Retirement Tax Tips and Answers | TurboTax® Support

The system says box 9a of my 1099-R must have a minimum value of 0.01, but there is nothing written in the box. The system won't let me continue. What should I do?

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My Form 1099R the Payer's name and address is not listed in Turbotax. Please help

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3 Replies 333 Views

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How to handle 2023 Roth IRA Excess Contribution when filing 2025 taxes

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2 Replies 292 Views

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NC Bailey Exclusion NC Retiree not being allowed to access

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4 Replies 90 Views

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Using an early IRA withdrawal for private high school tuition does not avoid the 10% early WD penalty for Federal, or 2.5% for state of CA, ? Just post high school?

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7 Replies 4693 Views

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Turbotax saying difference between RMD amount and actual distribution that is inaccurate

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1 Reply 3199 Views

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3199 Views

2025 Online TurboTax Social Security Form SSA-1099 entry not working

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How do I include my hardship withdrawal from 401K on my taxes?

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Massachusetts PFML 1099-G - How to Declare

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Calculating Roth IRA basis

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1099 INT BOX 15

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4 Replies 490 Views

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I can’t find where to enter my rollover contributions. Where do I find it on the return?

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Additional Medicare Form

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3 Replies 1735 Views

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ROTH IRA Contributions taxed

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3 Replies 1296 Views

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I have been paying taxes on my military pension for the past 3 years. I recently found out that I my pension is tax exempt. How do I file a 1040-X to get my money back?

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18 Replies 56734 Views

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Why is TurboTax telling me i need to file form 8959 when I am below the income threshold?

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1 Reply 525 Views

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525 Views

I am claiming my cousin as a dependent because I provided more than half his care this year, but cousin is not listed as a relative. What do i list him as?

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10 Replies 19068 Views

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I have already filed my 2024 W-2 in February and received a refund, however I have a 2024 1099-R that I have not filed. Am I able to file to 1099-R today with TurboTax?

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How to get past forced "check this entry" showing a blank 1099R form, in order to efile?

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1 Reply 2635 Views

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my wife's pension plan from Kroger is NOT inheritednor an IRA why am I being asked this

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401K Excess Contribution - 2024 tax year

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I don't see that I've entered my spouse's SSA-1099 and it's not's not asking me to. Could I be doing a single return?

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I’m retired and didn’t receive any form or forms on how I file taxes on my pension income. I filed for extension in hopes something would come in the mail.

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3 Replies 4749 Views

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Filing income tax on my retirement pension income.

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1 Reply 4053 Views

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What counts as a taxable income

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1 Reply 1390 Views

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Does a 1099-R mean the same as a 1099?

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2 Replies 1138 Views

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How do I remove Not valid for employment from my dependents' Social Security on TurboTax?

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what is a 1099?

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I retired this year and have 2 questions. Is the "senior exemption" of $6,000.00 in addition to my standard deduction?

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I made $910 dollars as a 1099, I haven't reported any taxes. First payment was in May, last in June. How do I file taxes for this?

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2 Replies 5457 Views

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how do i remove 1099-Q income that was accidentally entered into turbotax

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Did social security income become not taxable in the big bill.

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6 Replies 2622 Views

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How do I change/reduce my social security tax deductions?

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1 Reply 5761 Views

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Won a 5000 lottery ticket, my only income is retirement social security how much tax do I have to pay on next year's form

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3 Replies 7462 Views

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Fellowship income

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Why does a 1099R from Nationwide (The Northern Trust Company) not show on your list

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If I contribute to an individual Roth can I also make a ROTH SEP cotribution?

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What should I do about my tex

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1 Reply 283 Views

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I received a 1099 off from withdrawal from my IRA. Where can I enter the federal Tax I paid?

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What do I do now that the deadline (April 15th) to remove an overcontribution to my Roth 401k's ( job change in 2024) has passed?

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7 Replies 3765 Views

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I need to file my 2020,2021,2022,2024 back taxes. 1099 for 2021 2022

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2 Replies 1231 Views

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How do I set up tax deductions from my monthly pension payments?

