Retirement Tax Tips and Answers | TurboTax® Support

Is teacher retirement benefits subject to rmd

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Contribution to PERS after taxes

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How do I handle dividend income for an inherited account accrued between the time of death and taking possession of the account?

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How do i get rid of error message on Payer Federal ID number on 1099 R since no number exists because its a Canadian pension payer ?

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22 Replies 8984 Views

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Should I be paying state tax on my federal thrift savings plan distribution. If so how would I go about it?

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10 Replies 9960 Views

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1098 T and 1099 Q - Do I include the 1098 T and 1099 Q on my children's tax returns or on my tax return? or on both?

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24 Replies 23735 Views

24 Replies

23735 Views

GA retirement exclusion needs to allocate income between taxpayer & spouse. Taxable joint accounts report my SSN. Is 100% me for exclusion or 50-50 because joint account?

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5 Replies 2118 Views

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2118 Views

1099-R code U question

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Should IRA distributions be included as income for Obamacare tax credit calculation?

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CSA-1099-R Box 5

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My husband gets a Pension payment each month from the Teamsters. It is not a 401K, or IRA. We have taxes taken out before we receive it. Is this considered a RMD?

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9 Replies 3744 Views

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Where do i find the state type code from a pension 1099r?

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2 Replies 3874 Views

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What is the pension and annuity income exclusion on Colorado state tax return? I don't know how this affects me.

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14 Replies 12863 Views

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12863 Views

1.Do my heirs take my Master Limited Partnerships [ETP] held in regular accounts with a stepped up basis without the need to repay deferred distributions upon my death?

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2 Replies 7845 Views

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How do i determine how much to allocate to spouse and myself for the Georgia retirement exclusion? He is over 62 and i am not. Can i allocate it all to him?

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2 Replies 1570 Views

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How do I find the Payer's Federal ID number for United Kingdom Department of Pensions and Overseas Benefits?

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11 Replies 7515 Views

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How to enter German pension income? Canadian & German pensions have special treatment. TT allows Canadian, but not German. Filing 1099-R is not correct.

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3 Replies 2745 Views

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Puerto rico 4807c. Im a retired school teacher and I got a 480.7c form, where do I input this information?

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7 Replies 9176 Views

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9176 Views

Is my pension (retirement/social security money) I received from foreign country (FRANCE) taxable (I mean is considered as income and have to declare for California

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5 Replies 3620 Views

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On a 1099R form that was a 401K plan the IRA/SEP/SIMPLE box is not checked. Is that correct?

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4 Replies 2170 Views

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2170 Views

How do you stop TurboTax from taxing a Roth Backdoor IRA in the State of New Jersey tax return?

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11 Replies 8810 Views

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Can a retired public service employee (firefighter) withdraw money from an IRA prior to age 59 1/2 without paying a 10% penalty?

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5 Replies 4272 Views

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How do I fix multiple times of missing IRA RMDs?

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10 Replies 11849 Views

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IHSS W-2 income is exempt from tax, making Roth IRA contribution excess contribution.

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15 Replies 8387 Views

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Why 1099-Q form increased my tax?

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5 Replies 6945 Views

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What version of turbotax do i need to report taxable income (1099-R?) from an IRA distribution?

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How is the RMD calculated for an IRA annuity with a Lifetime Income Rider?

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23 Replies 19324 Views

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Where do I enter the QCDs total I contributed to charities from my IRA as part of my Required Minimum Distribution?

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20 Replies 7537 Views

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What do you enter as youngest retirement age for a form csa 1099r from opm for disability if you are retired from military

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Adjustment necessary on Georgia State Tax return per a Turbo tax state review. The amount that has to be adjusted equals the taxable portion of our Social Security.

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5 Replies 4915 Views

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4915 Views

I received Form 1099-R that shows distribution code "D4". I can only enter either "D" or "4" but not the "D4" in Turbo Tax. What should I enter?

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6 Replies 9696 Views

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9696 Views

The IRS/SEP/SIMPLE box on my 1099-R form is checked Y. What does this mean?

