turbotax requesting RMD at AGE 71

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2 Replies 720 Views

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