Retirement Tax Tips and Answers | TurboTax® Support

I placed my state retirement in with the military retirement; now, can I remove it because its already listed?

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What forms do I fill out of the only income I receive is Social security supplemental income I have 3 kids 11 10 and 3

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Why am I getting answers about social security when I don’t receive it

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I just got RSU's through my work recently, do those count as taxable income? How do I apply that to my taxes?

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How can I file my taxes without former spouses social security number ?

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Is it true that Trump got a bill through CONGRESS that says no more tax on SOCIAL SECURITY benefits?

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do i need to report roth ira contribution

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How do I find out if I have a Roth IRA or a Traditional IRA quickly?

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It's asking if I participated in a TSP for 2024. I did, but I don't know the amount contributed

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I am a long time prior client with "TurboTax". I need your help. Please help me. I have two 1099's to file.

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What is the country code for Phillippines to add on 1099 R work sheet!

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I receive railroad retirement and SSI. 2 calls to R/R & SSI still no 1099. Can TurboTax retrieve it for me?

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Which method is more acceptable or more common for a person who is a part-year resident in two states and has income fully withheld in one state for the entire year?

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Cant take pictures using the QR code for down loading my11 page 1099R forms to turbotax

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I’m missing box d on my W-2 form, how should I go about this?

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I input my 1099R Gross Distribution but there’s no space to enter the taxes I’ve paid each month Any help would be great, thanks?

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How to correct amount for Florida Retirement System?

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Should I fill the 2023 Montana Amounts?. By default the system is showing me that, the adjusted gross income and negative taxable income are filled with zero

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Why am I being forced to upgrade to assisted premium because of sold stock, bonds, or mutual funds? I did a rollover from a Traditional 401k to an IRA Roth.

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I’m trying to enter my DFAS income but experiencing a block and would appreciate assist

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I’m 81 years old and it keeps telling me I took an early distribution and I don’t know why it would say that so tell me what I am doing incorrectly?

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Do we have to take out the amount RMD by Dec 31,2024?

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Sending my return in gave me a Duplicate Social Security Number error but this is my first time attempting to file. What should I do?

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What should the answer to this question be : Enter the portion of the following payments attribuatable to the period when you were a NJ resident?

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What do you do if your social security number is on the dark web?

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I have a CSRS retirement. What is my RND?

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I am at the section asking for employment status on dec. 31. My wife and I are filing jointly. It shows options for my status, but for my wife it only says retired, none?

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What do I do if I don't have a 1099 I got a few payments from social security but I am paying them back now so I guessing really didn't get money from them right?

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How do I claim my 2023 kicker bonus for Oregon

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I can’t find my return. I have my social security number and know what my refund should be but they say my info does not match. What to do?

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Trouble Entering 1099-LTC?

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It won’t let me complete my taxes without paying for the deluxe package just because I have a military retirement plan

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I withdrew money from my IRA to purchase my first home, where do I indicate this on my return so that I am not taxed?

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Where do I put distributions from an IR A on my return. I have an inherited Ira which is traditional and I took 12,000 in 2023. Where do I put that

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Form 703 multiplies social security payments by 50% (.50) thereby halving the taxable amount. Is this the amount to be used in my tax return?

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Should I eliminate the forward slash in MN State/Payer state number (as listed on the 1099-R I received) in the MN MW1 page, or change it back on the Federal list first?

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Can't down load The Northern Trust Company 1099-R

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HOW DO I FIND RAILROAD RETIREMENT FORM RRB-1099

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Why does it keep putting my Retirement Savings Contribution Fund at $5 when i don’t have a retirement contribution fund? I can not delete it

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Has anyone had issues with loading their TD Ameritrade 1099 into the application for tax year 2021?

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Turbo tax is asking for monetary amounts from a w-2 form but all I have are 1099-R's. What do I do?

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Where can I get a 10 95a form q per my information on

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Why does it keep asking me the same question over and over?

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Should I add the amount paid to me while on medical leave to the amount in box 12a?

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I am declaring My income from my IRA, known as RDM. They show the amount on my Dec statement. How do I enter this information?

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What do I do with a 1099-c from a previous tax year that came after last years taxes were filed. It is a 2022. Do I file it with 2023?

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I withdrew from my previous employers profit sharing program and didn't move the money into an IRA. How do I file it on my taxes if I didn't get a 1099-R?

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Does not have my bank info, Principal life insurance company?

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What social security do I put in "Parent's information" if my custodial parent is from Mexico?