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2024 Backdoor Roth Conversion impacting fed+state refunds

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33 Replies 17054 Views

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I only have 1099-r and turbo keeps asking for my 403?

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how to add the 1099-B income for the unclaimed funds NYS checks sent to me. Total $9,403.39. The paper 1040 looks to line 7 Capital gains ?

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if deadline is may 1st can I submit on may 1st?

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3 Replies 697 Views

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When are IRA contributions due?

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1 Reply 2627 Views

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How do I finish my tax form if I do not want the plus benefits ?

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1 Reply 943 Views

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943 Views

I am trying to finish my taxes but am unable to add ira payment

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1 Reply 1173 Views

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i have no idea how much of my retirement pay was nontaxable for each year. It is always the amount after the health benefits plan charges were taken out. What should I do

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2 Replies 3634 Views

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How to amend a W-4 form at the year-end using TurboxTax app?

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Usually which items could we use for NYC city-tax return?

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The annuity was before "Dec 31, 1997" or not? What does that mean?

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What is the income-line for the TurboTax free filing for 2025?

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Can my Brazilian wife get a social security number? If not how to get ITIN fast? We are currently in Northern Brazil If she can get SS number from Brazil please explain

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How are decedent IRAs handled on the Georgia return?

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My spouse will not reveal her social security number, how do I proceed?

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I have a total of 4 1099-R and how do I add the other 3?

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HOW DO I SKIP THE RETIREMTN SAVINGS CONTRIBUTION CREDIT?

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ROTH IRA

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When I click "Needs Review" under Review your 1099R info, I'm taken to a page that doesn't show my financial institution. When I click "add/edit", the same occurs.

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Why can’t I enter my gross distribution for my teacher retirement system of Texas on my turbo tax - it’s keeps saying needs review

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Hello, how do I know if I elected to have my employer make contributions to your deferred compensation plan? I work for a school district.

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How to get my 1099 form?

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2 Replies 1413 Views

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if my 1099r was just for 187.97 do i have to file it?

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1 Reply 1590 Views

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1590 Views

Form 1099-R

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1 Reply 924 Views

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I am a Retired Union Pacific Railroad employee and should be exempt from State taxes. How to report on Turbo? Someone told me to use Schedule E. Where?

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Do I have to enter information right now from a trust account my mom left me when she passed away if I entered it into turbotax in previous years?

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1 Reply 573 Views

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How do I determine the Required Minimum Distribution for a simple Indiana PERF pension?

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How do I account for my social security benefits and taxes withheld ?

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3 Replies 2970 Views

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On form 1099-R, cannot enter values in box 7 or box 15! Can anyone help?

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1 Reply 327 Views

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327 Views

Where do I enter that I used to be a foster youth?

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1 Reply 261 Views

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261 Views

Where do I add my Form 5498 info because it is needed for my RMD distribution. I do not have a 1099 because I did not take money out last year.

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1 Reply 312 Views

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312 Views

Do not have 10999R because I did not take a distribution

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1 Reply 1133 Views

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1133 Views

Late rollover reinvested

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1 Reply 1852 Views

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Entering contributions to a defined benefit plan (not 401k, not self employed)

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Is my income too high to contribute to an IRA if I'm under 100k?

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I have a Simple IRA that I do not contribute to. The dividends are re-invested into the IRA, do I need to add this anywhere on my taxes?

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This person has Medicaid/medicare. Money is taken out of her SSI check to pay for her Medicare. What forms do we need? All we have is the SSA-1099

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2 Replies 722 Views

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Does section 179 work for federal tax for tax-year 2024?

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1 Reply 768 Views

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IRA Deductions is zero instead of $7000. I have no retirement plan. How can I fix it?

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3 Replies 1771 Views

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Do I add my wife’s social security benefits to her wages for 2024 when filing tax’s ?

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1 Reply 807 Views

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How do I fix TurboTax incorrectly categorizing 1099-INT as a 1099-R?

