Retirement Tax Tips and Answers | TurboTax® Support

Is my daughter required to report as U.S. income the €1,000 a month stipend she receives from the Spanish Ministry of Education for the N. A. Language Assistants Program?

by on Latest post by

6 Replies 23673 Views

6 Replies

23673 Views

I would like to make a QCD at age 70 1/2. My birthday is on June 12. On what date can I make the QCD?

by Latest post by

1 Reply 365 Views

1 Reply

365 Views

I want a copy of my 1099 that was filed for year 2022

by Latest post by

1 Reply 2951 Views

1 Reply

2951 Views

Early withdrawal Roth. My distribution was less than my contribution, which would be zero. TurboTax doesn't creat Form 8606 automatically. How to use tool to creat 8606?

by on Latest post on by

7 Replies 1565 Views

7 Replies

1565 Views

From BBB What are limits to no tar on social security?

by on Latest post on by

1 Reply 777 Views

1 Reply

777 Views

What form or forms do I use to report chaitble contributions?

by on Latest post on by

2 Replies 2958 Views

2 Replies

2958 Views

I need my statement

by on Latest post on by

1 Reply 556 Views

1 Reply

556 Views

Can someone tell me where EXACTLY I can find the Account number and Doc ID on my Vanguard 1099-R form? Hard to find on the form. Called Vanguard service, no help.

by on Latest post on by

2 Replies 4573 Views

2 Replies

4573 Views

I did not receive my 2020 income taxes for federal and state I filed a 1099 and I only received $83.83 what happened to taxes money for that I would like a explanation?

by on Latest post on by

4 Replies 8532 Views

4 Replies

8532 Views

I have been in theatre for years. I am retired but will be directing a play and doing it pro bono. Can I deduct expenses?

by on Latest post on by

1 Reply 6252 Views

1 Reply

6252 Views

I got refund check because TurboTax calculated RMD by account while I calculated on the aggregate. TurboTax made me pay additional tax on the RMD, which was not needed.

by on

0 Replies 7164 Views

0 Replies

7164 Views

I sent my 2022 check to the IRS. They converted my check into an electronic withdrawal and are now saying I didn’t pay. My bank statement shows they took my payment.

by on Latest post on by

6 Replies 2124 Views

6 Replies

2124 Views

Where do I go to withdraw my 401k

by on Latest post on by

2 Replies 696 Views

2 Replies

696 Views

I received a K-1 with eight PTP entries for line 20 Z on the Statement A QBI pass through entity reporting. What form is needed to get those into the individual return?

by on Latest post on by

1 Reply 4418 Views

1 Reply

4418 Views

How does the IRS determine your voluntary tax withholdings reported on your SSA-1099 form? Do they receive information from Social Security ?

by on Latest post on by

5 Replies 4057 Views

5 Replies

4057 Views

Is the birth of a child exception for early withdrawal of IRA/401k plan still in effect and if so how would that work withdrawing in 2022 being unemployed? Waiver of 10%?

by on Latest post on by

16 Replies 27509 Views

16 Replies

27509 Views

Is it useful to be able to enter IRS Form 5498 IRA Contribution Information into TurboTax each year so that the program can keep track of it?

by on Latest post on by

1 Reply 5820 Views

1 Reply

5820 Views

Which worksheet does social security benefits worksheet line 6 1b come from?

by on Latest post on by

1 Reply 3938 Views

1 Reply

3938 Views

Can I speak to an advisor on why I never received my income tax from 2024

by on Latest post on by

2 Replies 3521 Views

2 Replies

3521 Views

Where do I enter my 1099-S?

by on Latest post on by

3 Replies 907 Views

3 Replies

907 Views

Recreating 2022 return & downloading UBS 1099. Getting a "Cannot download this 1099 for this user ID," Spend 1 hour on phone with UBS & they are researching. Help?

by on Latest post on by

2 Replies 1536 Views

2 Replies

1536 Views

TurboTax did not correctly calculate my taxable Social Security amount. IRS reduced my refund by correctly calculating the amount.

