Retirement Tax Tips and Answers | TurboTax® Support

If I pull money from my 401k to pay for my childs college, what will i need to file on my taxes in 2025?

by Latest post by

4 Replies 231 Views

4 Replies

231 Views

What do I do if I don’t have my spouses social security number?

by Latest post by

2 Replies 620 Views

2 Replies

620 Views

what percentage of tax should I pay for an early IRA withdrawal?

by Latest post by

5 Replies 869 Views

5 Replies

869 Views

When does the 6,000 dollar additional benefit get subtracted, before you determine what percentage of benefit is taxable or after?

by Latest post by

4 Replies 585 Views

4 Replies

585 Views

From January to June 2025, I contributed 7% of my income to Roth TSP and 4% to Traditional TSP. For July 2025, I switched to 11% Roth. How to adjust my withholding?

by Latest post by

1 Reply 996 Views

1 Reply

996 Views

are social security benefit payments treated as taxable income for a us citizen living permanently in the uk ?

by on Latest post by

3 Replies 1536 Views

3 Replies

1536 Views

Can I deduct taxes on money that is gifted to family members?

by on Latest post on by

2 Replies 3477 Views

2 Replies

3477 Views

I’ve been on SSDI for over 18 years & I’m being asked about a Drs info… I don’t recall the info needed. I’m trying to fill out the schedule H form. What should I do now?

by on Latest post on by

4 Replies 1110 Views

4 Replies

1110 Views

How do I calculate value for box 6b when I only have boxes 2b, 4a, 4b, 5b and 6a filled in?

by on Latest post on by

1 Reply 781 Views

1 Reply

781 Views

TurboTax took out 279 from my federal account, but they also just took out from my banking account. Was the money denied for my federal account for them to take out

by on Latest post on by

1 Reply 1320 Views

1 Reply

1320 Views

Will firing a joint return hurt my wife's social security disability

by on Latest post on by

1 Reply 3153 Views

1 Reply

3153 Views

The letter from the Social Security Administration doesn’t include the TIN number. Does anyone know what that might be?

by on Latest post on by

1 Reply 3009 Views

1 Reply

3009 Views

can i enter my days worked as a law enforcement officer on my return?

by on Latest post on by

1 Reply 2057 Views

1 Reply

2057 Views

I call fidelity they said I did not have a 1099R. But it keep asking that question

by on Latest post on by

1 Reply 2326 Views

1 Reply

2326 Views

Where do I add the benefits received from a long term care plan they are on form 1099-ltc

by on Latest post on by

1 Reply 1285 Views

1 Reply

1285 Views

Can you tell me where I can enter my IRA rollover in TurboTax?

by on Latest post on by

4 Replies 1053 Views

4 Replies

1053 Views

Where is the IRS chat bot that they direct me to use after saying I am not eligible for a payment plan?

by on Latest post on by

1 Reply 286 Views

1 Reply

286 Views

I have 2 1099R forms code 7 that have blank line 16, and 1 code 4 that has a blank line 16, and turbo tax wont accept it. Please help

by on Latest post on by

1 Reply 584 Views

1 Reply

584 Views

Should they ask about my 2023 social security lump sum when I already filed for it?

by on Latest post on by

1 Reply 257 Views

1 Reply

257 Views

How do you include a University Athletics Booster Contribution?

by on Latest post on by

1 Reply 213 Views

1 Reply

213 Views

I am an American living overseas and emptied out my 401k in 2024. I received form 1042-S, income code 15. How should I enter the info in turbotax?

by on Latest post on by

1 Reply 1212 Views

1 Reply

1212 Views

Where can I find the plan cost at annuity starting date for a pension? Form 1099-R does not show this information.

by on Latest post on by

1 Reply 1069 Views

1 Reply

1069 Views

My daughter goes to school in Canada and their zip code is letternumberletter numberletternumber. The MI State form only allows numerical numbers. What can I enter?

by on Latest post on by

1 Reply 446 Views

1 Reply

446 Views

can i make any deductions on local pa income taxes on a 1099-r form for early withdraw of 401k?

by on Latest post on by

1 Reply 481 Views

1 Reply

481 Views

How do I amend my tax return to add Social Security Benefits from a form SSA-1099-R-OP1?

