Retirement Tax Tips and Answers | TurboTax® Support

where do I enter ira contribution

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I cannot enter the distribution amounts from my 1099-Q. There is an error that Box 1 must be the sum of Box 2 and Box 3 (which it is). Does anyone have a suggestion?

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I’m converting to Roth with some non-deductible contributions in 2025. Pro-rata rule should I use 12/31/24 balances or 12/31/25 ?

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Can I ignore the annuity questions for my 401a plan in the 1099-R section?

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how do I add my spouse"s SSA 1099 to the online form after mine was added?

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Working on the Iowa retirement income that is not reportable to Iowa doesn't populate the 1040 for Pensions or IRA Distributions any body else have this problem?

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I uploaded my 1099-DA and turbotax is asking for a checkbox on Form 8949 but I don't have a Form 8949, what do I do?

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My 2025 1099-Q form shows a $19000 distribution from my 529 account. How do I show on 1040 form that it was for a transfer directly into my granddaughter’s ABLE account?

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I am required to file a form 5039 because I failed to take an RMD from an inherited IRA. Can I do that through turbotax's platform? I don't see any option to complete.

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I received unemployment in 2025 and repaid it, but not until 2026. Do I enter that as 2025 benefits repaid?

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1099Q distribution states does not add up but it does?

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I'm asking 5 day early money transaction to be refunded.

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The "plan cost" information is not provided by my pension provider (the Wisconsin Retirement System). How do I answer the "Plan cost" question?

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When will you be able to down load Fidelity tax forms?

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Does anyone know how to fix an erroneous error for Canadian pension information? I do not have income from a Canadian source and did not enter a T4.

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11 Replies 690 Views

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Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an inaccurate taxable amount that does not match the CSA 1099R.

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Is there a problem with Online Deluxe properly handling Qualified Roth distributions as un-taxed?

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we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

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how do you add on form 5320T the explanation. When form on screen it will not save what I typed?

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My 1099-R has Box 1 with a gross distribution and a Box 2a with a taxable amount. Turbo tax only has 1 box to enter figure. Should't I use the taxable number?

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TT is asking me for a distribution code for HSA form 1099-sa. I did not receive any distributions. How do I proceed?

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2 Replies 180 Views

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how do i get tax breaks for my roth ira contributions

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How do i delete the additional medicare tax - form 8959 from my online return

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Last year I had a change in status to 'Retired'. I don't think I should owe a penalty for just $362 of underpayment?

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Married filing jointly, one spouse receives $20K for SSDI, total income together $60K. Do I enter $20K for disability benefits deduction on Ohio state tax return?

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The software is creating multiple 1099-B forms with 6 transactions on 1 and 23 on another. Also, 3 transaction that need to be on 1099-B are not included. Help!

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I'm trying to add multiple 1099-SA forms. Every time I try to add the second form, the details replace the first. I clearly see the [(+) Add] button on 1099-SA Summary

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Where is the $6,000 deduction for Seniors on Social Security?

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3 Replies 342 Views

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TurboTax is not deducting 100% of my Civil Service retirement benefits in lieu of social security even though I selected Civil Service retirement deduction for the 1099R?

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11 Replies 478 Views

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I need to enter a 1099-A form on my taxes where do i go when filing

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we closed our whole life ins policy that we opened 22 years ago. This was not through our work. Would that distribution amount be eligible for non taxable pensions?

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I cannot enter multiple 1099-SA forms from 1099-SA Summary page. When I do, the second entry overwrites the first entry. How do I enter multiple 1099-SA forms?

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I am trying to find the section to enter in a contribution to a SEP retirement plan. It is not coming up for me. How can I get there in the online version?

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How do I enter withdrawals from my retirement accounts by the quarter it was withdrawn?

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What can I do if state tax was withheld on a 1099-R form (box 14) but nothing is listed in box 16 (state distribution)? TT wants me to FIX IT.

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How do I do my 1099 and pay my federal and state taxes

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I have 2 savings accounts with a bank that sent 2 1099-INT forms. TurboTax recognizes only one of them. Do I enter total of box 1 on both forms in the Box 1 for Turbotax?

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keeps asking for canadian pension info don't have any

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13 Replies 630 Views

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why is Turbo Tax treating our 401k rollover to an IRA as income? because of this we don't qualify for the over 65 additional 12,000 deduction...

