Retirement Tax Tips and Answers | TurboTax® Support

Merrill Lynch.force closed my IRA account. withholding 10% for taxes. I deposited the balance into another IRA account within 60 days. What options are available to me?

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4 Replies 6854 Views

4 Replies

6854 Views

What should I put down on my W-4 to maximize the deductions taken out every pay check?

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5 Replies 9119 Views

5 Replies

9119 Views

For some reason, my New York State teacher retirement income is NYS taxable in Turbotax. How so I fix this

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7 Replies 6268 Views

7 Replies

6268 Views

Does income from exercised non statutory stock options reported on W2 count as earned income so I can contribute to my IRA? I'm retired & not contributing to a 401K plan.

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19 Replies 11822 Views

19 Replies

11822 Views

How can I bypass error checking on a dummy payer TIN on Form 4852/1099-R. I have entered 9 x 9s. This is to enter UK pension income. Successful in 2017, but not now.

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10 Replies 3175 Views

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3175 Views

How should I enter a 1099-R for a non-qualified (non -retirement) annuity?

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21 Replies 11522 Views

21 Replies

11522 Views

TurboTax Penalizing my IRA to Roth IRA conversion. Why?

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19 Replies 12470 Views

19 Replies

12470 Views

How do I report in Turbo Tax that I took RMDs from one retirement account to cover all retirement accounts?

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9 Replies 9849 Views

9 Replies

9849 Views

I get a UK pension. I am now a US citizen. Can I deduct the contributions I paid into this pension from this income and can I deduct the contributions my employer paid

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34 Replies 26697 Views

34 Replies

26697 Views

Is my military retirement pension taxable if I am a 100% disable veteran?

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19 Replies 30186 Views

19 Replies

30186 Views

Can I exclude dividends from state taxable income from investments in direct US government obligations within an IRA?

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11 Replies 4489 Views

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4489 Views

How do I account for taxable SS disability income that I had to repay to a third party (reimburse a private insurance company that paid non-taxable benefits)?

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11 Replies 11342 Views

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11342 Views

Lemon law settlement taxable?

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58 Replies 26103 Views

58 Replies

26103 Views

On form 1099-R box 2a is blank and 2b is checked. If I calculated the taxable amount using the simplified method, where do I enter that amount?

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23 Replies 15997 Views

23 Replies

15997 Views

Does turbotax automatically deduct ammortized bond premiums that are listed on Form 1099 from brokerage firms, lines 11 and 12?

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3 Replies 2970 Views

3 Replies

2970 Views

I want to download my 1099-R from TIAA - not TIAA Brokerage. I cannot do this with 2016 Premier - why not?

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10 Replies 7757 Views

10 Replies

7757 Views

Am working on my Maine state tax return, trying to determine my pension income deduction. What constitutes eligible pension income?

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4 Replies 3860 Views

4 Replies

3860 Views

How to handle 1099-R with Distribution Code "R"?

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3 Replies 12319 Views

3 Replies

12319 Views

How do I file an IRA distribution without a 1099-R?

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13 Replies 6709 Views

13 Replies

6709 Views

Where to enter canadian NR4 form with income code 43 (box14)

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11 Replies 9669 Views

11 Replies

9669 Views

Where do I enter 1099-R for an annuity distribution ?

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15 Replies 13610 Views

15 Replies

13610 Views

If I have lost track of the basis for my Roth IRA. I have filed contributions and distributions. How do I correct or update this information in TurboTax or IRS?

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5 Replies 10178 Views

5 Replies

10178 Views

TurboTax asks info from form 5498 for the value of my traditional IRA

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13 Replies 11431 Views

13 Replies

11431 Views

Do TurboTax “Rounded” 1099-B input entries need to be manually “corrected” to be consistent with 1099-B reported to IRS?

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145 Replies 22318 Views

145 Replies

22318 Views

How do I enter minister's housing allowance, as a retired minister, when I do not receive a w-2 form?