by on Latest post on by

1 Reply 405 Views

1 Reply

405 Views

My return is simple. Im single and do not have in 1099’s or anything complex. I have one source of income. Why does TurboTax (at check out) want to charge me for Delux.

by on Latest post on by

1 Reply 403 Views

1 Reply

403 Views

How do I add an inherited IRA distribution to my tax return?

by on Latest post on by

1 Reply 334 Views

1 Reply

334 Views

both of us are retired and get pensions, first time filing jointly but the system never asks for the other person's income data??

by on Latest post on by

2 Replies 606 Views

2 Replies

606 Views

Can we claim our monthly stipend/retirement money from our owned business as Miscellaneous income? We are retired and did not set up a pension plan.

by on Latest post on by

1 Reply 581 Views

1 Reply

581 Views

Do I have to add Roxanne’s 1099

by on Latest post on by

2 Replies 162 Views

2 Replies

162 Views

Now a glitch where on same Turbo wrk format showing under revision 1099 R shows Cebu need to put Cebu zip code ! Has NV last residence ! Need help fix issues

by on Latest post on by

1 Reply 316 Views

1 Reply

316 Views

How do I fill out the hardship 401K withdrawal? Do I put the expenses as Distributions for eligible emergency expenses?

by on Latest post on by

1 Reply 584 Views

1 Reply

584 Views

I need to adjust the basis amount for an early distribution from 401k for my PA state taxes

by on

0 Replies 369 Views

0 Replies

369 Views

Do I have to claim social security payments for paying tax on them? I am unemployed 66 year and 7 months old and receive $3,567 per month for social security payments

by on Latest post on by

2 Replies 805 Views

2 Replies

805 Views

I have a 1099-NEC from a Volunteer Fire Department. What option do I select under the question: What type of income is on your 1099-NEC.

by on Latest post on by

3 Replies 628 Views

3 Replies

628 Views

If I don't have the information on a missed RMD, can I file now and revise later?

by on

0 Replies 170 Views

0 Replies

170 Views

I have a 199-R from my deceased Mother's pension is this considered a withdraw from a retirement plan?

by on Latest post on by

1 Reply 506 Views

1 Reply

506 Views

Calculate my RMD

by on Latest post on by

1 Reply 195 Views

1 Reply

195 Views

Why do I have to agree to the Early Refund Processing Service if I selected not to use it?

by on

0 Replies 376 Views

0 Replies

376 Views

My adult son is Autistic does that qualify as disabled in the Less common situations?

by on Latest post on by

1 Reply 318 Views

1 Reply

318 Views

can i finish my taxes but i never received a 1099 form id number 099 for or a tax

by on Latest post on by

1 Reply 336 Views

1 Reply

336 Views

My husband doesn’t qualify for public pension deduction on form M1M line 29.

by on Latest post on by

1 Reply 244 Views

1 Reply

244 Views

For strange reason I am Not sure why I am Not getting email codes !Thank you for answering on refund only 85 ! For AGI 1/2 SSA shouldn’t that be earned income

by on Latest post on by

1 Reply 250 Views

1 Reply

250 Views

care provider address does not allow for Armed Forces Pacific (AP) as an entry for state. Since it is a drop down box I cannot manually enter either.

by on

0 Replies 395 Views

0 Replies

395 Views

How do I respond to a question on Part 1 of my Mass state tax which says I should enter info on my federal return, concerning tax-exempt pension?

by on Latest post on by

1 Reply 650 Views

1 Reply

650 Views

Financial institution not listed for entering 1099-R. How can I enter my 1099-R information?

by on Latest post on by

1 Reply 259 Views

1 Reply

259 Views

RRB-1099-R has no BOX 12, however it does have a Box 11 labeled Medicare Premium TurboTax has a box 12 labeled Medicare Premium Total and is asking for a dollar amount

by on Latest post on by

5 Replies 1691 Views

5 Replies

1691 Views

Where is the question to mark yes for being deaf

by on Latest post on by

1 Reply 102 Views

1 Reply

102 Views

I only made $13113 SSA 1099 Plus 1099 R for IRA distro $850 Held $85 in taxes ! As Head of Household Standard deduction shows 16550 but I am only getting 85 !?