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3 Replies 269 Views

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What does “ Social Security and Medicare Tax On Tips Paid in 2025 for Tax Years 2024 and/or prior years.” mean?

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I am entering mine and my husband's 2025 Roth contribution and it decreases my refund. I'm not sure how or why this is happening.

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Uploading my 1099-DA turbotax turns it in to a 1099B. how can I correct this so its entered as correct form 1099-DA?

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How do I unlink the Line D link field in Form 1099-Q from a Qualified Education Expenses Worksheet? The "Review" keeps flagging this as an error. Thanks.

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where do i enter 1099 info

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What value goes in Annuity start date?

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I'm amending my 2024 returns because i over contributed to SEP IRA. I don't see the Form 5329 that computes my penalty when I view the amended returns.

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what should I do if my required annual distribution from IRA funds in hawaii came from my Hawaii state employees pension

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I have a 1099-R through DFAS that I need to add to yearly income. How can I do this?

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I had a rollover of an OLD Roth IRA from one institution to another. But Turbo Tax is telling me based on Box 7 (J) that I owe taxes on this rollover. It was never cashed

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What is an annuity start date?

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I had a rollover of an OLD Roth IRA from one institution to another. But Turbo Tax is telling me based on Box 7 (J) that I owe taxes on this rollover. It was never cashed

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1 Reply 93 Views

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How do I showvthat i did not take the required RMD

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I have a 1099-NEC form, they are asking for Schedule F but on the form it doesn't have it. What should I enter?

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On my 1099-G TurboTax made an error & says that box 2 of $7,438.60 plus box 3 of $11,030.70 does not equal my box 1 of $18,469.30. How do I get Intuit to fix this?

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REGULAR RETIREMENT INCOME DOES NOT REQUIRE ANY RMD ?

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rmd penalty for not taking enough out.

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1 Reply 22 Views

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I manually changed Box 1 of my brokerage 2025 Fm 1099-R, Box-1 from $550 to $12,550. Distributions made: (a) $550 to my bank, and $12,000 to a QTC. Why not the brokerage?

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I transferred an Annuity to another institution. I received a 1099R. Where do I show on TurboTax so it is not shown as taxable?

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1 Reply 126 Views

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How to enter excess contributions to Coverdell ESA on form 5329 using TurboTax 2025? "Additional Tax Payments" does not allow for this additional tax.

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should program show that IRA distribution was short by $445 when the total RMD was 256.56 and 68.19 was actually dispersed.

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I received a 1099 – R from my bank for interest earned but it does not have box 15 marked. No state is mentioned. But TurboTax won't let me file my return without it.

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I am trying to complete the final review of all my entered information and it is asking me to review the Canada Pension section. This does not apply to me and can't skip.

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34 Replies 3524 Views

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ill out 1099-B automatically

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I'm a retired Public Safety Officer in Ohio. Turbotax asked this question and I replied "YES" but it did not put a checkmark on form 1040 line 5c2. Wha should I do?

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How do I declare donations to biolife when they openly declare they don't send out 1099's but they submit them to the government?

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1 Reply 85 Views

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I can't find where to enter 529 contributions (deductible in my state). I did this in previous years easily. TT says it will prompt me but it's missing this year

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How do I add an additional SSA 1099?

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1 Reply 21 Views

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How do I include two 1099-R tax statement to file on my taxes . I already paid them upon withdraw 401k and the profit sharing from my job

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In completing my state return, the software says I didn't report any IRA income in 2024, which is absurd. It allows no edits. What's going on - how do I verify my data?

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Does any have a problem with Missouri state tax not calculating the Pension exclusion?

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I made a Colorado state tax payment in 2025 FOR the 2025 tax year (when I did a ROTH conversion). Where do I enter this amount?

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Please allow me to download from Boeing my tax information ie W-2 and 1099R

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During entry of my NY state 1099-R pension data, I'm asked for annuity information on the account. Is this an error?

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After age 70, can't you us permanent disability retirement benefits?

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How do you determine how much you can contribue to an IRA? Over 55 with income $114K

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Where can we enter 1099-G forms for MA PFML benefits? The TurboTax online software backs us out when trying to enter it.

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How does the calculation for military and civil service retirement on the State of Ohio tax form get computed?

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How do I indicate that my pension distribution falls within NYS pension exclusion?

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I have 1099-R distribution with federal and state tax withheld. Where does this get reported on my 1040-SR in Turbo Tax?