by on Latest post on by

1 Reply 5084 Views

1 Reply

5084 Views

How can I get my 1099

by on Latest post on by

3 Replies 357 Views

3 Replies

357 Views

Do I send 1099R to IRS if I e-filed and my return was accepted?

by on Latest post on by

1 Reply 1443 Views

1 Reply

1443 Views

in filling out the waiver request statement for form 5329 is there a way to use the windows clipboard and how exactly does the UI work?

by on Latest post on by

1 Reply 1290 Views

1 Reply

1290 Views

i am over 60 yrs. i distibuted form my Roth Ira and would like to do a rollover to it. if the account is qualified, does the 60 day rule even apply?

by on Latest post on by

5 Replies 3436 Views

5 Replies

3436 Views

how to check status of form 2359 for waiver of penalty

by on Latest post on by

1 Reply 1126 Views

1 Reply

1126 Views

I have been a TT user for many years and have the prior year taX INFORMATION ON A THUMB DRIVE . Only some information rolled over to 2024.

by on Latest post on by

2 Replies 267 Views

2 Replies

267 Views

Married filing jointly & both qualify for Georgia's retirement income exclusion but only one of us is retired. Why does our refund reduce when we enter the exclusion?

by on Latest post on by

1 Reply 1384 Views

1 Reply

1384 Views

I am 61 and my ROTH account has been opened for over 15 years - is my roth ira withdraw taxable?

by on Latest post on by

2 Replies 803 Views

2 Replies

803 Views

My wife and I are retired under employment section which of the five boxes do I check?

by on Latest post on by

3 Replies 2056 Views

3 Replies

2056 Views

I am an employer and using the TurboTax Business. I created a 1099 form and efile accepted. I want to now void it. How can I do it? It does not let me change to 0 or void

by on Latest post on by

3 Replies 710 Views

3 Replies

710 Views

i requested a withdrawl from my 401k in 2025 to make ends meet I received the money and i want to return the money to my 401k because situation changed ho

by on Latest post on by

1 Reply 1534 Views

1 Reply

1534 Views

Should I check W-2 under the Employment status, if I am retired and not working but receive a pension?

by on Latest post on by

1 Reply 3727 Views

1 Reply

3727 Views

Recvd 1099r for retiree medical ins. Box 1 gross cost box 2a employer contribution. Box 7= 9. Employer advised FYI only, not taxable inc. How is this entered in TT?

by on Latest post on by

3 Replies 955 Views

3 Replies

955 Views

California form 3805 P. Why does the form charge me a 2.5% penalty tax for early distribution when I'm in my 60's?

by on Latest post on by

11 Replies 2104 Views

11 Replies

2104 Views

TT 2024 is asking me how I determined the taxable amount on my 1099-R. It just came that way, and I am unsure what to do. I don't remember this in 2023 TT.

by on Latest post on by

7 Replies 1765 Views

7 Replies

1765 Views

Is it OK to enter an excess QCD amount in the 2024 Turbotax Deluxe (desktop) Forms Mode when QCDs from a conventional IRA exceed the RMD?

by on Latest post on by

5 Replies 1652 Views

5 Replies

1652 Views

I live in Fl, but worked and still own a house in NY. Is my pension considered "NY sourced income" if it comes from the firm's corporate offices located in Cleveland OH?

by on Latest post on by

3 Replies 2283 Views

3 Replies

2283 Views

I have a pension, wife has a job. I took a lump sum from a traditional IRA last yr. We file jointly. We used standard deduct last year. What form should we use this year?

by on Latest post on by

5 Replies 757 Views

5 Replies

757 Views

Because I am wait for my wife sosialsecurity

by on Latest post on by

1 Reply 634 Views

1 Reply

634 Views

2024 withdrawal/distribution from my Traditional IRA at 60. NO 1099R only my bank statement. Fed tax charged/collected do I file for state tax even though no 1099R?