by on Latest post on by

3 Replies 532 Views

3 Replies

532 Views

For strange reason I am Not sure why I am Not getting email codes !Thank you for answering on refund only 85 ! For AGI 1/2 SSA shouldn’t that be earned income

by on Latest post on by

1 Reply 295 Views

1 Reply

295 Views

it is a retirement pension annuity so since they took out state tax, then is this then excludable?

by on Latest post on by

1 Reply 460 Views

1 Reply

460 Views

How do I find the COMMUNITY SERVICE CONTRIBUTION CREDIT Certificate Number?

by on Latest post on by

1 Reply 423 Views

1 Reply

423 Views

How do I report a retirement income from State of Wisconsin, and it is listed as a 1099-R form and i cannot find a place to put it . Can you help me?

by on Latest post on by

1 Reply 646 Views

1 Reply

646 Views

what box do i check on turbo tax if i have a simple ira

by on Latest post on by

1 Reply 304 Views

1 Reply

304 Views

Does us the value of your Roth IRA ? is this the amount i put in in 2024 of the value of the investment?

by on Latest post on by

1 Reply 289 Views

1 Reply

289 Views

As a federal retiree should my wifes' pension be exempt from NC state taxes due to the Bailey decision? She was employeed before 1989

by on Latest post on by

10 Replies 1922 Views

10 Replies

1922 Views

Why would NYS ask for our 1099's after they accepted our return?

by on Latest post on by

2 Replies 661 Views

2 Replies

661 Views

Do I have to file my state income even they are not taxable?

by on Latest post on by

2 Replies 577 Views

2 Replies

577 Views

where should I mentioned pension i receive in india

by on Latest post on by

1 Reply 345 Views

1 Reply

345 Views

Where on my return can I find out when state will withdraw payment for taxes owed

by on Latest post on by

1 Reply 397 Views

1 Reply

397 Views

Ho can I find state type code for Pennsylvania retirement distribution

by on Latest post on by

1 Reply 442 Views

1 Reply

442 Views

In what box do I put my social security and my church contributions total

by on Latest post on by

2 Replies 803 Views

2 Replies

803 Views

I can't find how and where to enter my military retirement pay even after turbo has sent me directions.

by on Latest post on by

2 Replies 839 Views

2 Replies

839 Views

Why is “New York Teachers’ Retirement System” tagged as an invalid name when I’m trying to enter information from my 1099-R?

by on Latest post on by

1 Reply 231 Views

1 Reply

231 Views

1099 R doesn't show NYS distribution of my Bene-IRA or my pension, creates error

by on Latest post on by

1 Reply 1474 Views

1 Reply

1474 Views

Can I tell go ahead and tell Turbo Tax the amount that should have been listed in Box 16 on a 1099-R form even though the amount was listed in Box 14?

by on Latest post on by

1 Reply 1033 Views

1 Reply

1033 Views

Is Woodmen Life Interest Accrued for 2024 taxable. We didn’t get 1099’s

by on Latest post on by

1 Reply 398 Views

1 Reply

398 Views

If you take a premature distribution from your Traditional IRA for child’s tuition, what is the process to ensure you do not get penalized for the early withdrawals?

by on Latest post on by

1 Reply 796 Views

1 Reply

796 Views

Can you help me get my history in any program that my wife got money from because she deceived me for more than 10 years and until now she has

by on Latest post on by

3 Replies 643 Views

3 Replies

643 Views

How do I add extra social security income

by on Latest post on by

1 Reply 258 Views

1 Reply

258 Views

Is the description in Box 14 USCOSR an additional retirement contribution? Or are these wages paid for a leave of absence?

by on Latest post on by

1 Reply 1562 Views

1 Reply

1562 Views

What does it mean when they ask about the retirement system being exempt amount or exempt percentage?

by on Latest post on by

1 Reply 454 Views

1 Reply

454 Views

Are the 1099 R form for the retirement and from the ameriprise the same as they are different numbers? I is stating that my balance is higher with the two

by on Latest post on by

1 Reply 406 Views

1 Reply

406 Views

if the amount on my 1099-R pension is incorrect. how do have the amount corrected?

by on Latest post on by

1 Reply 533 Views

1 Reply

533 Views

Employees Retirement System of Georgia that’s state tax exempt is being taxed by Turbo Tax! Why?

