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?

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

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

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

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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?

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

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

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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?

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

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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

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

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

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

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

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

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

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

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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

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

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How do you include a University Athletics Booster Contribution?

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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?

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

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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?

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

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

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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.

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

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

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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.

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Do I have to add Roxanne’s 1099

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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

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

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

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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

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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.

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

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

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Calculate my RMD

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

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

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

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

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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

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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.

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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?

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

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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

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Where is the question to mark yes for being deaf

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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 !?

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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

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

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

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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?

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

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

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

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

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

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where should I mentioned pension i receive in india

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

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Ho can I find state type code for Pennsylvania retirement distribution

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

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

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

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

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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?

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

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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?

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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

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How do I add extra social security income

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

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

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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

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

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

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

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

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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?

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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?

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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?

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

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

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

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is 1099-K same as 1099-NEC?

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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?

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

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

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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

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

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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

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

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

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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.

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

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

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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?

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Turbo tax took to much money

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

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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

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

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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?

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Our social security numbers are correct but Turbotax disagrees

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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

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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?

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

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

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

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

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

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Where do I enter inherited ira ?

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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?

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

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

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

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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?

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

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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

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Backdoor Roth conversion distribution

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

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Is T2T and DAV contributions deductible?

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Did I file my 1099 on here?

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

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

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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?

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

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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?

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

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

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

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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?

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

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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.

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Should railroad retirment taxes count as income taxes withheld?

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

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

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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

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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?

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Do I file military retirement as civil service

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

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

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

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Is pension income in one state taxable by another state?

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

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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?

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

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

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Where do I add my retirement amount

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

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

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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?

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Do you have a TurboTax Online account?

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