Retirement Tax Tips and Answers | TurboTax® Support

should IRA show up in line 4a and not in line 5a or 1040-SR?

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How do I answer the "minimum retirement age" question if I am a retired police officer on disability since 2007 and am now 58 yrs old?

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Turbo Tax Desktop does not allow me to enter 1099-R manually?

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Where do I enter Opm csa form 1099-r

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I am retired and use an estimated tax for each quarter to pay my annual Virginia income taxes. Where do I enter those tax payments on the TurboTax forms? Thanks

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I voluntarily have the highest percentage of taxes taken out of my Social Security check why am I not getting it all back if there is no tax on SS?

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Why is Turbo Tax asking for a total of non-taxable income from Federal Employment?

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Why do I have a screen asking what type of retirement plan my spouse has? He passed away in 2024. I can't get passed this screen.

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When I put the amount in for line 11, it does not go through

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1040 5a filled in rather than 4a for direct rollover 401k to an IRA? Also had an RMD, shows on 4b with 4a blank. How to fix? Thanks

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I am Trying to file taxes but my 1099-INT is requiring me to put in the Box 15 State when I live in and are filing in Texas which isn't even an option what can I do?

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My pension and annuity distributions is $86,980 but TurboTax reduced it to $39,684. All of it should be taxable. Why was it reduced?

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How do I claim Pre-Payment to IRS on Roth Conversion using turbo tax

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where is my list of investment for 1099-B?

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I am trying to enter information for a backdoor Roth contribution. Searched help section but not helpful. Specifically, this setp "Step 2: Enter the conversion from a .."

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I received two separate 1099-SA's this year but the system will not allow me to enter both. What do I need to do?

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Is the "Income Tax Adjustment" on my state filing asking for the box 17 amount from my W-2?

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When will the update for QTP to Roth IRA conversions be available? You say to wait and check back. How long am I supposed to wait?

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I am self-employed. Eligible to contribute to my IRA and SEP. My wife is retired and can also contribute to her IRA.TurboTax will not let me contribute to wifes IRA. Why?

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Question about Traditional and Roth IRA Contributions under Deductions and Credits

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How do I fill out the form for the Double-taxed income. I don't know which boxes to obtain the amounts

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where to enter roth to ira conversion?

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How do I get turbotax to accept the name of the payer payer of my retirement payments?

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What do I put in Box 16 state distribution, Form 1099R, when there is no box 16 on Form 1099R statement

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What were your Roth IRA contributions prior to 2025?

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7 Replies 1409 Views

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wrong distribution code used on my 1099-R. 4 not 7. What to do?

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2 Replies 89 Views

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which one to use for contributions box 12 has an a,b,c,d line, which do i use

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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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Did anyone else receive 2 RMD payments in 2025 and how did you fill out the RMD due on December 31, 2025?

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What type of retirement plan does the Teacher's Retirement System of Louisiana use?

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My retirement income that I documented covered under the Bailey Act did not transfer as covered to my NC return. I had to pull up the state tax form & change it.

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I contributed 299.28 / year for yeara toward my pension and GE says that amount is non taxable. TTX now says it is taxable just this year, but never before. What gives?

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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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How do I know if my retirement account is subject to a RMD

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

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I have a solo 401k. In 2025 I made contributions of $23,500 (e'ee), a catch up of $7,500 & $46,500 (e'er profit sharing). TurboTax only allows $72,270, which is wrong.

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I gave $9,100 from my IRA to Charity. How do I enter this?

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How do I show that I'm withdrawing from Roth IRA early but only withdrawing contributions (not earnings) - therefore not taxable?

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keeps asking for canadian pension info don't have any

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Completing questions for lump sum Social Security for prior year it asks you twice at the end prior years filing status, Answering Joint each time you get an error.

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box 3 on my SSA-1099 has a notation "includes $1998.70 paid in 2025 for 2024. Do I subtract that from the total?

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Why does1040 showing a penalty for underpayment when I entered estimated tax payments, taxes withheld from my pension, taxes withheld from Social Security, &W2?

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I am filing mu ssa-1099 I don't have a ein number. I am trying my ss number or all 0's but it won't take it what do i do

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I took a distribution from my IRA at the end of 2025. I am paying it back within 60 days which means it is non-taxable. Where do I adjust my income on my 2025 return?

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I am trying to submit my tax return, but my spouse’s last name is longer than 20 characters, while TurboTax only allows 20 characters in the last name field.

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

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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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12 Replies 547 Views

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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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Where do I enter 1099-R on my return?

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I am trying to put numbers in for my 1099R but it won't let me. Why?