by on Latest post on by

4 Replies 1061 Views

4 Replies

1061 Views

My Statement of Annuity Paid form shows federal income tax withheld in Box 4, not 2. Is there a discrepancy.

by on Latest post on by

1 Reply 612 Views

1 Reply

612 Views

Is my pension from the Michigan Public School Employees Retirement System a 403b and is it subject to a required minimum distribution?

by on Latest post on by

1 Reply 1141 Views

1 Reply

1141 Views

I need to enter info from a 1099-NEC. My wife received a payment of $110 from a risk company due to her employer going bankrupt. How do we enter that info?

by on Latest post on by

1 Reply 695 Views

1 Reply

695 Views

should I list $$ compensated for building a house? He does not have a business per say. If so, where do I list this on the return?

by on Latest post on by

1 Reply 580 Views

1 Reply

580 Views

My Military Retired pay is 100 percent tax free in Kentucky, yet TurboTax says it is taxable, that is incorrect. How do I fix it in TurboTax's automated system?

by on Latest post on by

1 Reply 1814 Views

1 Reply

1814 Views

is money inherited from a CD taxable? where is that reported, what form??

by on Latest post on by

1 Reply 338 Views

1 Reply

338 Views

Withdrew money from TIAA-CREF and taxes were taken out. Where do I enter this in the form?

by on Latest post on by

1 Reply 344 Views

1 Reply

344 Views

State has requested extra doc for 1099 withholding, what does this mean? What docs do they need for verifying my taxes?

by on Latest post on by

1 Reply 635 Views

1 Reply

635 Views

is 1099-K same as 1099-NEC?

by on Latest post on by

1 Reply 185 Views

1 Reply

185 Views

My wife's mother passed away and my wife had a 1099-B sent to her for distribution to all the siblings. How do I include this in our taxes as the account is now closed?

by on Latest post on by

3 Replies 694 Views

3 Replies

694 Views

How do I reenter RMD info from a 1099-R?

by on Latest post on by

1 Reply 110 Views

1 Reply

110 Views

Can I still file under my llc if the 1099 is in ny personal name?

by on Latest post on by

1 Reply 673 Views

1 Reply

673 Views

On my state tax I put $12.97 online 3 online 13 and I think online 10 I don't know how to take it off could you help me

by on Latest post on by

3 Replies 464 Views

3 Replies

464 Views

Your company took money from my account. Could you please explain why you took money?

by on Latest post on by

1 Reply 305 Views

1 Reply

305 Views

BNY Mellon Disbursement does not appear on Turbo Tax for my 1099 R entry. Should I use just the BNY that comes up on turbotax

by on Latest post on by

1 Reply 450 Views

1 Reply

450 Views

Does being terminated qualify as loss of livelihood for tax exemption for 1099-R distribution?

by on Latest post on by

1 Reply 1406 Views

1 Reply

1406 Views

retirement distributions for eligible emergency expenses. Does a foreclosure or reposesión of an auto count.

by on Latest post on by

1 Reply 442 Views

1 Reply

442 Views

May I use as a IRA distribution? $3100 for expenses during 3 mo. FMLA/rcvd Short term disability 1 month and not enough money to pay bills including mortgage.

by on Latest post on by

2 Replies 1015 Views

2 Replies

1015 Views

the program does not let enter 1099-R income, it goes directly to investment income.

by on Latest post on by

2 Replies 483 Views

2 Replies

483 Views

1099R for a nonqualified account. Choices are for 403b or other qualified plan. Neither choice fits. How do I respond?

by on Latest post on by

1 Reply 582 Views

1 Reply

582 Views

I said I had a home when I should have marked that I live in a retirement community. Where is the question on the tax return I am filling out?

by on

0 Replies 600 Views

0 Replies

600 Views

Turbo tax took to much money

by on Latest post on by

1 Reply 270 Views

1 Reply

270 Views

cani ignore 1099-R box 4 instructions say attach copy B. I do not have an e copy

by on Latest post on by

2 Replies 511 Views

2 Replies

511 Views

Can I write in EXEMPT in box 14 on the 1099-R form on this site?It is written in on my form but won't let me on the computer fill it in. It is asking for dollar amount

by on Latest post on by

4 Replies 1830 Views

4 Replies

1830 Views

Why did my payment go up when I entered my 1099-R? I already had taxes taken out when it was distributed.