by on Latest post on by

1 Reply 3672 Views

1 Reply

3672 Views

does the software crash during the interview step at SSA-1099 will not launch and returns to the Income Summary page

by on Latest post on by

1 Reply 238 Views

1 Reply

238 Views

2023, I added $850 ( trad. IRA) as a deduction should have been a contribution. The deduction occurred this year. Amend or pay taxes again?

by on Latest post on by

1 Reply 472 Views

1 Reply

472 Views

Does turbotax deduct K-1 box 14 code ZZ corpus not subject to tax from taxable income?

by on Latest post on by

1 Reply 581 Views

1 Reply

581 Views

What to choose & classify my NY state retirement? It shows as "nytrs" under box 14 but doesn't have the exact specification under the other box.

by on Latest post on by

1 Reply 430 Views

1 Reply

430 Views

Can I file a 1040 form if I have a 1099r

by on Latest post on by

2 Replies 370 Views

2 Replies

370 Views

If I am retired and drawing a pension from a previous employer, am I considered "covered by a retirement plan at work"?

by on Latest post on by

1 Reply 1561 Views

1 Reply

1561 Views

Social Security-The Turbo Tax software does not appear to be correctly calculating the taxable portion of social security for married filing jointly. Is there a solution?

by on Latest post on by

22 Replies 5717 Views

22 Replies

5717 Views

What if I did not receive my 1099-R?

by on Latest post on by

1 Reply 90 Views

1 Reply

90 Views

Bank made an error on an IRA form 1099-R can I correct this in TurboTax?

by on Latest post on by

1 Reply 161 Views

1 Reply

161 Views

Can I use the free online version if I only have an SSA-1099 form?

by on Latest post on by

1 Reply 105 Views

1 Reply

105 Views

My 2022 taxes miss coded an Roth 401K contribution as an Excess \"Roth IRA\" contribution. And I've paid the 6% \"Other Taxes\" in 2023 and 2024. how do I correct this?

by on Latest post on by

1 Reply 588 Views

1 Reply

588 Views

If I pay back 2024 roth ira withdrawals before 4/15/25 would my taxable go to 0

by on Latest post on by

11 Replies 714 Views

11 Replies

714 Views

I'm self employed and made a contribution to a simple IRA but did not get the full tax deduction even though my Max AGI and contribution amount is under the limit.Why?

by on Latest post on by

1 Reply 512 Views

1 Reply

512 Views

My husband lives overseas but turbo tax is asking for his social. How do I skip this

by on Latest post on by

1 Reply 210 Views

1 Reply

210 Views

I've never had to prepay for next tax year is this a requirement or optional

by on Latest post on by

1 Reply 224 Views

1 Reply

224 Views

How do I get to a live agent (I paid for service) who has experience with IRA planning tool and the retirement savings portion of the Federal taxes? Chat isn't helping.

by on Latest post on by

1 Reply 556 Views

1 Reply

556 Views

i'm retired .what box do i click in employment?

by on Latest post on by

2 Replies 230 Views

2 Replies

230 Views

Income & taxes withheld (Boxes 1-6), Less common items (Boxes 7-14) and boxes 15-17 in Turbotax do not match my 1099-R boxes.

by on Latest post on by

2 Replies 452 Views

2 Replies

452 Views

i entered my income, but when i enter my IRA contributions the program says i have zero income???

by on Latest post on by

1 Reply 197 Views

1 Reply

197 Views

My 1099R contains $60 in Block 14 and Block 16 is blank. Turbo Tax appears not to recognize this fact.

by on Latest post on by

2 Replies 493 Views

2 Replies

493 Views

Hi, if someone makes less than 55000 a year, can they make a contribution to an IRA?

by on Latest post on by

1 Reply 165 Views

1 Reply

165 Views

My banking institution is not listed from the drop-down list and it won't let me add it.

by on Latest post on by

3 Replies 485 Views

3 Replies

485 Views

Hi. I have a 1099R form for my husband's annuity. Do I have to include the Line5 amount as taxable income?