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Why is Turbo Tax using an incorrect number for my RMD?

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1 Reply 42 Views

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is 2024 NY 1099-G refund amount taxable for 2025 or not taxable

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How/where do you document total RMD on 1040 when entire amount was taken from one of several accounts, and nothing was taken from the other accounts?

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

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If I pay the 6% penalty on my excess contribution to my IRAs this year and decrease my contributions so they are less than 7k next year, will I be in the clear?

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Do I include all my IRA contributions from the opening of my account when it asks "What were your total ROTH IRA contributions before 2025?

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Would my ability to get the senior bonus deduction be affected by doing a IRA rollover even though I didn't take any money out of my 401K? It isn't getting applied.

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I have a 1099-R that has a gross distribution of $.17. Turbo Tax won't let be proceed. What should I do?

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Can I edit the 1099-c worksheet

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1 Reply 37 Views

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Can not add the 1099-R's?

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2 Replies 50 Views

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When will Turbotax update their State of Wisconsin tax software in include the new (2025 tax year) and expanded retirement income exclusion for seniors?

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I took the require RMD but Turbo Tax has a tax on excess accumulations in retirement accounts what is this?

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Why won't turbo allow me to box 15state drop down arrow to put name of state

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2 Replies 41 Views

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Where do I enter Withholding Tax from a 1099R?

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2 Replies 128 Views

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128 Views

It appears that the online turbo tax is not calculating the social security taxable amount correctly for married filing jointly. How can I correct this?

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9 Replies 1778 Views

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Anyone use Ninjatrader for future contracts. The 1099-B only lists total p/l. Any guidance on best way to move forward?

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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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We have sold our home and moved to a retirement community in Virginia. Do I need to claim this move?

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

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ill out 1099-B automatically

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where do I enter ira contribution

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1 Reply 108 Views

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

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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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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 748 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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9 Replies 1488 Views

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

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1 Reply 226 Views

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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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1 Reply 217 Views

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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 251 Views

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how do i get tax breaks for my roth ira contributions

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1 Reply 128 Views

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128 Views

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

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1 Reply 199 Views

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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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2 Replies 154 Views

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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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1 Reply 999 Views

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999 Views

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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2 Replies 282 Views

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282 Views

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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2 Replies 129 Views

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

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3 Replies 583 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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1 Reply 90 Views

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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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1 Reply 340 Views

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340 Views

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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1 Reply 164 Views

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164 Views

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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1 Reply 322 Views

1 Reply

322 Views

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

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2 Replies 148 Views

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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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1 Reply 118 Views

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118 Views

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

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1 Reply 180 Views

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180 Views

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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1 Reply 310 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 379 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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1 Reply 300 Views

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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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3 Replies 172 Views

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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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1 Reply 189 Views

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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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1 Reply 38 Views

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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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1 Reply 134 Views

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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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1 Reply 33 Views

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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 222 Views

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What is an annuity start date?

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1 Reply 43 Views

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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 260 Views

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260 Views

How do I showvthat i did not take the required RMD

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1 Reply 33 Views

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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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1 Reply 65 Views

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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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1 Reply 39 Views

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REGULAR RETIREMENT INCOME DOES NOT REQUIRE ANY RMD ?

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1 Reply 131 Views

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131 Views

rmd penalty for not taking enough out.

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1 Reply 30 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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1 Reply 76 Views

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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 189 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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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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3 Replies 167 Views

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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 3565 Views

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3565 Views

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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1 Reply 137 Views

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137 Views

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 101 Views

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101 Views

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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1 Reply 216 Views

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216 Views

How do I add an additional SSA 1099?

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1 Reply 31 Views

1 Reply

31 Views

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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1 Reply 112 Views

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112 Views

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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0 Replies 137 Views

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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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2 Replies 220 Views

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

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1 Reply 83 Views

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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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2 Replies 249 Views

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

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1 Reply 161 Views

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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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1 Reply 33 Views

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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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2 Replies 380 Views

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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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1 Reply 129 Views

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

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1 Reply 128 Views

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128 Views

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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1 Reply 153 Views

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153 Views

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

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1 Reply 343 Views

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343 Views

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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3 Replies 182 Views

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Why is TT routing me to a Canadian Pension screen?

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8 Replies 816 Views

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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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1 Reply 355 Views

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

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1 Reply 50 Views

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50 Views

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

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1 Reply 81 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 64 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 91 Views

1 Reply

91 Views

Why are apps following my past?

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1 Reply 75 Views

1 Reply

75 Views

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 714 Views

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714 Views

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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9 Replies 312 Views

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312 Views

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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1 Reply 250 Views

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250 Views