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13 Replies 45715 Views

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What does it mean, enter the value of your roth ira

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6566 Views

1099r error state tax withheld preventing efile - correctly entered amount in box 12. Amount is 10% of gross distribution. why error? won't let me efile. help.

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10 Replies 5384 Views

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Is FLI, which is listed on the second line of Box17, a deductible NJ Income Tax, or a secondary tax which should have been listed in Box14?

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22 Replies 38123 Views

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How is 1099R Income to be reported on PA State Returns?

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Aren't HSA contributions pretax? Why does my refund drop by $1500 when I input $4000 on form W-2 box 12 code W "Employer contributions to Health Savings Account"?

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Deductions to a charitable organization from a required RMD account...is this both not counted as income and still able to deduct as a contrbution

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6 Replies 2641 Views

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State (GA) tax form line 7f asks for teachers retirement contribution already taxed by Georgia. Where do I find that amount to enter it on the form?

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3 Replies 5105 Views

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[Tax Year 2019] I received a 1099 c form for my deceased husband. He passed away in 2016. I am not planning to file a tax return for him this year. What do I do with this information?

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13 Replies 23566 Views

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The distribution code H on my 1099R for a Roth 401k rollover, doesn't match the TT code H. 1099 says H=Direct rollover of designated Roth account distribution to Roth IRA

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21 Replies 14010 Views

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Can an adjustment be made to delete the double taxation of Medicare Part B premium that is reimbursed in part by California's state employee retirement system?

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2 Replies 1417 Views

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Why does Turbo Tax ask for the total of all my Traditional IRA accounts? I am under age 60 and not making withdrawals, so there should be no need for this information.

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19 Replies 10473 Views

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Do I need to enter the SSA-1099 deceased beneficiary O/A/O information on my return? This was taxed as part of my mother's estate. If so, how do I zero out taxes due?

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8 Replies 19573 Views

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19573 Views

How can i determine what my Georgia teacher retirement adjustment should be for taxed contributions between 1987-1989?

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14 Replies 7342 Views

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The program is counting my pension twice.What am I doing wrong

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After tax 401k withdrawal to Roth and traditional IRA

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I have a traditional IRA rollover but did not receive a 1099R to report it. How do I handle this? Where exactly in the program is this handled?

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27 Replies 47480 Views

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I have a 1099-r and am filing in Massachusetts. Box 12 (State tax withheld) says NON-TAXABLE. But it shows up as taxable on my state return. How can i correct this?

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7 Replies 6074 Views

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How is plan cost at annuity starting date determined?

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Should I declare social security pension on both US and Canadian tax returns?

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One of my 1099-R amounts is not being added to line 4a of the Federal Form 1040. Line 4b is correct.

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96 Replies 10155 Views

96 Replies

10155 Views

Should my sister and I each report half of the 1099-G state refund received by our deceased mother’s estate (which we've inherited), and how do we do that in TurboTax?

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5 Replies 2303 Views

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2303 Views

Where do I enter my annual college 529 contributions? Connecticut lets married couples deduct up to $10,000 of such contributions from AGI.

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6 Replies 6642 Views

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6642 Views

Did not file form 8606 in prior years

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6 Replies 16980 Views

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16980 Views

I made direct contributions from my IRA to charities but my 1099-R shows gross distributions without noting the contributions. What do I do?

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4 Replies 4278 Views

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4278 Views

Csa 1099r How do I answer was pension received before minimum retirement age if I reached that age during the tax year

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8 Replies 3529 Views

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In the first box it ask for my employer's Federal ID#. I'm retired and have no employer. I do not have a W-2 Form. What do I do?

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3 Replies 1473 Views

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Have three 1099 s for custodial accounts. How do I not pay tax on these? They are set up with the children's SS#'s. Do I ignore the 1099 s?

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9 Replies 4620 Views

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4620 Views

How do I report income from Canada Pension form NR4? The fields are different from a 1099R.

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4 Replies 8115 Views

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Do I still have to file Colorado State Tax forms, if all of my income is retirement( Social Security, 401K and Pension)?

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5 Replies 2225 Views

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I received a distribution from a trust . I received a K-!, form 1041 as the trust beneficiary. Where do I report a nondividend distribution that is a return of capital?