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When is the 2023 Disaster Distribution available in form 1099-R? Can't file yet and let me come back later...

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I had a 1099R from last year. I did not get one this year from them since Ihave been retired over 10 years. What do I do to get rid of it

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If I live with and care for my parent who recieves a monthly social security check, do I need to put them and their income on my taxes?

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What is the minimum income required for federal income tax to be withheld?

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I entered my social security number wrong. How can i fix it on my 1040 form?

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I'm trying to enter the year I received a lump sum from social security but ot will not allow me to enter a year pass 2022

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Can I deposit money withdrawn from spouse IRA into my IRA?

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If I received my full rmd, but received a portion of it as checks to nonprofits, where do I list those checks so they are deducted from my income. standard deductions?

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Can you help me on my tax return to enter the 4-Disability amount. It is not taxable

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I am filing using Form SSA-1099. However, I see I am not eligible for electronic filing because "All of the following lines of Form 1040 have a zero value:" 1040???

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What is a 1099 form?

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My company put micro soft 365 on my personal phone it operates on windows 10/11 why cant i do my previous years retuns?

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How can I enter 1099-R from United States Steel?

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I’m trying to help my mother file her pension and social security benefits statement she doesn’t have an email any more or a phone

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They are asking for a bank associated with a pension, I get my ex husband’s partial pension and it is from a pension fund, the form doesn’t recognize it, what to do?

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State tax cannot be more than state distribution, but I don't have an amount in state distribution box., so how do I fix efile error?

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My husband had no income for 2023, but he did receive social security benefits, is that considered income?

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I withdraw funds from my 401K retirement early. My employer did not and would not provide a 1099-R when requested. How do I enter this information into my taxes?

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If my taxes going to be sent out to me at [PII Removed] I didn't know if they sent out my taxes already

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Do I need to file a SSA-1099 Social Security benefit statement?

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Is my net benefits on my SSA1099 before they take out for Medicare or after?

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I want to ask if I can put to my grandfather in my taxes because he is retiree.

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CAN NOT LOCATE WHERE TO LIST OUR SSA 1099 IN THE WAGES

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My husband doesn’t file taxes because he’s on ssdi they want his agi from taxes in 22. Don’t know what to do

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It says accepted by TurboTax n looks like I shall get my refund by 3/9/2024 but when I look it up on line it's not saying accepted yet who do I believe

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I do not "You have Retirement Savings Contribution credit." And turbo tax is making me upgrade their service. How do i dispute this upgrade requirement?

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I received a 1099-R but I did not withdraw any money from this 401k. The verbiage on TurboTax is as if I utilized this money. Should I report this 1099-R?

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How do I enter info into box 1 on 1099-R form?

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Question on my State of Ohio Tax Return with regards to Nonqualified Retirement Income. Is my IRA Distribution amount considered Nonqualified Retirement Income?

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Last year I was out of work. I didn't file taxes. How to answer question regarding that?

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Why is it asking for info based from 2022

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How do I enter backdoor to Roth in TT using Pro Rata Rule after I rolled over money from 401K to traditional IRA?

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Can you help me add the amount of money I received for my pension. I also didn't put in the amount of money for my heating bills'

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I didn’t include I’m unemployed

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Do I have to report the total Social Security received in 2023? Do I pay taxes on the entire amount?

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Can I get an explanation on why my tax return went from being 6500 down to 2500

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My husband is incarcerated and I don't know social security number ?

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If I had no earnings in any state and neither I nor spouse pay income tax on our retirement income, do I need a Michigan return?

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We are retired filing a joint return. Our income w/out Social Security is less than $32,000. In filling out my return, $12,832 of our Social Security is taxable. Why?

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Do I need to report a loan taken against my 401k plan, since I am repaying it bi-weekly?

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Where do I add my spouses W-2 and 1099? Should it be under income?

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421 Views

I have ira Roth acorn investment but I was forgot that when I was fill my tax

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We're filing married and my wife made a backdoor roth contribution in Jan 2024. What are the steps to report in turbotax for 2023 tax filing?

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Turbo tax is asking to enter an amount in Box 16 from Ohio 1099 R. My form has no box 16. Why can I continue?

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Can I, as a non American citizen, write off my medicare and social security? Because I will not be living in the states next year. I'd like something back.

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So this is my first time filing and it is asking me about my fathers income but he is a disability veteran and all his money is non taxable what do I do?

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845 Views

Do I need to file for the amount I had withdrawn out of my 401k. It was taxed before I received the money from it.