by on Latest post on by

2 Replies 1494 Views

2 Replies

1494 Views

Why , as a retired person and having donated everything I own, mostly new items 12,000 dollars , do I owe on my pension which is not much money?

by on Latest post on by

3 Replies 4540 Views

3 Replies

4540 Views

Our social security numbers are correct but Turbotax disagrees

by on

0 Replies 9224 Views

0 Replies

9224 Views

I have filed with turbo tax. I didn't have any deduction. Received all my taxes back. This year I had no taxes taken out of my IRA. Do I have t

by on Latest post on by

2 Replies 8371 Views

2 Replies

8371 Views

I do not have my 1099-R form or my SSA 1099. What is the easiest way to get them to do my taxes? Will I go past the extension date?

by on Latest post on by

3 Replies 4130 Views

3 Replies

4130 Views

What is the impact on my 2024 taxes for taking a 59 1/2 withdrawal of 100K from my 401K?

by on Latest post on by

1 Reply 3493 Views

1 Reply

3493 Views

How do you enter an IRA rollover if the company did not provide a 1099-R form?

by on Latest post on by

1 Reply 6583 Views

1 Reply

6583 Views

How do I file just the 1099 G if I already filed my taxes and just got the 1099 today

by on Latest post on by

1 Reply 11538 Views

1 Reply

11538 Views

I don't have a 1099-R this year but it is asking for one

by on Latest post on by

2 Replies 3377 Views

2 Replies

3377 Views

My social security is in the wrong spot How do I fix it on your site?

by on Latest post on by

2 Replies 6021 Views

2 Replies

6021 Views

Where do I enter inherited ira ?

by on Latest post on by

1 Reply 5023 Views

1 Reply

5023 Views

Hello, i accidentally rolled over a pre-tax part of my Roth401k ( employer match) into my Roth IRA. Can I take from Roth IRA and invest in trad. IRA for tax break?

by on Latest post on by

6 Replies 16040 Views

6 Replies

16040 Views

Is there no way in Turbotax to estimate my taxes for 2024 related to possible retirement senarios?

by on Latest post on by

5 Replies 11117 Views

5 Replies

11117 Views

Why is turbotax showing taxes due on my retirement account in PA?

by on Latest post on by

3 Replies 17702 Views

3 Replies

17702 Views

Can I draw money out of an inherited it’s more than once a year!

by on Latest post on by

1 Reply 4047 Views

1 Reply

4047 Views

Paying for higher education costs with IRA Rollover funds and claiming exemption for early withdrawal. Do you do that in the year you file your taxes?

by on Latest post on by

2 Replies 14992 Views

2 Replies

14992 Views

How do I know I contributed to much to a Roth 401 and how do I withdraw the excess of so?

by on Latest post on by

4 Replies 1285 Views

4 Replies

1285 Views

How do I take where I put that on a house?I found out it's still in my mom's name.So I have to take out the tax form

by on Latest post on by

1 Reply 4866 Views

1 Reply

4866 Views

Backdoor Roth conversion distribution

by on Latest post on by

1 Reply 7437 Views

1 Reply

7437 Views

PRUDENTIAL cannot provide my 1099R for my retirement annuity. I need to know how much penalty I will pay in addition to the taxes!!

by on Latest post on by

2 Replies 11807 Views

2 Replies

11807 Views

Is T2T and DAV contributions deductible?

by on Latest post on by

4 Replies 10654 Views

4 Replies

10654 Views

Did I file my 1099 on here?

by on Latest post on by

1 Reply 1578 Views

1 Reply

1578 Views

I have a 1099-C from Wells Fargo installation of dates how do I apply to my tax info

by on Latest post on by

1 Reply 21466 Views

1 Reply

21466 Views

Why did they not withdrawal my state tax yet? Please advise

by on Latest post on by

2 Replies 2245 Views

2 Replies

2245 Views

I took an IRA withdrawal to be place back in the IRA within 60 days to avoid a taxable event. Does IRA qualified funds to beplaced in the same IRA or just an IRA product?

by on Latest post on by

2 Replies 7774 Views

2 Replies

7774 Views

I received a 1099-R for a 401k rollover. Do I need to report this still? Are they counting it as income?