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Why am I being taxed on IRA distribution when I did not withdrawl?

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Turbotax is asking me a lot of questions about the previous years taxable portion of my TRS pension that it should already know from prior years. Help!!

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Why is TT routing me to a Canadian Pension screen?

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Divorce was completed in tax year 2024. I was awarded IRA distribution but it was not completed until tax year 2025. When i enter the 1099-r nowhere to designate

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How do I download Jan's SSA-1099 on line?

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when adjustment is made to add an additonal 1099? Please advise via email [PII Removed]

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1 Reply 73 Views

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Is an amount paid in 2025 for 2024 shown at the bottom of the Description of Amount in Box 3 a lump sum payment?

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1 Reply 51 Views

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on face of form 1040-SR there is a box to check if home was in U.S. more that half of 2025. Where can I get turbo tax to check this box?

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1 Reply 74 Views

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Why are apps following my past?

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1 Reply 63 Views

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Cannot include an explanation statement for form 5329. The Quickzoom launches a statement, but I am not allowed to type (get red font that disappears)

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5 Replies 692 Views

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Can I get help? TT won't let me enter 2 1099-SA- I enter one and then when I enter the other, it overwrites the first one. Is this a software problem?

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I need to fix my federal return it says on the 1099-Q "Line D link field shold not be linked to a Qualified Education . .. since the designated beneficiary is not someon

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Why won't Turbo Tax pick up my roth IRA conversion?

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I can't get the online version to prompt me about a missed RMD, and I can't add it under other tax situations. How do I get to form 5329?

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7 Replies 845 Views

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Under Wages and Income/Retirement Distributions (1099-R)/Where is your distribution from? - there is no Circle to select next to "New York State and City Education"

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7 Replies 691 Views

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how do you correct line 5b in 1040-SR if it does not reflect the correct amount from multiple 1099R's line 2a?

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2 Replies 153 Views

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No income just SS. 1099 SHOWS NOTHING TAKEN OUT

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1 Reply 132 Views

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Can't put 1099-R info in

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1 Reply 49 Views

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My son has a rare genetic disorder diagnosis. he's 8 years old. Does he qualify as disabled? or does he need to be receiving government benefits to qualify for something?

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1 Reply 322 Views

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My dad inherited my mom’s ira when she passed. The rmd was $5,200 and he withdrew an additional $12K. The software is not showing the $5,200 in total taxable inc. Why?

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1 Reply 293 Views

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Hello. I took out my retirement early. I was unable to make payments to cover the penalty over the year. I want to space payments out now. How do I do this?

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1 Reply 400 Views

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i have an inherited IRA. Do I enter the date the original owner opened it or the date it became mine?

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1 Reply 90 Views

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Why would my Federal taxes due go up after entering my Traditional IRA contributions? I thought those were non taxable till I draw for retirement?

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I was not eligible for SS in 2024. Received in SS widow pension due to SS Fairness Act

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1 Reply 105 Views

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Where do I check the box for EligibleForChildTaxCreditInd?

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Is it possible to enter multiple 1099-SAs for one person? I had two last year and it doesn't seem possible to enter more than one.

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1 Reply 71 Views

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Anyone know how to enter NY's inflation refund check? My 1099-G said it is for tax year 2025, but TurboTax will not let me enter that year.

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3 Replies 538 Views

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Am I eligible for a Pension Income Deduction on my Maine state return? I live in Maine, am retired, and am collecting a pension from my teaching career in CT.

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1 Reply 194 Views

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Turbo tax is showing that I contributed over the $31,000 maximum to my retirement account. It is adding my spouses contribution to mine. How do I correct it?

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1 Reply 296 Views

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What does it mean "tax on excess accumulations in retirement accounts"?

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1 Reply 82 Views

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Is the NYS 1099-R withholding box 14a validation check wrong?

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2 Replies 336 Views

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What is an annuity starting date?

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2 Replies 81 Views

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Both me/my spouse had a 2025 Form 1099-SA. I've entered mine in TurboTax, but when I hit the Add button to add my spouse's I am getting error message. Any suggestions?

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1 Reply 122 Views

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My Roth distribution is being taxed and it should not be. Distribution code T, Over 59 1/2 and roth was open for more than 5 years Plaase help?

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When asked "Did you contribute to a traditional IRA in 2025?", does this include contributions taken out of my pay check and deposited into my 401k?