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18 Replies 20970 Views

18 Replies

20970 Views

Why is TT showing my IRA to ROTH Conversion amount on line 5 of 1099-R Worksheet instead of line 4? The whole non-deductible amount went to the my ROTH, so...?

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7 Replies 2401 Views

7 Replies

2401 Views

Why is my military pension being used on roth ira max contributions for Married Joint, with W-2 totals of $163K but TurboTax with military puts me over the $199K max?

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19 Replies 9071 Views

19 Replies

9071 Views

TurboTax tells me "VA Deductions statement code 115-Amount; ABLEnow Contributions cannot be greater than $2,000 for people under age 70." Where is that written?

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3 Replies 2074 Views

3 Replies

2074 Views

Excess 401k contribution in 2017. But plan administrators don't let me withdraw!

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29 Replies 12695 Views

29 Replies

12695 Views

Where do I enter my TSP contributions as a deduction on my NJ STATE tax return? We have no TSP withdrawals, so there is no TSP income to report.

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3 Replies 3961 Views

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3961 Views

Does ms teachers retirement qualify for retirement savings contributions credit

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4 Replies 3030 Views

4 Replies

3030 Views

In the IRA section, TurboTax ask if you made and kept tract of any nondeductible contribution in prior years (This is not common).

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21 Replies 8465 Views

21 Replies

8465 Views

How do I attach an statement of election to treat debt as not secured by a qualified residence?

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3 Replies 6619 Views

3 Replies

6619 Views

Do i need to submit a 1099R with the PA form?

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3 Replies 7261 Views

3 Replies

7261 Views

For Georgia State tax, it is asking for IRA Distribution Previously taxed... and enter IRA Basis Adjustment for me and my wife. What are they looking for?

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11 Replies 9152 Views

11 Replies

9152 Views

Can your program distinguish social sec benefits not being taxed during 1st year when someone earns income first six months, not after they begin receiving benefits?

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10 Replies 3440 Views

10 Replies

3440 Views

How do I reduce the taxable portion from a 1099-R for housing allowance as a retired minister?

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11 Replies 7123 Views

11 Replies

7123 Views

On Form 1099-R, shouldn't the amount reported in Box 5 (Employee contributions/designated Roth contributions or insurance premiums) also be reported in Box 9b?

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5 Replies 7600 Views

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7600 Views

On my Illinois return, the pension income only includes a small annuity payment I receive each month. How do I list my SSA? It doesn't show up anywhere on the form.

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6 Replies 4787 Views

6 Replies

4787 Views

Excess 2016 and 2017 Roth IRA contributions. How to fix?

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36 Replies 8531 Views

36 Replies

8531 Views

What do I report for an LP in a Roth IRA?

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18 Replies 13015 Views

18 Replies

13015 Views

Which is the correct way to report excess 401k contributions in 2018 ?

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6 Replies 17200 Views

6 Replies

17200 Views

How can I tell if my pension plans are qualified plans?

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3 Replies 6270 Views

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6270 Views

On form 8606, lines1-5 and 13-15 are correct. Lines 6 -12 are blank. Want to know how to fix this.?

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7 Replies 3985 Views

7 Replies

3985 Views

When filing a Form 5329 to request a penalty waiver, should the penalty payment be made as part of the 5329 filing or as part of the 1040 extension filing in April ?

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27 Replies 17444 Views

27 Replies

17444 Views

I am reimbursed by my former employer for my Medicare Part B premiums that are deducted from my social security payment. Do I report this and if so where?

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10 Replies 20399 Views

10 Replies

20399 Views

What form for in-plan 401(k) Roth conversion "income"?

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27 Replies 17217 Views

27 Replies

17217 Views

Do I need to report 1099-LTC BENEFITS?

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18 Replies 36731 Views

18 Replies

36731 Views

TurboTax is estimating penalty for year end Roth conversion - its requiring estimated tax to be paid through out the year

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14 Replies 8011 Views

14 Replies

8011 Views

Turbo tax is forcing me to use schedule C for 1099-Misc income. It's a pension. How do I get around this? Do I have to manually edit the return? Last year's fix fails.