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How can I get TT to treat 1099-G Taxable grant as earned income

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Offset 401k withdrawal with stock losses?

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10 Replies 15724 Views

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Excess Roth IRA contribution made in 2017 and withdrawn before filing in 2018. When and how do I pay taxes on any earnings?

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49 Replies 13877 Views

49 Replies

13877 Views

Turbo Tax's handling of the 1099-SA distribution code 2 (HSA excessive contribution withdrawal) is causing me confusion!

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5 Replies 10606 Views

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10606 Views

My 1099-R has a box 7 Code G and a taxable amount however the taxable amount will not transfer to the 1040 and I don't know what to do?

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8 Replies 18530 Views

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18530 Views

How do i figure the georgia retirement exclusion between myself and my wife

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3 Replies 2644 Views

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I am reimbursed for part of the cost of part of the Medicare Part B premium on my Social Security payments. How do I report that?

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3 Replies 1332 Views

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Ira distribution on 1099-r is not shown on form 1040, line 4a

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32 Replies 14697 Views

32 Replies

14697 Views

Filed Fed elect. and got rejected no error code. Missing information IRA withdrawal. Turbo Tax finds no errors. Do forms with IRA withdrawals have to be mailed in?

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2 Replies 1235 Views

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How do get Form 1099-LTC in My Turbo Tax ???? it not in my TurboTax.....

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3 Replies 2118 Views

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I’m trying to locate Maryland’s Form 502R retirement deductions

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Pension retirement exclusion: can i get info re nj retirement/pension exclusion?

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6 Replies 3709 Views

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Pensions not included in 1040 Line 4a? But is included in Line 4b. Line 4b should not be > 4a. Line 4a should be all 1099-R B1, Line 4b sum of Box 2a.

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109 Replies 15931 Views

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15931 Views

Does a check from my IRA checking account to a charity meet the Pub 590-B requirement that it was "made directly by the trustee of your IRA" so it qualifies as a QCD?

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20 Replies 24564 Views

20 Replies

24564 Views

My pension has been designated as tax exempt housing allowance. How do I enter the excess over actual housing costs?

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12 Replies 9629 Views

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9629 Views

For non-spouse heir of inherited IRA from 77-yr-old, TurboTax shows additional 10% due on distributions. IRA rules state no additional tax is due. What's right?

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4 Replies 2422 Views

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2422 Views

Is my UK state pension (social security) exempt from US taxes because of the US-UK tax treaty Article 17?

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7 Replies 17883 Views

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17883 Views

Enter RMD data but line 1040-4a only shows Pension data, not the sum of Pension and RMD data..

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8 Replies 4645 Views

8 Replies

4645 Views

Can I deduct IRA contributions?

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Required minimum distribution

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3 Replies 1749 Views

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I want to claim taxes paid on foreign pension income. Do I report the income again on this form when it was already reported in income section?

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3 Replies 1697 Views

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I have one 1099-R which is the total of an IRA (partial) to a Roth IRA and a distribution to me. Do I need to break this into the two parts?

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5 Replies 2848 Views

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2848 Views

How do I file a substitute 1099R using Form 4852?

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6 Replies 8392 Views

6 Replies

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Will inherited IRA RMA's effect retirement savings contribution credit?

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8 Replies 3799 Views

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3799 Views

Where do we enter Voluntary Federal Income Tax Withheld on Form SSA-1099?

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17 Replies 9440 Views

17 Replies

9440 Views

I am not sure what to enter in box 14. I work for the railroad so I have railroad retirement. My W-2 has my RRTA compensation and taxes.

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3 Replies 11765 Views

3 Replies

11765 Views

Will I have to pay a penalty for underpayment? I didn't know I was going to sell those stocks at the beginning of the year. why am I being penalized?

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4 Replies 2410 Views

4 Replies

2410 Views

Can a retired Federal employee deduct cost of Federal health insurance somewhere on his tax return? It used to be deducted from wages (Box 1 of Form W-2) when employed.

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4 Replies 9155 Views

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9155 Views

Do I need to pay MA state taxes on distributions from a 403B, that have previously been taxed by NJ at the time of contribution to the 403B?