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What is box 12 on W-2? On box 13 Ret. Plan is marked, does that lower my federal refund amount?

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Can I input an investment that isn’t listed such as a stable account for disable people? Can I manually add it the amount?

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My box 15 has more than six numbers in it. It’s saying I can only have six and won’t let me submit. I don’t know what to do.

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How do I add my social security disability earnings ? I only have my monthly earnings ??

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What do I put in the drop box under wa pfml and wa cares?

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At age 72 I do not need to be taxed on distributions. So line 2a on my Pacific Life form is 0.00 therefore my amount on 1099-R is not excepted. So I cannot rifle???

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Where can I find my social security info?

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According to MyPay account (im in the military), I put 5% of my base pay into Roth TSP. Do I click the Roth IRA box?

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Do I have to file my teacher retirement? if I'm retired?

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What happens if you enter the wrong amount on federal income tax withheld? I heard they’ll just give me that amount and ill have to pay it back is that correct?

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Why am I having to pay more taxes on my retirement that I took out even tho they taxed it already?

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What do I put for my 1099 R for 2b

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I have never had a retirement plan before I started working for the school. How does this affect my taxes and how do I know if I filled it out correctly?

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Where do I report my ex husband pension I received?

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Box 16 on my 1099-R is blank. TurboTax has detected this as an error and won't let me leave it blank. What should I do?

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1099 and sales

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Why can’t I click on any of the counties listed in the school district and county selection worksheet on my phone?

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When do I pay taxes on my social security retirement? Every month or at the end of the year?

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If youmade a withdrawal fromyour roth do you have to report it on your taxes even though its already been taxed for ?

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Unable to enter Social Security Info?

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Can I have my 1099 ,2022

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Can I claim someone on my taxes that lived with me for a year that is on social security disability?

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Can I opt out of the Retirement Savings Contribution credit?

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Social Security Disability threshold florida

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My CA state taxes are asking me to enter for field "Wage, IRA and pension adjustments wks: other IRA Adj - Desc must be entered" I have a 1099-R form. What is thisfield?

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I received an email from you about a Retirement Seminar for next Wednesday. Was this legit or did I fall for a scam? Thank you.

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All I have for income is the ssa-1099 does that mean I can not file for the unerend child tax credit?

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I have worked as an Amazon seller so what should be my answer for Which type of income is your 1099-K for?

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CSA Form 1099R Box 2a says unknown instead of an amount like previous years. Why?

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Where can I find the Document ID on a 1099-r

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If I add money to an IRA will I owe less money to the federal tax?

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I am applying for ITIN for my dependents who are required to be claimed under allowable tax benefits. How do I go about this? there is now way to do this in turbo tax.

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490 Views

Why would you need to file a substitute 1099-R?

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Had my Social Security tax form stolen. Is my full Social security number on it?

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What is state distribution on a 1099-R? where do I find it?

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If i am asked to fill in information "from your W-2 that you received in 2022." does that mean my 2022 W-2 or 2021, since that is the one i "received in 2022"?

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What if I never have a address I was homeless but have a payee for my SSDI account and profile benefits government benefits!

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I took out a certain amount of money early from my IRA so i expected to pay the 10% for taxes due, however the amount due is much higher then 10%, does anyone know why?

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How do I access my 1099 form

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What does having a retirement account mean

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Received a Form 5498 for my Dad's CD which was POD to me. I have already filed a 1099 for this payment on my own taxes. Do I need to include this form on his taxes?

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If I have no taxable income Do I still have to file a tax return for 2022?

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Do I add my 5 year Olds 1099 from his savings account to my income?

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Where must i enter the 1099-G form?

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I didn't get a 1099 G and I didn't get unemployment in 2022.but I do owe for 2021snd they took my 200 stimulus check for that so what do I on my taxes for that?

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I did not receive a1099 from social security so how do I add to my tax form?

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I need to change the fact I had social security cuz I said yes now can't figure out how to change it

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How can I get my husband social if he is incarcerated?

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Do I need a Social Security Benefits Worksheet? Can , I complete my Tax return without my Social Security Benefits Worksheet?

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Does the liability tax include the State Tax I'm supposed to pay. I'm retired military and receive social security. I do not have a W-2. I have a SSA-1099. And a 1099.

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I made $21,600 last year Federal $883 Medicare $312 and social security 1340 I got three dependents and I supposed to get a refund of $10,000 dollars is that correct.

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