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10 Replies 11179 Views

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11179 Views

What is "basis" of retirement income on PA income tax return

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17 Replies 21847 Views

17 Replies

21847 Views

Final Social Security monthly payment received by estate. Two beneficiaries. Can I prepare K-1 so the payment retains its SS identity when reported on beneficiaries 1040?

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7 Replies 6045 Views

7 Replies

6045 Views

Turbo tax is not recognizing my pension income as non-taxable in the state of Pennsylvania. It's definitely not taxable. How can I fix this?

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3 Replies 2383 Views

3 Replies

2383 Views

Should prior year IRA distributions contribute to the year-end balance?

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17 Replies 4114 Views

17 Replies

4114 Views

I am a Retired Federal Employee. Do I check Qualified government employee or pension when asked Where This Distribution is From?

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2 Replies 2292 Views

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2292 Views

Paying tax on Required Minimum Distribution? E.g. distribution is $10,000 and I've paid tax on $12,000 w/ 8606. Can I choose to not pay tax by using part of the $12,000?

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22 Replies 9390 Views

22 Replies

9390 Views

Where do I enter a ira to roth conversion in turbotax. I know I have to pay taxes on the conversion so I want to do "what if" scenarios to see the tax consequences?

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11 Replies 10009 Views

11 Replies

10009 Views

What amount should I enter into Box 14 for 1099-R in TurboTax when their is nothing entered on my mailed copy? There are amounts listed in Boxes 1 and 2a.

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18 Replies 18102 Views

18 Replies

18102 Views

My 1099-R has Box 7 as 7 for the distribution code. I'm 63 yrs. old & collecting Social Security Disability benefits. Can I or should I change the distribution code to 3?

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4 Replies 4104 Views

4 Replies

4104 Views

Is a 401K distribution taxable in PA if over 59 1/2 but not yet retired?

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2 Replies 2691 Views

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2691 Views

How do I get TT to accept my K-1 box 16 drop down list choice?

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3 Replies 1820 Views

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1820 Views

Filing jointly where do I enter 401k catch up amounts?

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9 Replies 7564 Views

9 Replies

7564 Views

Is a nonqualified deferred compensation distribution a nonqualified 'pension' plan?

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9 Replies 6568 Views

9 Replies

6568 Views

How can I fill out w-4 for my social security income

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5 Replies 3377 Views

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3377 Views

Maryland military retirement pay income tax deduction maximum

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4 Replies 3231 Views

4 Replies

3231 Views

How to fix my previous year basis for traditional IRA?

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11 Replies 10498 Views

11 Replies

10498 Views

Excess 401K contribution not yet withdrawn

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3 Replies 2081 Views

3 Replies

2081 Views

What are the qualifications for a retirement tax break?

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3 Replies 2533 Views

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2533 Views

Is military annuitant pay reported on 1099-R form a qualified or non-qualified plan?

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8 Replies 9213 Views

8 Replies

9213 Views

Can you clarify if I am paying 10% early withdrawal penalty on my IRA twice - once withheld by Fidelity at source when drawing and again, as Federal taxes?

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7 Replies 3293 Views

7 Replies

3293 Views

Should I enter a Canadian NR4 with income code 39 as 1099-R or SSA-1099.

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27 Replies 14382 Views

27 Replies

14382 Views

I moved from NY to NJ half way through the year but still work in NY. What do I list as my permanent home address on my NY return? Entering a NY addr drops my refund $2k.

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3 Replies 3154 Views

3 Replies

3154 Views

Where do I enter 403(b) rollover to traditional IRA; options in "1099-R Entries" are to Roth 401k, 403b, IRA only, not Traditional IRA

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18 Replies 8684 Views

18 Replies

8684 Views

How do I submit a 1099-R for 2018 401k excess contribution? Should I select code 8 instead of code P in box 7? If so, turbotax instructions are incorrect (step 4).