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13 Replies 9645 Views

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9645 Views

The total of tax exempt interest income on my 1099-int forms is more that what turbo tax is showing on form 1040 line 2a .

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8 Replies 5531 Views

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5531 Views

After checking return i am asked for w-2 address and zip. I am retired and have not w2

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10 Replies 3624 Views

10 Replies

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1099-R Issue TurboTax 2020

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19 Replies 11411 Views

19 Replies

11411 Views

Must a 401k elective contribution from a partnership be shown on BOTH line 6a and 6b of the worksheet?

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2 Replies 1919 Views

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TSP roll over to Traditional IRA?

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3 Replies 1668 Views

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1668 Views

Where should I enter 1099 omb 1545-0112

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5 Replies 13882 Views

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13882 Views

How do i know if i have a defined benefit retirement plan to be taxed by the state of Alabama

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5 Replies 8771 Views

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8771 Views

I have a form 1099r for my minimum required distribution from my IRA. Which distribution code do I use in box 7 ?

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4 Replies 2130 Views

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2130 Views

Rollover (Rollback): Moved $ out of ira and within 60 days rolled $500 back. Where in TTax information entered? Fidelity only gave me a 5498 which is useless in TTax?

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11 Replies 5020 Views

11 Replies

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1099-r the taxable amount is blank and the taxable amount not determined is checked what is my taxable amount

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17 Replies 19595 Views

17 Replies

19595 Views

"We are having difficulty recognizing the data you are sending. Please try again. - 601ERRV:?, RT_11 - ?:? - SiteEFFee in RT doesn't match OPR total: 4499 vs 6998"

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6 Replies 4976 Views

6 Replies

4976 Views

Do we enter Oregon College Savings Plan contributions made in 2018 before April 15, 2018 into the 2017 box?

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2 Replies 2349 Views

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2349 Views

Missing box 7 on the Turbotax RRB-1099-r tax form

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6 Replies 3054 Views

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Does Turbotax Deluxe have the 1099-B form? If not which version of Turbotax should I use? Also, do I really need to report $20.88 from the 1099-B?

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4 Replies 9675 Views

4 Replies

9675 Views

We get a rebate of Medicare premiums paid as part of my retirement package. How do we report the $900 received?

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3 Replies 4194 Views

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4194 Views

I thought that the state of michigan did not tax pensions and retirement income

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4 Replies 3269 Views

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3269 Views

Is a 1099-R with box 7 code 1M taxable?

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10 Replies 31526 Views

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31526 Views

I receive a pension from the state of Michigan. How do I know if this is SSA exempt?

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3 Replies 2748 Views

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2748 Views

Why was I not given credit for my rollover partial return (within 60 days) to my IRA when I even entered in the net amount for box 2a on the 1099-R?

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9 Replies 3097 Views

9 Replies

3097 Views

My military retirement keeps being taxed on my Louisiana state tax program. How can I get it to be tax exempt as it should be?

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3 Replies 2048 Views

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For an IRA distribution for a Qualified Charitable organization what should be expected for box 2a and box 2b on the Form 1099-R?

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9 Replies 6936 Views

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6936 Views

I believe my MA Income of my Pension(43,000.) was listed as "Taxable " instead of NON-Taxable as reported on my1099-R Form in Box #12.

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3 Replies 2392 Views

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2392 Views

Why is my NY state return showing taxes owed on my SS benefits? NYS does not tax NYS or Federal pensions

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2 Replies 3874 Views

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3874 Views

How do I put an entry in line 15a? I made a QCD from and RMD and am unable to override in line 15a.

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20 Replies 8127 Views

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8127 Views

Are IRA RMD distributions allowed to go to a charity instead of to the IRS?

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5 Replies 2260 Views

5 Replies

2260 Views

How do I know what the minimum retirement age is?

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4 Replies 2433 Views

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2433 Views

Early IRA withdrawal due to disability

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4 Replies 6275 Views

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6275 Views

1099-MISC Retirement Income

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4 Replies 5247 Views

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For covered california ins what income do I use? from IRS form 1040 line 22, total income, or line 37, adjusted gross income or line 43, taxable income?

