Retirement Tax Tips and Answers | TurboTax® Support

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

by Latest post by

2 Replies 204 Views

2 Replies

204 Views

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

by Latest post by

4 Replies 687 Views

4 Replies

687 Views

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"?

by Latest post by

1 Reply 396 Views

1 Reply

396 Views

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

by Latest post by

1 Reply 281 Views

1 Reply

281 Views

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

by Latest post by

2 Replies 148 Views

2 Replies

148 Views

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

by Latest post by

1 Reply 72 Views

1 Reply

72 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

by Latest post by

1 Reply 364 Views

1 Reply

364 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?

by Latest post by

2 Replies 404 Views

2 Replies

404 Views

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

by Latest post by

1 Reply 89 Views

1 Reply

89 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

by Latest post by

1 Reply 1712 Views

1 Reply

1712 Views

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

by Latest post by

3 Replies 1235 Views

3 Replies

1235 Views

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

by Latest post by

1 Reply 83 Views

1 Reply

83 Views

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

by Latest post by

1 Reply 83 Views

1 Reply

83 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?

by Latest post by

3 Replies 562 Views

3 Replies

562 Views

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

by Latest post by

1 Reply 327 Views

1 Reply

327 Views

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?

by Latest post by

1 Reply 634 Views

1 Reply

634 Views

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

by Latest post by

1 Reply 274 Views

1 Reply

274 Views

How to enter 1099-K

by on Latest post by

5 Replies 359 Views

5 Replies

359 Views

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

by Latest post by

1 Reply 217 Views

1 Reply

217 Views

Find AGI for social security

by Latest post by

1 Reply 360 Views

1 Reply

360 Views

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

by Latest post by

1 Reply 407 Views

1 Reply

407 Views

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

by Latest post by

1 Reply 169 Views

1 Reply

169 Views

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

by Latest post by

1 Reply 644 Views

1 Reply

644 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?

by Latest post by

1 Reply 94 Views

1 Reply

94 Views

I do not have any kind of IRA. Why is turbo tax asking for an the information from the excess contribution form line 26?

by Latest post by

1 Reply 785 Views

1 Reply

785 Views

both my husband and I withdrew money from our individual 401K's, I added my 401K withdrawal but I don't see where to add my husbands?

by Latest post by

2 Replies 124 Views

2 Replies

124 Views

If I cannot remember the bank my retirement disbursement came from, how do I complete the 1099-R?

by Latest post by

1 Reply 290 Views

1 Reply

290 Views

If a CSF 1099R form is fill out in box 2a Taxable mount as UNKNOWN. Does the mean the survivor annuity paid is not taxable?

by Latest post by

1 Reply 216 Views

1 Reply

216 Views

how do I find my RMD?

by Latest post by

1 Reply 41 Views

1 Reply

41 Views

I want to enter the income from Form 1099

by Latest post by

2 Replies 135 Views

2 Replies

135 Views

How do we decline or get rid of the $1.00 Retirement Savings Contribution credit?

by Latest post by

1 Reply 650 Views

1 Reply

650 Views

I have a 1099fedreal tax withheld

by Latest post by

1 Reply 364 Views

1 Reply

364 Views

Where do I enter early IRA withdrawl amount?

by Latest post by

8 Replies 221 Views

8 Replies

221 Views

I accidnetly added a roth ira and 401 to my income. I do not have them anymore How do i erase them without starting over from the begining

by Latest post by

1 Reply 218 Views

1 Reply

218 Views

What do you do if you have the wrong social security number on your w-2? Do I still file my taxes?

by Latest post by

2 Replies 262 Views

2 Replies

262 Views

Where do I enter my State Income Tax withheld in deduction

by Latest post by

1 Reply 202 Views

1 Reply

202 Views

What is Amount that is PFML Taxable Distributions (see help)

by Latest post by

1 Reply 273 Views

1 Reply

273 Views

Even though I edited it to state I didn't contribute to an IRA/Roth, it shows later a total contribution of $2800. How can I correct and take it back to zero?

by Latest post by

1 Reply 112 Views

1 Reply

112 Views

Is there a way to just put in my 1099-R amount if I don't have the form?

by Latest post by

1 Reply 48 Views

1 Reply

48 Views

where do i enter my 1099R

by Latest post by

1 Reply 83 Views

1 Reply

83 Views

if my wife served on a federal grand jury. and she recieved jury duty payment. but she did not get a 1099 form. how do i enter it?

by Latest post by

1 Reply 182 Views

1 Reply

182 Views

What is the penalty for an IRA distribution that is $2 short?