by on Latest post on by

2 Replies 746 Views

2 Replies

746 Views

I withdrew money from a 457B account and TurboTax is requiring me to fill out a M1QPEN form for a pension withdrawl, even though this was not my pension account.

by on

0 Replies 406 Views

0 Replies

406 Views

I have two 1099-Q forms. I entered one just fine. TT won't let me enter the second one. How can I get TT to enter a second 1099-Q?

by on Latest post on by

1 Reply 241 Views

1 Reply

241 Views

I was covered for 8 months in 2024 under a High deductable medical plan. TT calculates a max contrib of $6200. Why isn't this $6667 since I am over 60?

by on Latest post on by

1 Reply 415 Views

1 Reply

415 Views

The software isn't adding my 2024 contribution to IRA to basis, and is treating all amount converted to Roth as taxable. When will this be fixed?

by on Latest post on by

3 Replies 1452 Views

3 Replies

1452 Views

my 2023 return is on my desktop. It does not appear in the box to transfer info from last year. How do I get it to do that

by on Latest post on by

1 Reply 232 Views

1 Reply

232 Views

I have taken an ALLOWABLE portion of my Reg IRA & done a CONVERSION to My Existing ROTH IRA. But TurboTax Does NOT show a place to Mark this as a Conversion /Form 8606?

by on Latest post on by

1 Reply 556 Views

1 Reply

556 Views

Can I do my own 2024 tax return with schedule C and IRA distribution for $79.00?

by on Latest post on by

1 Reply 319 Views

1 Reply

319 Views

Can someone summarize that part of IRS Pub 721 that allows a rollover of a US Gov annuity to an IRA (TSP) tax free? TT allow this option but does not explain why.

by on Latest post on by

1 Reply 868 Views

1 Reply

868 Views

Is social security income federally taxable income for married filing separately if it plus pension and dividends and ira distributions exceed $25K?

by on Latest post on by

2 Replies 1504 Views

2 Replies

1504 Views

I only had social security check this year. Do I have to file a federal or state return?

by on Latest post on by

1 Reply 295 Views

1 Reply

295 Views

Do I have to file federal tax if gross income from social security and dividends is less than $20,000.00?

by on Latest post on by

1 Reply 255 Views

1 Reply

255 Views

Why is GA state not exempting my military retirement? I am 62.

by on Latest post on by

10 Replies 2889 Views

10 Replies

2889 Views

How to add my 1099-g form but something keeps going wrong

by on Latest post on by

1 Reply 98 Views

1 Reply

98 Views

Why am I required to enter an amount in the RMD field for a qualified pension monthly distribution ?

by on Latest post on by

1 Reply 834 Views

1 Reply

834 Views

I’m 65 years old and collect Social Security and live in California. Do I need to pay federal or state taxes

by on Latest post on by

2 Replies 622 Views

2 Replies

622 Views

The 1099 NEC I received does not have EIN on it but Turbotax desktop requires it. What should I do?

by on Latest post on by

12 Replies 13040 Views

12 Replies

13040 Views

If I receive Social Security only for year of 2023 and 2024. Do I need to file taxes?

by on Latest post on by

2 Replies 1683 Views

2 Replies

1683 Views

I would like to withdraw 179, 000 rom a traditional IRA and I earn $50.000 annually What taxes am I looking at to repay? I would like to pay off my 206,000 mortgage.

by on Latest post on by

3 Replies 585 Views

3 Replies

585 Views

If I participate in several passive partnerships (K-1 reports), where in the annual tax reports will I get the info

by on Latest post on by

1 Reply 526 Views

1 Reply

526 Views

Error in 2024 TT Premier. When I enter $0 for the 199A income that the K-1 from a Trust says I received. Turbo tax wants me to explain what the type of income $0 is.

by on Latest post on by

4 Replies 1297 Views

4 Replies

1297 Views

i am retired ( have no business at all) and help friend's company for welding job and i got 1099 nec. how i report in TurboTax.