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29 Replies 8065 Views

29 Replies

8065 Views

What is 1099-R Box 9a Your Percentage of Total Distribution?

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5 Replies 13789 Views

5 Replies

13789 Views

How do I report an excess contribution made to my Roth account in 2016 on my 2016 taxes? The excess and earnings were removed in Feb 2017.

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14 Replies 9529 Views

14 Replies

9529 Views

Do I need to report the Fair Market Value of my IRA on my 2016 income tax return?

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14 Replies 22476 Views

14 Replies

22476 Views

Should full roth conversion box be checked on 1099-R if I did a backdoor Roth?

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5 Replies 3209 Views

5 Replies

3209 Views

How to fix TurboTax error message on K-1 line 16B? The transactions are shown as VARIOUS. The previous answer was no help.

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16 Replies 7370 Views

16 Replies

7370 Views

Roth IRA conversion

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11 Replies 8024 Views

11 Replies

8024 Views

Required Minimum Distribution Reporting

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10 Replies 15078 Views

10 Replies

15078 Views

I don't understand the TurboTax checkbox for an IRA 1099-R distribution being 'all' or 'part' of the RMD. How do I decide which to check?

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3 Replies 2277 Views

3 Replies

2277 Views

How do I report a nominee on a 1099-R form from cashing out an insurance policy? The insurance co reported the entire taxable amount under my social

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29 Replies 18337 Views

29 Replies

18337 Views

If a defined benefit pension was taken as a lump sum and that lump sum was rolled into a IRA, are the distributions from that IRA taxable in Alabama state income tax?

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7 Replies 6172 Views

7 Replies

6172 Views

What if the dates for acquiring a stock on my 1099 are wrong but they have Box B identified? Do I put the date change on my tax form even if it differs from my 1099?

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3 Replies 4766 Views

3 Replies

4766 Views

Does Turbo calculate annuity taxable payments using the general rule? Where if so is info entered?

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2 Replies 2388 Views

2 Replies

2388 Views

Form 5329, line 2 code 12

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4 Replies 5124 Views

4 Replies

5124 Views

Public Safety Officer's widow's health insurance premiums?

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5 Replies 3469 Views

5 Replies

3469 Views

I received money from U.S Victims of State Sponsored Terrorism Fund. 25% went to attorney fees and I received the balance. Is this money taxable?

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12 Replies 15944 Views

12 Replies

15944 Views

How to enter form 1042-S, income code 27, gross income, chapter 3, 3a exemption 00, 4a exemption 15. with tax withheld, and tax credit amount (US Citizen)?

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3 Replies 3757 Views

3 Replies

3757 Views

I lost my IRA funds due to a ponzi scheme in 2015, How do I record this?

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7 Replies 6625 Views

7 Replies

6625 Views

To maximize my solo 401K contribution, I get a box saying that only part of it is deductible. Not sure if I should use the max amount or the full deductible amount?

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8 Replies 4124 Views

8 Replies

4124 Views

My 401k plan administrator issued a refund for (most of) the excess contributions I made last year. Where do I enter the federal tax withholding they took out?

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8 Replies 4134 Views

8 Replies

4134 Views

Where do I enter legal expenses relating to employment on Turbo Tax?

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5 Replies 3652 Views

5 Replies

3652 Views

How do I flag NYS employee tax exempt retirement distributions as NYS tax exempt on my 1099R?

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3 Replies 3403 Views

3 Replies

3403 Views

How do I enter SSA 1099 disability income?

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8 Replies 10996 Views

8 Replies

10996 Views

Can i deduct Charity contributions 100% deductible from state return?

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5 Replies 2831 Views

5 Replies

2831 Views

I repaid SS benefit 9/16 ;received SSA-1099 to find that Box 4 does not have my repay amt. How shud I report benefit? Will SSA update its record n new SSA-1099 be sent?