by Latest post by

1 Reply 73 Views

1 Reply

73 Views

I took distributions from my IRA when I became unemployed to pay for living expenses. Can that qualify as an eligible emergency expense?

by Latest post by

1 Reply 485 Views

1 Reply

485 Views

If Turbo Tax won't let me submit my tax form because it wants answers to Annuity start date & Plan cost at annuity start date, what should I do?

by Latest post by

1 Reply 276 Views

1 Reply

276 Views

I used a distribution from my daughter's 529 plan to pay the balance of her semester bill. How do I make sure that the distribution is not taxed?

by Latest post by

1 Reply 246 Views

1 Reply

246 Views

I am 68 and didn’t file 2023 taxes I am retired and don’t work

by Latest post by

1 Reply 152 Views

1 Reply

152 Views

I withdrew my 2024 excess HSA contribution in early 2025, so my W2 does not reflect this withdrawal.

by Latest post by

1 Reply 436 Views

1 Reply

436 Views

why is the bailey exemption questioned on turbo tax

by

0 Replies 107 Views

0 Replies

107 Views

I contributed excess funds to my HSA in 2023. In early 2025 I withdrew those funds for Tax year 2023. Turbo Tax is saying that I still have 2023 excess contribution.

by Latest post by

1 Reply 374 Views

1 Reply

374 Views

My 15yr old son worked last year and made about $2400. he did not have any federal tax withheld and only $9.48 in Utah state tax withheld. does he need to file a return?

by Latest post by

1 Reply 242 Views

1 Reply

242 Views

would i answer yes to this question if i took a loan from my 401k - Did you withdraw money from your retirement plan?

by Latest post by

2 Replies 268 Views

2 Replies

268 Views

how can my 1099R be incorrect? I double checked. It's correct - Can't continue?

by Latest post by

1 Reply 241 Views

1 Reply

241 Views

how to apply the bailey act

by Latest post by

1 Reply 98 Views

1 Reply

98 Views

Where do I list monthly pensions distributions from a former, international employer, when the plan is not qualified and the employer does not issue any tax documents?

by Latest post by

1 Reply 383 Views

1 Reply

383 Views

do not have form 5498. How do I get credit for payment of rmd?

by Latest post by

1 Reply 82 Views

1 Reply

82 Views

Why do I get bogged down trying to do a simple return

by Latest post by

1 Reply 34 Views

1 Reply

34 Views

how to report roth ira backdoor?

by Latest post by

1 Reply 265 Views

1 Reply

265 Views

In 2024 I did the "once in a lifetime" transfer or rollover from a traditional IRA to my HSA. This should be tax-free. How do I indicate this in Deluxe?

by Latest post by

2 Replies 444 Views

2 Replies

444 Views

Tennessee is not in the drop down list for states to add income from. this is becasue a member of the turbo tax team thinks its funny to menace people. 603 698 8619

by Latest post by

1 Reply 354 Views

1 Reply

354 Views

will this form allow the updating of the amount received from my public employees retirement system?

by Latest post by

1 Reply 325 Views

1 Reply

325 Views

I took an early Roth IRA withdrawal yesterday because I overcontributed in 2024. I haven't received my 1099-R yet. How do I file this, given the deadline is today?

by Latest post by

2 Replies 1372 Views

2 Replies

1372 Views

What to enter in box 12. My only income is social security

by Latest post by

1 Reply 168 Views

1 Reply

168 Views

I invested $100K (After-tax) into an annuity. It grew to $120K in 2024 and I withdrew $10k. Do I still have to pay an early withdrawal and get taxed on the $10K?

by Latest post by

2 Replies 241 Views

2 Replies

241 Views

Where do I edit my recharacterization note? It has incorrect info and I cannot find it in my traditional or Roth contributions section.

by Latest post by

1 Reply 485 Views

1 Reply

485 Views

Please I need the Payer’s federal ID for Florida. I have not received the 1099-g form and I need to file my taxes

by on Latest post by

6 Replies 3847 Views

6 Replies

3847 Views

does turbo tax deduct the $30,000 from income for military pensions?

by Latest post by

1 Reply 342 Views

1 Reply

342 Views

Don't understand difference between federal and state IRA distributions question. What box number on the 1099-Rs?

by on Latest post by

3 Replies 137 Views

3 Replies

137 Views

If I don't get direct social security payments because my payment is less than the amount paid for Medicare, will I get a tax form from SS?

by on Latest post by

5 Replies 360 Views

5 Replies

360 Views

RMDs from an inherited Roth IRA are not taxable. Can you explain how to resolve this in Turbo Tax?