by on Latest post on by

1 Reply 454 Views

1 Reply

454 Views

Why does the program say I need to update my social security information, dividends and interest and capital gains. I have entered the information three times.

by on Latest post on by

1 Reply 911 Views

1 Reply

911 Views

Is there a list or chart of the TurboTax versions are explained so i can make a choice?

by on Latest post on by

2 Replies 524 Views

2 Replies

524 Views

TurboxTax for 2024 will not allow me to enter my itemized deductions on 'Report 2023 Return Information'? How do I fix this? It seems to think I took the STD in 2023.

by on Latest post on by

1 Reply 1813 Views

1 Reply

1813 Views

Why does TurboTax program Step - by- Step say tax on Capital Gains is $0 but it gets added as income on Line 7 of Form 1040?

by on Latest post on by

1 Reply 335 Views

1 Reply

335 Views

I have a 1099-R for early Roth Ira withdrawal. There is 10% penalty which was already deducted (box 4) but I'm getting another 10% on my Turbo Tax Federal filing. Why?

by on Latest post on by

1 Reply 892 Views

1 Reply

892 Views

can I change my security question

by on Latest post on by

1 Reply 634 Views

1 Reply

634 Views

How does one input a 1099-R for an IRA cash out into TurboTax Business for a decedent's estate form 1041 in order to get a refund of the taxes that were withheld?

by on Latest post on by

4 Replies 670 Views

4 Replies

670 Views

If I am retired, how should I indicate this?

by on Latest post on by

1 Reply 137 Views

1 Reply

137 Views

I never received my statement of earnings for 2024 including Social Security. Can Turbo tax help me with those?

by on Latest post on by

1 Reply 720 Views

1 Reply

720 Views

Our 1099B has a number in undetermined B or E (basis not reported to the IRS). I know that it should be box E but the program is automatically putting it in box F.

by on Latest post on by

1 Reply 993 Views

1 Reply

993 Views

Is there a line item for social security when filing with TurboTax?

by on Latest post on by

1 Reply 424 Views

1 Reply

424 Views

Does Roth to Roth Account rollover be included for AGI for IRMMA?

by on Latest post on by

1 Reply 648 Views

1 Reply

648 Views

Since the IRS waived the inherited IRA RMD for 2024, why does turbo tax suggest to complete the waiver form?

by on Latest post on by

1 Reply 501 Views

1 Reply

501 Views

I get paid on 1099. But I also have an LLC registered in FL. Can I run the money I get monthly via LLC, as the LLC revenues? How do I file my taxes when I get 1099?

by on Latest post on by

17 Replies 2639 Views

17 Replies

2639 Views

Is an Inherited IRA distribution taxable?

by on Latest post on by

1 Reply 288 Views

1 Reply

288 Views

My sole incomeI for the last two years New York is not taxable. Last year I had a 401K minimum distribution and interest on CDs. How do I file?

by on Latest post on by

1 Reply 466 Views

1 Reply

466 Views

I am retired with no income. Received W-2 with Box 12a and 12b filled out. Since the Box 1 is blank, Turbo Tax tells me I cannot file electronically. How do I file elect?

by on Latest post on by

1 Reply 1084 Views

1 Reply

1084 Views

where to enter SEP IRA contribution in TurbboTax 2024

by on Latest post on by

3 Replies 2238 Views

3 Replies

2238 Views

Disabled recievingbenigits.I worked periodic jobs to survive,and didn't claim ,Had planned to using 1099 Can I still get economic relief from 2021.

by on Latest post on by

3 Replies 617 Views

3 Replies

617 Views

I paid someone and gave them a 1099 NCE. Where do i show that on my end?

by on Latest post on by

1 Reply 227 Views

1 Reply

227 Views

The interview format failed to recognize that the1099 R for a Texas government pension is exempt from Massachusetts income tax. Did I miss something?