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9 Replies 8620 Views

9 Replies

8620 Views

Does the School Employees Retirement System (SERS) qualify for the Retirement Savings Contribution Credit?

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3 Replies 3704 Views

3 Replies

3704 Views

How To Report Backdoor Roth In TurboTax using a version installed on my computer?

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13 Replies 26401 Views

13 Replies

26401 Views

Questions Regarding Treatment of Spousal IRA in TurboTax

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5 Replies 3692 Views

5 Replies

3692 Views

1099R from inherited Roth BDA

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2 Replies 2421 Views

2 Replies

2421 Views

Converted $99,000 IRA to Roth 2018. Withheld $21,250 taxes. Form 8606, line16, which amount goes here? $99,000 gross or net that became Roth of $77,750?

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5 Replies 2191 Views

5 Replies

2191 Views

Can I give a large gift from my pre-tax 401K to a charitable organization tax free? Should I transfer the funds to an IRA ? Should I gift some of the funds to my wife?

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3 Replies 2810 Views

3 Replies

2810 Views

Maryland excludes up to 29000 of pension income from state taxes. How do I identify pension income that may be excluded from MD income tax?

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5 Replies 3766 Views

5 Replies

3766 Views

Do I need to attach the SSA-1099 in with my federal tax return?

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2 Replies 7478 Views

2 Replies

7478 Views

I have a 1099-DIV that has an amount in line 2a. There is nothing in 2b 2c or 2 d. 2a ia identified as Total Capital Gains distributions. What is that amount?

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3 Replies 6767 Views

3 Replies

6767 Views

Does income from nonqualified annuity get taxed bu pennsylvania?

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4 Replies 8762 Views

4 Replies

8762 Views

RMD from Pension does that cover RMD from IRA?

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3 Replies 3509 Views

3 Replies

3509 Views

In Massachusetts tax forms, Is Roth IRA qualified withdrawals included in your taxable income ? Is IRA to Roth IRA conversion taxed in Massachusetts ?

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5 Replies 5028 Views

5 Replies

5028 Views

Married Filing Jointly, 401k to IRA rollover was carried over to NJ State return as separate income for each spouse (thus doubling the amount), and shows as taxable.

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7 Replies 3288 Views

7 Replies

3288 Views

Do I have still have to pay GA income tax on my retirement income once I became a Florida resident? Does the Pension source Tax Act of 1996 apply?

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3 Replies 3376 Views

3 Replies

3376 Views

I have a traditional pension plan from which I receive a fixed monthly amount. How do I answer the RMD question? There is nothing designated as RMD on the Form 1099-R.

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4 Replies 3551 Views

4 Replies

3551 Views

Roth ira excess contribution removal by tax file deadline but in a different year -- how to report gains without 1099R?

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12 Replies 9369 Views

12 Replies

9369 Views

My wife is a German citzen and receives a small German pension. Must I enter her retirement income and where and how do I enter it into our joint filing.

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3 Replies 2268 Views

3 Replies

2268 Views

When recharacterizing from a Roth to Traditional IRA and then converting back to Roth (back door Roth), how do I capture this in TurboTax?

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4 Replies 4139 Views

4 Replies

4139 Views

Am I considered "covered by a retirement plan at work" when I am already retired and drawing from a pension plan?

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4 Replies 2928 Views

4 Replies

2928 Views

Excess 401k contribution.

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3 Replies 2203 Views

3 Replies

2203 Views

Is severance pay on W2 considered as retirement plan for tax purposes

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5 Replies 5660 Views

5 Replies

5660 Views

How to report recharacterization of Roth IRA with a little gain (hence excess contribution) to traditional IRA and conversion back to Roth IRA?

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11 Replies 5952 Views

11 Replies

5952 Views

How do I update 2016 IRA Information Worksheet for a 401K rollover to an IRA that occurred in 2015? It was under $4,000, and reported on form 5498.