by Latest post by

8 Replies 251 Views

8 Replies

251 Views

A percentage of my check went into my ira immediately. how do i find that number?

by Latest post by

1 Reply 83 Views

1 Reply

83 Views

Roth IRA principle only withdraw, how can I report this in turbo tax? When I enter the info on my 1099-R turbo tax applies taxes and penalty for my principle withdraw.

by on Latest post by

4 Replies 410 Views

4 Replies

410 Views

My retirement 1099 shows a gross dist of 2042.10 and a taxable amount of 1960.10. Why does it show the gross dist on the summary?

by Latest post by

1 Reply 194 Views

1 Reply

194 Views

I overfunded my '23 ROTH contribution in March '24. It was corrected before the '23 Tax filing deadline. What do I enter into '24 IRA Contribution Worksheet Line 26?

by Latest post by

1 Reply 387 Views

1 Reply

387 Views

Can I remove the Retirement Savings Contribution Credit? I didn't contribute anything. It's making me pay for Turbo Tax Deluxe, which is more than the credit!

by Latest post by

1 Reply 604 Views

1 Reply

604 Views

I filed tax return without reporting pension income. I never received 1099-R. The pension amount received is unchanged. Can I amend my Tax Return with the 1099R?

by Latest post by

2 Replies 711 Views

2 Replies

711 Views

how can i add my 1099 R Pension info it's not letting me. it says 0 and needs review

by Latest post by

2 Replies 98 Views

2 Replies

98 Views

Are my social security w2's (1099's) from my social security & pension to be added with my regular "employers w2 statements" there is no box 'c' for "employers name" ?

by Latest post by

1 Reply 266 Views

1 Reply

266 Views

Are my social security w2's from my social sec. & pension to be added with my "employers w2 statements" there is no box 'c' for "employers name" ? Or later 0n 1099-R ?

by Latest post by

1 Reply 178 Views

1 Reply

178 Views

How can I enter individual contributions to a second HSA, not through my employer? I didn't receive a 1099-SA for it because I didn't take any distributions. Where in TT?

by Latest post by

1 Reply 496 Views

1 Reply

496 Views

why can't i enter my date of retirement in the state section?

by

0 Replies 57 Views

0 Replies

57 Views

I have a Teamster pension & my husband has a Teamster pension to be added to the Social Security pensions we already did so how do I do that?

by

0 Replies 43 Views

0 Replies

43 Views

How can I use my traditional IRA to pay federal taxes directly?

by Latest post by

1 Reply 33 Views

1 Reply

33 Views

yes or no: Can I report fed taxes paid in 2024 for 2022 return? After filing, I received a late 1099(?) from a financial institution therefore not prev reported as income

by Latest post by

7 Replies 394 Views

7 Replies

394 Views

My former employer used the wrong social security number on my w-2. what do I do?

by Latest post by

1 Reply 130 Views

1 Reply

130 Views

What is form 5498

by Latest post by

1 Reply 56 Views

1 Reply

56 Views

Should I enter all amounts in Box 12 of a 1099-SA?

by Latest post by

1 Reply 59 Views

1 Reply

59 Views

If I sell a stock in my Roth IRA but leave the proceeds in the roth ira and purchase another stock, do I need to claim the sale on my tax return?

by Latest post by

1 Reply 127 Views

1 Reply

127 Views

I can not enter my actual 199 for retirement it. Has .00 entered already by you and will not let me enter to post. What do I do now?-[

by

0 Replies 44 Views

0 Replies

44 Views

Can I still file if I don't have a 1099-R? The amount shown was a loan and not a withdrawal from my 401-k.

by Latest post by

1 Reply 33 Views

1 Reply

33 Views

What do I put if the company I had 401k closed and I was played off

by Latest post by

1 Reply 30 Views

1 Reply

30 Views

Where do i find how my total 2024 traditional IRA contributions

by Latest post by

1 Reply 234 Views

1 Reply

234 Views

I dont have an IRA but it keeps auto selecting that I do and so I can't complete my taxes. How do I remove the IRA contributions?

by Latest post by

1 Reply 56 Views

1 Reply

56 Views

I am 65 & owe $200. If I put it in my IRA today instead will it decrease my taxes due foe 2024?

by Latest post by

1 Reply 17 Views

1 Reply

17 Views

Does the May 1st extension for Florida and other states hit by hurricanes last year mean we have the same deadline to contribute to our IRA?