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Each time I add the additional 1099-SA form it overwrites the last one and doesn't add the information. Anyone else experience this glitch?

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1 Reply 63 Views

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I took my entire RMD. Turbotax says I was 4,000 short Why?

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1 Reply 41 Views

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$125 tax on $255.62 Ira required disbursement?

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I need to add my 1099R where?

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1 Reply 67 Views

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Box 7 on 1099 code indicates I withdrew money from a retirement account, but I didn't withdraw any money from my retirement accounts.

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1 Reply 117 Views

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I accidently checked something that made my roth 1099r create a tax liability, where do i go to change that back?

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1 Reply 118 Views

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The TT software is adding the letter D to my box 7 on a 1099-R that is not there. THen I get an error that needs review. How do I keep it from doing that?

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1 Reply 85 Views

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How to change the broker name on the 1099?

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2 Replies 65 Views

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1099-R screen is not allowing me to enter my two 1099R forms? how do I enter and edit 1099R forms?

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1 Reply 91 Views

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Is a pension income taxable in ohio?

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2 Replies 78 Views

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box 6 on my 1099 nec state you cant list the same state twice

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1 Reply 28 Views

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I'm over 59 1/2 and withdrew $1800 from my Roth IRA. Why is it showing up as income?

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1 Reply 61 Views

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RMDs are being incorrectly assigned a penalty despite correct entries in box 7 indicating an exception?

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1 Reply 120 Views

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120 Views

If my financial advisor purchased investments on my behalf how do I answer "Did you buy every investment you listed on your 1099-B"?

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1 Reply 95 Views

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How do I know if I have a Plan 403B?

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1 Reply 30 Views

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My 1099-B needs to have an adjustment box. No box on line

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1 Reply 115 Views

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How can I find out if my Form 1099-B includes ESPP, RSU. RS, NQSQ or ISO?

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1 Reply 48 Views

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Receive monthly payment from OK State retirement pension, as a Correction Officer. Do not have RMD info Turbo tax is asking. What can I do?

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1 Reply 172 Views

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Colorado Earned Income Tax Credit Not a Specified Student Learn More A Qualified Homeless Youth Learn More A Qualified Former Foster Youth Learn More

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1 Reply 92 Views

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I am retired clergy and my pension and another account are applied to housing allowance. The Turbotax program makes it taxable when it is not. How can I fix this?

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1 Reply 232 Views

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how TurboTax will not let me edit my 1099-r?

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17 Replies 661 Views

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How do I enter a 1099R from the California State Teachers; Retirement System

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2 Replies 254 Views

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Does a 1099R from Arizona State Retirement System qualify as AZ residents state or local governament pension

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do I add form SSA-1099 ?

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1 Reply 30 Views

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Is 1099-G the same as 1099-SM?

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1 Reply 19 Views

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why does turbotax treat a defined benefit pension payment as an annuity payment. An annuity is not a pension payment.

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3 Replies 268 Views

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On entering 1099R information is the option of employer-sponsored pension plan Or qualified IRA mean both pension plan and qualified IRA have to be employer sponsored?

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1 Reply 98 Views

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When it asks if I bought every investment for the 1099-B what should the answer be when the account came from a UGMA which I have now taken over?

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1 Reply 116 Views

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How do I figure out my basis of retirement income?

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1 Reply 123 Views

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TurboTax did not have a way to enter box 1g (wash sale loss) from my 1099-B. This causes TurboTax to show a loss that I believe is not allowed. How do I fix this?

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There is $10 of income showing for a 1099 A or 1099 C on the return. I had neither. How do I remove the amount?

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1 Reply 131 Views

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Where and how to I input my retired Military Pay in Turbo Tax. The 1099R options make it look as though it is a 401 type or CRSR and both are not accurate.

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1 Reply 124 Views

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after entering all my info my taxable income was $42,000 and it says my blended tax rate was %0. How can I not owe taxes?

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1 Reply 81 Views

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I have form 5498 and it didn't ask for it?

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1 Reply 21 Views

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Manually calculated SALT is 14k, but TurboTax credits $40k. Is Turbo Tax rounding up to the limit instead of using the lesser of the calculated amount or the limit?

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1 Reply 361 Views

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I cannot enter Retirement income information. Pop-up says new laws have not been incorporated. It is now mid-February. Are there any updates that need to be downloaded?

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1 Reply 249 Views

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