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3 Replies 1445 Views

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For 2024 I received HRA benefits. How can I enter this?

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1 Reply 1474 Views

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1474 Views

On line with Turbotax where do I put 1099 info?

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1 Reply 222 Views

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222 Views

Can I fix it if I have an IND-901 error but SSA says I am listed correctly?

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1 Reply 368 Views

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I can't find my sons social security number

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Why did turbotax add Form 8959 when I did not make over the limit? How can I remove it?

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1 Reply 307 Views

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307 Views

where on the form do I list income from my ex spouse military retirement and his postal retirement

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1 Reply 2798 Views

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What should I use for the address to the social security administration and what is the social security administration Payer's TIN?

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7 Replies 6581 Views

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6581 Views

WHAT IS THE 1099-K FOR THE STATE OF UTAH?

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3 Replies 572 Views

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I cashed in my retirement account when my employment ended on or about November2024. Do I need a 1099-R form? I have not received anything from Teachers Retirement System

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1 Reply 2572 Views

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2572 Views

I started Edward Jones distribution in error. We received no distribution from Edward Jones in 2024. It keeps asking for info/code. How do I make it go away?

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1 Reply 1171 Views

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1171 Views

I did not receive any 1099-R forms for 2024

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1 Reply 219 Views

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219 Views

I am being asked to remove hyphens from the social security number, but it won't let me. Can any tell me the exact area to do this so it will apply to the entire return?

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1 Reply 951 Views

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951 Views

If I was 86/87 in 2024 and receiving income form a retirement account, should I use a simplified method or general rule for taxable amount method?

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1 Reply 2574 Views

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i borrowed from my 401k the problem is you do not have voya financial as a selection

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1 Reply 418 Views

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418 Views

I had a limited purpose FSA and could not spend any of the money. It supposedly went back to my employer. Do I report this as income or can I deduct this from my gross?

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1 Reply 1802 Views

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1802 Views

I’m filing in Pennsylvania for the first time and it says I need to do a wage statement summary. The next page has empty boxes and I’m not sure what to write in them.

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1 Reply 385 Views

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385 Views

I am retired and on social security. Do Inhave to file a taxes return?

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1 Reply 548 Views

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548 Views

I didn’t get a 1099 form yet I withdrew my IRA money early.

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1 Reply 203 Views

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203 Views

Should I get this amount refunded? On my 1099-R, I had $612.00 withheld for Federal income tax. This was not included on my return.

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1 Reply 500 Views

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500 Views

Where do I find the federal id number on my 1099R from the U.S . Retired Pay?

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1 Reply 1069 Views

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1069 Views

Year following filing 5329 form

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1 Reply 1112 Views

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1112 Views

how do i remove the retirement savings contribution credit, i do not want to pay 80$ to get 50 back?

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2 Replies 1042 Views

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Is there a way to take a retirement form off so I can avoid upgrading my plan with turbo tax?

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1 Reply 362 Views

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362 Views

Turbo tax is asking me to list a state for box 15, however their drop down menu, TN is not listed, we don't have state income taxes. Won't let me complete with out this

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2 Replies 1129 Views

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I received a 1099-K form in error as my mom did not know how to use Venmo and clicked on purchases when sending me money. Do I still have to report this?

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1 Reply 1079 Views

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1079 Views

On my w-2 form, box 12b is states for WRS (wiscosin retirement system), but what code do I select to represent this number?

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1 Reply 594 Views

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594 Views

It's not showing the amount I entered for my Social Security.

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2 Replies 541 Views

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541 Views

Where in the turbotax app does it ask me or to indicate, I have a SOC 2298 form for federal and state tax wage exclusions?

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can i edit my state income tax withheld

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Does non military retirement income show here?

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I have a 1099-R form. Where online do I enter the Total Insurance Deducted amount listed?

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477 Views

i did not take a rmd for 2024 and wasn't given the chance to fill out form 5329. what do i do?