by Latest post by

1 Reply 62 Views

1 Reply

62 Views

DOES CALPERS have a RMD?

by Latest post by

1 Reply 19 Views

1 Reply

19 Views

On my 1099-R form says I received 34,483.02 as my Gross Distribution but I only received 23,000 from my 401k what do I do in this situation for filling my taxes?

by Latest post by

2 Replies 88 Views

2 Replies

88 Views

the boxes on my 1099 does not coinside with the boxes on the website. For example box 7 on Intuit is asking for a code? On my 1099 there is an $amount in that box?

by Latest post by

8 Replies 130 Views

8 Replies

130 Views

By mistake, I withdrew my RMD twice and now I am in a higher and punishing tax bracket. Anything I can do to reduce my RMD to what it should be?

by on Latest post by

11 Replies 4346 Views

11 Replies

4346 Views

How is the RMD computed on a yearly retirement plan distribution?

by Latest post by

2 Replies 110 Views

2 Replies

110 Views

How do I include the amount of Federal Income Tax Withheld on my 1099-R?

by Latest post by

1 Reply 23 Views

1 Reply

23 Views

Does money automatically added to an IRA (associated with a job) by that employer, as I was paid, count as "me contributing to an IRA"? I didn't add to the IRA otherwise.

by Latest post by

2 Replies 276 Views

2 Replies

276 Views

I cashed out an amount from an IRA and taxes were withdrawn before distribution. Where do I enter the tax withdrawn amount on my tax form.

by Latest post by

2 Replies 77 Views

2 Replies

77 Views

did not receivenfor ssa 1099.. how do I complete taxes?

by Latest post by

1 Reply 28 Views

1 Reply

28 Views

where should I include Social Security income?

by Latest post by

2 Replies 106 Views

2 Replies

106 Views

After Federal review, I was prompted to enter Roth end-of-year value. How do I get back to this data entry point to correct the value?

by Latest post by

1 Reply 216 Views

1 Reply

216 Views

Turbotax is saying my IRA contribution isn't permitted because it's greater than my earned income of "$0." Why are they saying this is my income?

by Latest post by

1 Reply 80 Views

1 Reply

80 Views

1099-R for $.15 - Will not allow me to enter on Turbo Tax Deluxe

by Latest post by

2 Replies 95 Views

2 Replies

95 Views

I have a non inherited simple IRA but it asks questions about the original owner. Do I just skip it?

by Latest post by

1 Reply 74 Views

1 Reply

74 Views

I had two months that were not covered with tax income credits, but the form will not allow me to proceed with 0.00 in that cell. What do I need to do to resolve?

by Latest post by

1 Reply 61 Views

1 Reply

61 Views

What is the basis in retirement plan?

by Latest post by

1 Reply 20 Views

1 Reply

20 Views

Are after-tax contributions as "Roth" within an employer 401k plan considered Roth "IRA" contributions for tax purposes?

by Latest post by

1 Reply 95 Views

1 Reply

95 Views

Is there a RMD if my annuity is a death benefit?

by Latest post by

1 Reply 61 Views

1 Reply

61 Views

Are the boxes numbered wrong on the TurboTax form W-2 G?

by Latest post by

1 Reply 32 Views

1 Reply

32 Views

Why am I showing a RRTA withheld but I'm not a railroad worker?

by Latest post by

1 Reply 44 Views

1 Reply

44 Views

Should I be reporting the contributions to my IRA/Roth IRA that were made from my paycheck? Or only contributions I've made outside of this

by Latest post by

1 Reply 90 Views

1 Reply

90 Views

I'm missing my form for my simple IRA, can I file without?

by Latest post by

1 Reply 99 Views

1 Reply

99 Views

My 1095-A shows $436.30 for box A, but $0.00 for Boxes B and C. Turbo Tax shows Box B must be greater than $0. What should I be putting for box B for Jan thru Dec 24?

by Latest post by

1 Reply 35 Views

1 Reply

35 Views

Husband and I (MFJ) each did a back door Roth for 2024. Have followed TT instructions explicitly several times, and it's still calculating 1 of them as taxable income.

by Latest post by

3 Replies 230 Views

3 Replies

230 Views

I believe your taxing my Military Retirement Pay on my State Taxes

by Latest post by

1 Reply 190 Views

1 Reply

190 Views

I forgot to enter my retirement penion from new york state and local employee retirement system

by Latest post by

1 Reply 88 Views

1 Reply

88 Views

1099-R, Box 18 locality name has a 9 character limit but my locality name is 11 characters. How do I fix this?