by on Latest post on by

1 Reply 1199 Views

1 Reply

1199 Views

I want to take advantage of turbo tax free filing as our only income is Social Security. Do we even need to file a return?

by on Latest post on by

2 Replies 990 Views

2 Replies

990 Views

I'm on social security and made a few dollars from home how d o I file that it's under $300.00 and I have no 1099 so how do I file that?

by on Latest post on by

1 Reply 367 Views

1 Reply

367 Views

Is Inheritance taxable? Are Gifts Taxable (to the recipient)

by on Latest post on by

51 Replies 9887 Views

51 Replies

9887 Views

1099-B data entered but does not show up the income screen. Why not?

by on Latest post on by

1 Reply 200 Views

1 Reply

200 Views

Can I import a corrected consolidated 1099? 1099-B is the only corrected section. I have already imported the original form and I don't want to double up on the entries.

by on Latest post on by

7 Replies 2962 Views

7 Replies

2962 Views

Where in TurboTax Premier do I enter foreign tax credit for taxes paid on a Canadian source lump-sum distribution from the pension plan RRIF?

by on Latest post on by

4 Replies 1699 Views

4 Replies

1699 Views

unable to complete turbo tax due to NO payer id for social security

by on Latest post on by

1 Reply 420 Views

1 Reply

420 Views

Michigan taxes my pension at 50% I was born in 53? I now see MI Schd 1 line 26, 24C & 24D are blank. Taxed at the full rate! Anyone else experience this? How to fix?

by on Latest post on by

1 Reply 363 Views

1 Reply

363 Views

My daughter received a 1099-NEC form with total amount $2000, does she need to file a tax?

by on Latest post on by

2 Replies 605 Views

2 Replies

605 Views

How do I return to the page on my desktop 2024 TurboTax where I can enter my IRA RMD? I can't get back to the darned page!

by on Latest post on by

1 Reply 402 Views

1 Reply

402 Views

What distribution do I select for NYSLRS in Turbo Tax Home and Business?

by on Latest post on by

1 Reply 744 Views

1 Reply

744 Views

How to correct the error that even though the entries are correct, but Tubotax deluxe takes the taxable income from Box 1 and not from Box 2a?

by on Latest post on by

4 Replies 564 Views

4 Replies

564 Views

lump sum social security tax payment

by on Latest post on by

1 Reply 442 Views

1 Reply

442 Views

TurboTax desktop is not calculating correctly if I indicate I made my 2024 IRA contribution after Jan 1, 2025 (which I did). I I leave that blank it calculates correct

by on Latest post on by

1 Reply 1042 Views

1 Reply

1042 Views

How can I fix TT not calculating phased in reduction on 8995-A even though my taxable income is within the range?

by on Latest post on by

1 Reply 419 Views

1 Reply

419 Views

How do I claim my Social Security Income - I received a 1099 from the government.

by on Latest post on by

2 Replies 886 Views

2 Replies

886 Views

Why does my Turbo Tax Effective Tax Rate not equal Total Tax income divided by Taxable income?

by on Latest post on by

2 Replies 375 Views

2 Replies

375 Views

The social security income form did not come up when I was inputting all my income. “SS” in the search engine pops up the Railroad form. Where is the SS form? Thank U.

by on Latest post on by

3 Replies 517 Views

3 Replies

517 Views

What box do I check if I receive income with 1099's?

by on Latest post on by

1 Reply 283 Views

1 Reply

283 Views

how to enter income if no 1099-K provided?

by on Latest post on by

1 Reply 488 Views

1 Reply

488 Views

Where and how do I enter that my NYS pension is exempt from state tax?

by on Latest post on by

1 Reply 578 Views

1 Reply

578 Views

As executor do I have to file 1099's to the beneficiaries for distributions they received from the estate?

by on Latest post on by

6 Replies 9295 Views

6 Replies

9295 Views

OUR DAUGHTER SUDDENLY RECENTLY BECAME DISABLED. HER INCOME IN 2024 WAS GOOD. NOW ITS ZERO. SHE CANNOT PAY ANY OF THE TAX DUE IN APRIL. SHOULD SHE USE 433-A?