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2 Replies 2581 Views

2 Replies

2581 Views

I received a distribution from my 401h account held by my former employer. Will i receive a 1099 from my former employer

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2 Replies 2007 Views

2 Replies

2007 Views

RMD from deceased spouse's IRA shows as non taxable, as surviving spouse elected to treat it as her own. Is this accurate?

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2 Replies 2030 Views

2 Replies

2030 Views

1099R, box 7 = code 4D. TT asks how old this person would have been. Is it asking YOB for 1099R recipient or YOB for person who died and left the annuity for recipient?

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2 Replies 2256 Views

2 Replies

2256 Views

HSA Contributions for 2019

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17 Replies 6907 Views

17 Replies

6907 Views

Why did my refund amount drop when I entered my 1099-R if it said I didn't owe more tax on the retirement income?

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3 Replies 7187 Views

3 Replies

7187 Views

Backdoor roth issue

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9 Replies 4042 Views

9 Replies

4042 Views

Retiring soon

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1 Reply 610 Views

1 Reply

610 Views

Contributing to a traditional IRA in 2020 for credit in 2019.

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7 Replies 3782 Views

7 Replies

3782 Views

Roth IRA Distribution After Age 59 1/2

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2 Replies 1935 Views

2 Replies

1935 Views

TT will not allow e-file. Doesn't like zero federal and state of CA wages of zero. We are retired and have no W-2 forms. How do we proceed?

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3 Replies 2381 Views

3 Replies

2381 Views

Transfer from Keogh plan to Roth

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4 Replies 3986 Views

4 Replies

3986 Views

My spouse has W2, my work allows me to select 1099 or W-2 in medical field. Does filing jointly help reduce 1099's SS and medicare tax? Or I still need to pay full 15.3%

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7 Replies 7972 Views

7 Replies

7972 Views

Where do i enter traditional ira to roth ira conversion

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3 Replies 3609 Views

3 Replies

3609 Views

2019 Turbotax and IRA contribution

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2 Replies 1461 Views

2 Replies

1461 Views

Can the entire RMD for personal IRA and inherited IRA come from 1 of the accounts?

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12 Replies 5696 Views

12 Replies

5696 Views

Are non-residents of California with retirement income from the State through Cal-Pers with no California Income tax due required to file a California return?

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3 Replies 8555 Views

3 Replies

8555 Views

What is difference between non-deductible "Traditional IRA" and an "401K IRA Rollover", in the sense that that my 401K IRA was pre-tax and Traditional IRA was post tax?

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6 Replies 6959 Views

6 Replies

6959 Views

I inherited $30,000 from my mother's Ira. How much tax do I owe.

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2 Replies 5263 Views

2 Replies

5263 Views

Why will TT not count K1 income of an active partner toward ira contribution?

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4 Replies 4443 Views

4 Replies

4443 Views

Our income is not evenly distributed throughout the year. Where do I find the section that allows me to key in our distribution?

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6 Replies 4528 Views

6 Replies

4528 Views

1099R, box 7 = code 4D. TT asks how old this person would have been. Is it asking YOB for 1099R recipient or YOB for person who died and left the annuity for recipient?

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1 Reply 992 Views

1 Reply

992 Views

Is my inherited IRA exempt of the 10% penalty?

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4 Replies 3340 Views

4 Replies

3340 Views

Over contributed to our child's Roth IRA last year and just realized it. How do we correct our mistake?

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1 Reply 1454 Views

1 Reply

1454 Views

Can I take the $6500 deduction for a traditional IRA contribution if no money was added to my SEP IRA during the year?

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5 Replies 3193 Views

5 Replies

3193 Views

How can I enter summary data for about 100 transactions on 1099-B to be followed by mailing the form 8949 since I can't enter Various for Date Sold?

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1 Reply 8032 Views

1 Reply

8032 Views

The IRS questioned the deduction the software took on my Social Security for 2017. why?

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3 Replies 1925 Views

3 Replies

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Which Period End Dates should be used for a filer with a Living Trust using the Annualized Income Installment Method (Filer with the Living Trust is still alive)?

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