by on Latest post on by

6 Replies 16682 Views

6 Replies

16682 Views

It’s not letting me add my wife’s social when I go in to edit her information. There is no where to add it. How do I fix this?

by on Latest post on by

1 Reply 3942 Views

1 Reply

3942 Views

What do I do if I didn't report my overcontribution to my 401k before april 15?

by on Latest post on by

3 Replies 5325 Views

3 Replies

5325 Views

If we haven’t taken any money out of IRA account, we don’t need the value, only the contribution amount correct?

by on Latest post on by

2 Replies 15311 Views

2 Replies

15311 Views

If I didn't get a 1099 from an employer and did not file will I still get my tax refund?

by on Latest post on by

2 Replies 8032 Views

2 Replies

8032 Views

What taxes I have to pay in MA statewhere I live since last year, if I getting SSA pension and New york City teacher retiremnt system pension?

by on Latest post on by

1 Reply 2131 Views

1 Reply

2131 Views

When I keep putting in my birthday and social security data it keeps denying it

by on Latest post on by

1 Reply 4746 Views

1 Reply

4746 Views

Why is the subtraction adjustment not carrying over properly from last year?there is a slight increase of income from SS and retirement. NYS taxable is no longer $0.

by on Latest post on by

1 Reply 4588 Views

1 Reply

4588 Views

Should railroad retirment taxes count as income taxes withheld?

by on Latest post on by

5 Replies 2942 Views

5 Replies

2942 Views

It’s saying I’m missing information of my 1099-NEC but I put the information in that’s on the paper

by on Latest post on by

1 Reply 822 Views

1 Reply

822 Views

Why do i owe so much in taxes this year? is it because im drawing social security and retirement?

by on Latest post on by

1 Reply 4390 Views

1 Reply

4390 Views

I have a 30,000 distribution on my taxes and that was not 2023, I have no 1299 and not sure whty this is listed in trubo tax

by on Latest post on by

1 Reply 1179 Views

1 Reply

1179 Views

My state taxes have still yet to be debited from my checking account but I believe I declared an auto withdrawal for a day or two ago. Should I be worried? What to do?

by on Latest post on by

1 Reply 3239 Views

1 Reply

3239 Views

Do I file military retirement as civil service

by on Latest post on by

1 Reply 3845 Views

1 Reply

3845 Views

Can you help me? I have not received 1099-r forms from OPM, Social Security and AFFINITY PLUS FEDERAL CRDDIT UNION.

by on Latest post on by

1 Reply 2718 Views

1 Reply

2718 Views

I thought once you were past retirement age you did not have to report you SSA benefits on your federal tax return?

by on Latest post on by

2 Replies 2752 Views

2 Replies

2752 Views

Do I claim my half of my ex-spouse's military retirement that he pays me directly in California?

by on Latest post on by

1 Reply 2986 Views

1 Reply

2986 Views

Is pension income in one state taxable by another state?

by on Latest post on by

1 Reply 3447 Views

1 Reply

3447 Views

HOW DOES THE FORM 5329 LINE 55 ADDITIONAL TAX FOR FORM 1040, LINE 8 GET ADDED TO TURBOTAX FILING?

by on Latest post on by

1 Reply 2441 Views

1 Reply

2441 Views

If my pension plan wrote a different state in box 15 than the one I live in, do I have to file a return in that state too?

by on Latest post on by

1 Reply 5418 Views

1 Reply

5418 Views

How do I fix the "issues" on my 1040? i.e. Line 9 - Total income has a zero value?

by on Latest post on by

1 Reply 1726 Views

1 Reply

1726 Views

None of my 401k companies are showing up in the search bar

by on Latest post on by

1 Reply 992 Views

1 Reply

992 Views

Where do I add my retirement amount

by on Latest post on by

1 Reply 780 Views

1 Reply

780 Views

I have money in my 401k going to something called Roth but it doesn't say IRA. What is it?

by on Latest post on by

1 Reply 1416 Views

1 Reply

1416 Views

What is the maximum contribution for those older than 50 years old for 403B 401K?

by on Latest post on by

1 Reply 3184 Views

1 Reply

3184 Views

My return is stopped because the program wants an 9nput for box 16, but my copy of the 1099-R does not have a box 16. WHAT CAN i DO?

by on Latest post on by

1 Reply 1331 Views

1 Reply

1331 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Live Deluxe Online