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242 Views

I'm trying to enter another 1099R from an institution they don't recognize, Thrift Savings Plan

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1 Reply 1389 Views

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1389 Views

I received a 1099-qa for taking less then $300 out of a Pennsylvania ABLE account. I receive disability but not taxable disability. Do I need to file a tax return?

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1 Reply 1109 Views

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1109 Views

I have $48 Retirement Savings Contribution Credit. To take that I have to pay for $63 for Deluxe. How do I remove this so I can file for free?

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2 Replies 920 Views

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When filling out tax info. My state is not listed in line 15. How do I add it?

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1 Reply 261 Views

1 Reply

261 Views

My tax return was not approved. I think I missing line 2b on form 1040N.

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1 Reply 320 Views

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320 Views

Please clarify the question did you receive a 1099R in 2024? I received a 1099 RN 2025 for income in 2024 does this apply to me?

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The full amount of my RMD was sent directly to a qualified charity so how do I answer questions about the required withdrawal?

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1 Reply 1035 Views

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1035 Views

How do I get an extension if I still don’t have my social security 1099

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2 Replies 809 Views

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I turned 73 and took out the minimum amount from savings, what form do I use?

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2 Replies 449 Views

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I retired in Jan of 2024. I have a 5498 for $23,825. that I rolled over to a traditional IRA and then moved $20,000. over to a IRA CD. Is there still a penalty?

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1 Reply 668 Views

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How do I remove 1099-NEC from my returns?

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2 Replies 909 Views

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can you explain mrd to me?

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2 Replies 560 Views

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Which tax-tables could be used for the FICA terms?

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4 Replies 1140 Views

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How can I get my taxes filed if I'm unable to access my estranged husband's-more than 10 years now-social security number?

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1 Reply 495 Views

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Questions Regarding 1099-R Documents

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How do i enter 1099R amount manually?

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1 Reply 407 Views

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Why taxed on social security?

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2 Replies 719 Views

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Got two 1099-R forms but didn’t contribute to a Roth last year, it won’t let me remove a auto applied 5329 form

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I do not have a 16a box on my 1099-R but it keeps asking me to enter it and it won't let me finish. Help? I just have a 16 with nothing entered in that box.

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1 Reply 337 Views

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337 Views

Is my 25k CD account interest taxable? I just6 keep rolling it over. No withdrawals.

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883 Views

I have lost my 1099s. 1099R & SSA1099

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1 Reply 663 Views

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663 Views

where do I find the amount that i contributed to my Roth Ira this year

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2 Replies 1967 Views

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1967 Views

how do i get back to the question of how much my RMD was for 2024? I'm not able to navigate back to it.

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1 Reply 335 Views

1 Reply

335 Views

CAN I REVIEW MY ENTRY ON FORM 1099-R?

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1 Reply 416 Views

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How do I calculate my RMD?

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3 Replies 745 Views

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Do I need to include anything in my taxes about a Simple IRA this first year (2024) of starting it, with no distributions?

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1 Reply 1470 Views

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1470 Views

I e-filed my federal tax return and got accepted by IRS. I realized that I did not include the 1099 tax info. Should I include the 1099 info in the state return or not?

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3 Replies 1230 Views

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I received a taxable interest credit of $84.45 from the IRS. The IRS says to report the amount as as income. Where do I list it? No special Form was included????

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1 Reply 905 Views

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905 Views

where do I find the rmd on my1099 R?

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1 Reply 223 Views

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223 Views

Do I claim my spouses social security income on my tax return

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2 Replies 840 Views

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What is the EIN number for Social Security?

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1 Reply 292 Views

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when i enter my daughters social security number it says "not valid for employment" printed on it. my daughter's social security card does not show that on it

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1 Reply 790 Views

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790 Views

So wtf does TurboTax actually do if we have to diy in a group after being harassed by an autistic robot? Is this even operated by any breathing person or is this hell?

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1 Reply 810 Views

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810 Views

TurboTax not allowing me to file. Under Keogh/SEP/SIMPLE it mentions that the deferral should not be greater than $23,000. I enter $23000 but it still wants it fixed.

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