by on Latest post on by

1 Reply 1139 Views

1 Reply

1139 Views

How do you enter solo 401k participation in order to qualify for $500 auto enrollment tax credit?

by on Latest post on by

1 Reply 500 Views

1 Reply

500 Views

I am using TurboTax Premier on my desktop. Where to I enter information from my 1099-LTC

by on Latest post on by

1 Reply 563 Views

1 Reply

563 Views

How can I delete a section on 1099-B that I completed incorrectly?

by on Latest post on by

5 Replies 602 Views

5 Replies

602 Views

I received a 1099 for an account tied to my now deceased parent whose SSN was listed on the 1099 instead of the Estate EIN. How do I account for 1099 on both returns?

by on Latest post on by

2 Replies 1276 Views

2 Replies

1276 Views

You didn't ask for my review, but I found working with how you set up reporting RMD's not very efficient. Also it was difficult to work around Schedule E.

by on

0 Replies 487 Views

0 Replies

487 Views

how do I edit the name on a 1099-R in TurboTax?

by on Latest post on by

1 Reply 327 Views

1 Reply

327 Views

Unable to DL 2032 1099?

by on Latest post on by

1 Reply 125 Views

1 Reply

125 Views

Turbotax prepares Form 8960 but does not exclude income from 401(a) pensions

by on Latest post on by

4 Replies 981 Views

4 Replies

981 Views

My 2024 Turbotax has $240,625 in two 1099-R (IRA distributions) and has an RMD of $236,438 BUT IT'S SAYING I'M SHORT $232,251 WITH A PENALTY OF $23,225. What to do?

by on Latest post on by

3 Replies 834 Views

3 Replies

834 Views

Where should I enter the state tax penalty amount in TurboTax?

by on Latest post on by

4 Replies 1984 Views

4 Replies

1984 Views

I have a canadian rrif and I got an nr4 form. I entered this in turbotax, but I don't see how to enter the tax credit (they take out 15% at source)

by on Latest post on by

1 Reply 1102 Views

1 Reply

1102 Views

I found a bug with form 8606, I could not change it manually, but turbotax link it with form 1099, which does not have a complete information for form 8606.

by on Latest post on by

10 Replies 1657 Views

10 Replies

1657 Views

How do i get my 1099

by on Latest post on by

1 Reply 139 Views

1 Reply

139 Views

What to do when you just realized you over contribute for your 2023 ROTH IRA?

by on Latest post on by

5 Replies 2706 Views

5 Replies

2706 Views

Turbo Tax asks for "LTC number of days" and "costs of qualified LTC services". The 1099-LTC form does not show this information. Box 3 and box 4is checked. what to do?

by on Latest post on by

1 Reply 1309 Views

1 Reply

1309 Views

The RMD was paid by one financial institution rather than the institution holding the IRA, which as a result didn’t issue a 1099. How do I report the RMD?

by on Latest post on by

1 Reply 893 Views

1 Reply

893 Views

Last year, I had submitted my tax forms to my usual CPA; I needed to use an insolvency worksheet. He had filed an extension, then he retired. Can turbo tax help me?

by on Latest post on by

1 Reply 2403 Views

1 Reply

2403 Views

I already filed my 2024 return. I just received a retroactive lump sum due to the Social Security Fairness Act. How do I handle this and can Turbo Tax help?

by on Latest post on by

4 Replies 2627 Views

4 Replies

2627 Views

Can you e-file a PA state return if copies of 1099R forms are requested? Can they be attached with the state return before e-filing?

by on Latest post on by

1 Reply 1300 Views

1 Reply

1300 Views

I am now a US citizen and retired here. I worked in Canada and have an RRSP that I took a withdrawal from - WHERE do I report this as income? Do I create a "fake" 1099-R?

by on Latest post on by

7 Replies 3188 Views

7 Replies

3188 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Online