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2 Replies 2883 Views

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2883 Views

In 2016 I repaid a salary amount of $3,332 reported as income in a prior year. Can I deduct the amount repaid from my income when I file my 2016 tax return?

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7 Replies 5977 Views

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5977 Views

In order for QCDs to count as part of my RMD and reduce my AGI do they have to be executed BEFORE any funds are taken from the IRA for personal use?

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4 Replies 2844 Views

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Alabama Teachers Retirement is not taxable by State of AL but turbo tax Is not excluding it how do I correct this

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2 Replies 2550 Views

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My New York state pension in exempt on my ny taxes but the amount rolls over from my federal as taxable in NY

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3 Replies 1778 Views

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How do I record correctly a rollover from 401k to IRA? I received both a 1099-r and 5498.

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7 Replies 5078 Views

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5078 Views

How to calculate MAGI with capital losses for Roth Contribution?

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3 Replies 7155 Views

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How to enter 1099R (401k rollover to roth IRA) and not get taxed?

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9 Replies 15386 Views

9 Replies

15386 Views

Do I include 2018 401k excess deferral tax withholdings in the 2018 or 2019 tax return?

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2 Replies 1431 Views

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Is NIA from removal of excess Roth IRA taxable 2016 or 2017?

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13 Replies 8080 Views

13 Replies

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Box 5 of my csa 1099-r only has one number in it, but TT is asking how much of it is health insurance. Is there something I'm missing?

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3 Replies 3922 Views

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Why can't I leave From 1099-R Box 12a blank?

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2 Replies 1706 Views

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Can a qualifying relative as a dependent still be claimed it they received an inherited IRA distribution of $10,350 and no other income?

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5 Replies 2927 Views

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I withdrew money from Tax Shelter Annuity and deposited into Roth IRA. I have 1099-R on income. Do I also show it as a deposit to Roth IRA? No taxes were withheld.

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16 Replies 5861 Views

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5861 Views

I transferred funds from a 401K with pre tax and after tax money to an IRA and Roth IRA for the after tax. TT is showing the Roth transfer taxable. Is this correct?

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5 Replies 2955 Views

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2955 Views

Excess 401K contribution, withdrawn, W2 correction? need Taxreturns help

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84 Replies 20974 Views

84 Replies

20974 Views

Do all Turbo Tax versions permit the manual entry of data from 1099 forms?

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3 Replies 3157 Views

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3157 Views

1099R imported correctly but processed on 1040 incorrectly

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13 Replies 4887 Views

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;why are social security non taxabale funds included in total income?

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2 Replies 2453 Views

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I have put my miles for doctor visits, etc. in the supporting detail box and it still shows 0 on the form. Why is the box not transferring my total to the form?

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4 Replies 2175 Views

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2175 Views

How do I get another 1099 copy

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5 Replies 2702 Views

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TurboTax says I owe taxes on funds I received from a Roth IRA but the funds I received were from my regular contributions & should not be taxed. How do I work around it?

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2 Replies 2944 Views

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2944 Views

I took a withdrawal from my 401K after the age of 591/2. However whenever I check the no box I didn't take the money before 591/2, it defaults to the yes box?

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3 Replies 2162 Views

3 Replies

2162 Views

How do I report a 2018 excess Roth IRA contribution withdrawn in 2019? I can't input values in Form 1040 lines 4a/4b (Form 8606 instructions).

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4 Replies 3088 Views

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3088 Views

Is my us military retirement income taxable for north carolina

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3 Replies 2117 Views

3 Replies

2117 Views

Spousal support payments are made to my ex-wife out of my retirement before the balance is paid to me. Do those payments qualify as an alimony paid deduction?

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4 Replies

2356 Views

Foreign pension income under Misc Inc. has a neg consequence on state income tax if pension income is excluded (e.g. MD). Can all 9's tax ID for self 1099-R be restored?

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2529 Views

If I have a net loss in my self-employment, can I still contribute to a Roth IRA?

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4 Replies 10535 Views

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10535 Views

Is my retirement income from OPM (civilian government employee) a qualified retirement plan?

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3 Replies 4370 Views

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Do you have a TurboTax Online account?

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