Retirement Tax Tips and Answers | TurboTax® Support

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 602 Views

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602 Views

IRS says the taxable amount of SS income is incorrect

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12 Replies 1991 Views

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1991 Views

Where is the substitute 1099R form

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1 Reply 328 Views

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328 Views

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

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1 Reply 803 Views

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803 Views

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

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1 Reply 244 Views

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244 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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8 Replies 916 Views

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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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3 Replies 409 Views

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

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2 Replies 203 Views

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WHEN DO I ENTER MY WIFES 1099R

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1 Reply 585 Views

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585 Views

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

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1 Reply 959 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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2 Replies 948 Views

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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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1046 Views

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

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1 Reply 389 Views

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389 Views

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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5 Replies 2891 Views

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

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1030 Views

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 1111 Views

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1111 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 2097 Views

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2097 Views

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

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2 Replies 2727 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 1499 Views

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1499 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"?

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1 Reply 1078 Views

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1078 Views

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 415 Views

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415 Views

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

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2 Replies 263 Views

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

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1 Reply 132 Views

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132 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 538 Views

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538 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 758 Views

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758 Views

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

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1 Reply 192 Views

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192 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 1893 Views

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1893 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 1711 Views

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

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1 Reply 223 Views

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223 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 163 Views

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163 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 871 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 536 Views

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536 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?

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1 Reply 1149 Views

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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 365 Views

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365 Views

How to enter 1099-K

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5 Replies 423 Views

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

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1 Reply 350 Views

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350 Views

Find AGI for social security

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519 Views

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

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1 Reply 693 Views

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693 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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312 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 1098 Views

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1098 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 134 Views

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134 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?

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1 Reply 1005 Views

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1005 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?

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2 Replies 229 Views

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

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1 Reply 689 Views

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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?

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319 Views

how do I find my RMD?

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1 Reply 85 Views

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85 Views

I want to enter the income from Form 1099

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2 Replies 203 Views

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

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1 Reply 1208 Views

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1208 Views

I have a 1099fedreal tax withheld

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1 Reply 719 Views

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719 Views

Where do I enter early IRA withdrawl amount?

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8 Replies 361 Views

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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

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1 Reply 321 Views

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321 Views

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

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2 Replies 366 Views

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Where do I enter my State Income Tax withheld in deduction

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1 Reply 273 Views

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273 Views

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

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1 Reply 455 Views

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455 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?

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1 Reply 238 Views

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238 Views

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

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79 Views

where do i enter my 1099R

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176 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?

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1 Reply 291 Views

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291 Views

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

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96 Views

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

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1164 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?

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1 Reply 433 Views

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433 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?

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1 Reply 427 Views

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427 Views

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

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1 Reply 232 Views

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232 Views

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

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1 Reply 508 Views

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508 Views

why is the bailey exemption questioned on turbo tax

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0 Replies 175 Views

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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.

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1 Reply 419 Views

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419 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?

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1 Reply 350 Views

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350 Views

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

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2 Replies 497 Views

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497 Views

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

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1 Reply 436 Views

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436 Views

how to apply the bailey act

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1 Reply 114 Views

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114 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?

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1 Reply 468 Views

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468 Views

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

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1 Reply 147 Views

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147 Views

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

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1 Reply 57 Views

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57 Views

how to report roth ira backdoor?

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1 Reply 393 Views

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393 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?

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2 Replies 897 Views

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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

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1 Reply 543 Views

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543 Views

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

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1 Reply 632 Views

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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?

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2 Replies 2193 Views

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2193 Views

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

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1 Reply 217 Views

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217 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?

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2 Replies 338 Views

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338 Views

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

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1 Reply 910 Views

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910 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

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6 Replies 3954 Views

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

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1 Reply 606 Views

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606 Views

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

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3 Replies 180 Views

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180 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?

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5 Replies 397 Views

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

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8 Replies 455 Views

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

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1 Reply 111 Views

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111 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.

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4 Replies 449 Views

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449 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?

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1 Reply 351 Views

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351 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?

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1 Reply 641 Views

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641 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!

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1 Reply 941 Views

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941 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?

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2 Replies 923 Views

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923 Views

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

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2 Replies 152 Views

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152 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" ?

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1 Reply 489 Views

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489 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 ?

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1 Reply 339 Views

1 Reply

339 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?

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1 Reply 1004 Views

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1004 Views

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

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0 Replies 103 Views

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103 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?

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0 Replies 90 Views

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

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1 Reply 77 Views

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77 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

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7 Replies 748 Views

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748 Views

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

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1 Reply 174 Views

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174 Views

What is form 5498

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1 Reply 117 Views

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117 Views

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

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1 Reply 121 Views

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121 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?

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1 Reply 300 Views

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300 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?-[

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0 Replies 74 Views

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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.

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1 Reply 58 Views

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58 Views

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

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1 Reply 67 Views

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67 Views

Where do i find how my total 2024 traditional IRA contributions

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1 Reply 401 Views

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401 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?

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1 Reply 114 Views

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114 Views

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

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1 Reply 45 Views

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45 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?

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101 Views

DOES CALPERS have a RMD?

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1 Reply 46 Views

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46 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?

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2 Replies 183 Views

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183 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?

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8 Replies 275 Views

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275 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?

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11 Replies 4507 Views

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

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2 Replies 262 Views

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262 Views

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

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1 Reply 61 Views

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61 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.

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2 Replies 338 Views

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338 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.

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2 Replies 143 Views

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143 Views

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

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1 Reply 56 Views

1 Reply

56 Views

where should I include Social Security income?

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2 Replies 182 Views

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182 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?

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1 Reply 279 Views

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279 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?

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1 Reply 176 Views

1 Reply

176 Views

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

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2 Replies 171 Views

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171 Views

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

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1 Reply 182 Views

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182 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?

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1 Reply 102 Views

1 Reply

102 Views

What is the basis in retirement plan?

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1 Reply 50 Views

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50 Views

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

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1 Reply 241 Views

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241 Views

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

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1 Reply 180 Views

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180 Views

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

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1 Reply 59 Views

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59 Views

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

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1 Reply 72 Views

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72 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

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1 Reply 164 Views

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164 Views

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

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1 Reply 141 Views

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141 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?

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1 Reply 57 Views

1 Reply

57 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.

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3 Replies 337 Views

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337 Views

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

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1 Reply 425 Views

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425 Views

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

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1 Reply 147 Views

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147 Views

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

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1 Reply 98 Views

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98 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?

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2 Replies 379 Views

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379 Views

1099-R has IRA/SEP/SIMPLE

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1 Reply 136 Views

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136 Views

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

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2 Replies 327 Views

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327 Views

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

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1 Reply 155 Views

1 Reply

155 Views

correct social security number

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1 Reply 177 Views

1 Reply

177 Views

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

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1 Reply 174 Views

1 Reply

174 Views

Where do I find the Social Security Adjustment worksheet?

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5 Replies 952 Views

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952 Views

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

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0 Replies 82 Views

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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?

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1 Reply 161 Views

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161 Views