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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4187 Views

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 8986 Views

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8986 Views

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 9963 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 23739 Views

24 Replies

23739 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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5 Replies 5732 Views

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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 3745 Views

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3745 Views

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

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2 Replies 3883 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 12873 Views

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12873 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 7849 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 7524 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 2746 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 9179 Views

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9179 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 3624 Views

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3624 Views

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 2172 Views

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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 8813 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 4282 Views

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4282 Views

How do I fix multiple times of missing IRA RMDs?

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

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15 Replies 8388 Views

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Why 1099-Q form increased my tax?

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5 Replies 6956 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 19329 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 7539 Views

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7539 Views

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 9701 Views

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9701 Views

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

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13 Replies 45741 Views

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

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4 Replies 6568 Views

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6568 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 5385 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 38136 Views

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38136 Views

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

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19 Replies 32324 Views

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32324 Views

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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34768 Views

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 5109 Views

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5109 Views

[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 23584 Views

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23584 Views

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 14016 Views

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14016 Views

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 10477 Views

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10477 Views

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 19578 Views

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19578 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 7343 Views

14 Replies

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

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3 Replies 1400 Views

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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 47524 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 6079 Views

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6079 Views

How is plan cost at annuity starting date determined?

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2 Replies 6311 Views

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

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2 Replies 2777 Views

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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 10168 Views

96 Replies

10168 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 6656 Views

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6656 Views

Did not file form 8606 in prior years

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6 Replies 16998 Views

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16998 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 4282 Views

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4282 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 1474 Views

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1474 Views

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 4630 Views

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4630 Views

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

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4 Replies 8124 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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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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2935 Views

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 15732 Views

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15732 Views

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 13878 Views

49 Replies

13878 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 10613 Views

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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 18536 Views

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18536 Views

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

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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 1334 Views

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

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32 Replies 14713 Views

32 Replies

14713 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 1236 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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6 Replies 5511 Views

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5511 Views

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

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6 Replies 3711 Views

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3711 Views

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 15933 Views

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15933 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 24574 Views

20 Replies

24574 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 9641 Views

12 Replies

9641 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 17886 Views

7 Replies

17886 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 4648 Views

8 Replies

4648 Views

Can I deduct IRA contributions?

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Required minimum distribution

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3 Replies 1757 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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1697 Views

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 8403 Views

6 Replies

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

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8 Replies 3802 Views

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3802 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 11768 Views

3 Replies

11768 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 9166 Views

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9166 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 9652 Views

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9652 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 5536 Views

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5536 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

3624 Views

1099-R Issue TurboTax 2020

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19 Replies 11415 Views

19 Replies

11415 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 1928 Views

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1928 Views

TSP roll over to Traditional IRA?

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3 Replies 1670 Views

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1670 Views

Where should I enter 1099 omb 1545-0112

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5 Replies 13886 Views

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13886 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 8773 Views

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8773 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 5023 Views

11 Replies

5023 Views

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 19601 Views

17 Replies

19601 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 4978 Views

6 Replies

4978 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 2357 Views

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2357 Views

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

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6 Replies 3054 Views

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3054 Views

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 9684 Views

4 Replies

9684 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 3270 Views

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3270 Views

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

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10 Replies 31543 Views

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31543 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 3099 Views

9 Replies

3099 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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2048 Views

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 6939 Views

9 Replies

6939 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 3883 Views

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3883 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 8137 Views

20 Replies

8137 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 2434 Views

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2434 Views

Early IRA withdrawal due to disability

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4 Replies 6287 Views

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6287 Views

1099-MISC Retirement Income

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4 Replies 5250 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 2884 Views

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2884 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 5978 Views

7 Replies

5978 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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2844 Views

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 2551 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 7158 Views

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7158 Views

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

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9 Replies 15388 Views

9 Replies

15388 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 8089 Views

13 Replies

8089 Views

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 3927 Views

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3927 Views

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

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2 Replies 1707 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 2928 Views

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2928 Views

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 5874 Views

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5874 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 2956 Views

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2956 Views

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

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84 Replies 20986 Views

84 Replies

20986 Views

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

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3 Replies 3158 Views

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3158 Views

1099R imported correctly but processed on 1040 incorrectly

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13 Replies 4899 Views

13 Replies

4899 Views

;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 2187 Views

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2187 Views

How do I get another 1099 copy

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5 Replies 2720 Views

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2720 Views

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 2945 Views

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2945 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

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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 2357 Views

4 Replies

2357 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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2 Replies 2538 Views

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2538 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 10547 Views

4 Replies

10547 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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4370 Views

Do you have a TurboTax Online account?

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