by Latest post by

1 Reply 38 Views

1 Reply

38 Views

I am entering into my tax form my info for my pension payment. I can't bypass the RMD question even though RMD does not apply to pension payments. Any help on this one?

by Latest post by

2 Replies 178 Views

2 Replies

178 Views

1099-R has IRA/SEP/SIMPLE

by Latest post by

1 Reply 83 Views

1 Reply

83 Views

I am retired military, how do I file my taxes for free

by Latest post by

2 Replies 256 Views

2 Replies

256 Views

Turbo Tax does not recognize my RMD for 2024. Hence I cannot continue?

by Latest post by

1 Reply 99 Views

1 Reply

99 Views

correct social security number

by Latest post by

1 Reply 121 Views

1 Reply

121 Views

I f I did not file my taxes last year where to do I get the number from form it 203 line 29

by Latest post by

1 Reply 98 Views

1 Reply

98 Views

Where do I find the Social Security Adjustment worksheet?

by on Latest post by

5 Replies 902 Views

5 Replies

902 Views

Will not allow me to fix error on Form-15 line 44 to 0

by

0 Replies 59 Views

0 Replies

59 Views

My husband incurred a penalty based related to his RMD for 2024. He was diagnosed with Alzheimers in 2023 and cannot handle his affairs. Would he quality for a waiver?

by Latest post by

1 Reply 105 Views

1 Reply

105 Views

I made ineligible contributions to my Roth IRA in 2023 and 2024 due to no earned income. I received refund for all that amount in 2024. How to I report that?

by Latest post by

1 Reply 439 Views

1 Reply

439 Views

All I know is the total I received from social security. Am I supposed to figure out how much my insurance company took?

by Latest post by

3 Replies 173 Views

3 Replies

173 Views

I have a 1099-R for an annuity from a life insurance company that came to me upon my dad's death in March 2024. Is that considered survivor benefits for Ohio state taxes?

by Latest post by

2 Replies 357 Views

2 Replies

357 Views

I can not find my Form SSA-1099 social security Benefit Satement may I estimate?

by Latest post by

1 Reply 125 Views

1 Reply

125 Views

How do you remove a 1099 R form from your state return ?

by Latest post by

1 Reply 153 Views

1 Reply

153 Views

Are VA disability benefits (not pension) ever taxable? Did I miss the questions about them?

by Latest post by

1 Reply 219 Views

1 Reply

219 Views

How do I enter a value in line 6 of form 5329? The earnings reported for my 529 withdrawal should not be penalized.

by

0 Replies 130 Views

0 Replies

130 Views

a 1099 got entered twice. How do I remove it?

by Latest post by

1 Reply 42 Views

1 Reply

42 Views

Can I enter a lifetime pension benefit that is a monthly payment for life but has no principal balance. This is a fixed benefit pension reported on a 1099R.

by Latest post by

1 Reply 429 Views

1 Reply

429 Views

Where on Turbo Tax do I put Mt SS Benefit info?

by Latest post by

2 Replies 127 Views

2 Replies

127 Views

What is the Lump Sum Distribution Credit

by

0 Replies 80 Views

0 Replies

80 Views

Does anyone know how to file a 1099-R for military retired pay? Apparently, Turbo Tax does not.

by

0 Replies 144 Views

0 Replies

144 Views

If a dependent (parent) took a Roth IRA withdrawal in 2024 (approximately $18,000), does this amount figure into determining a dependent's gross income?

by Latest post by

2 Replies 423 Views

2 Replies

423 Views

Is there another add my 1099-R when it’s not listed on the financial institution list?

by Latest post by

1 Reply 81 Views

1 Reply

81 Views

How do I know if I can take a Pension Income Deduction?

by Latest post by

1 Reply 111 Views

1 Reply

111 Views

My state does not tax Social Security income. Turbo Tax is not listing my SS income in my state's schedule for deductions

by Latest post by

2 Replies 347 Views

2 Replies

347 Views

Does my canceled private student loan debt count as taxable income? It was discharged in October by Discover, due to them discontinuing collection.

by Latest post by

3 Replies 441 Views

3 Replies

441 Views

I receive a 1099-R form for my military retirement, what do I use for you gave me this form considering its not an IRA?

by Latest post by

3 Replies 299 Views

3 Replies

299 Views

Is 1099-K and 1099-NEC the same?

by Latest post by

1 Reply 43 Views

1 Reply

43 Views

If someone receives a portion of their former spouse’s retirement monthly, which form should be used to count it as annual income?

by Latest post by

2 Replies 244 Views

2 Replies

244 Views