Retirement Tax Tips and Answers | TurboTax® Support

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 5331 Views

7 Replies

5331 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 9791 Views

19 Replies

9791 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 2354 Views

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2354 Views

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

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21 Replies 10124 Views

21 Replies

10124 Views

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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3 Replies 5140 Views

3 Replies

5140 Views

TurboTax Penalizing my IRA to Roth IRA conversion. Why?

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19 Replies 10462 Views

19 Replies

10462 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 8159 Views

9 Replies

8159 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 25115 Views

34 Replies

25115 Views

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

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19 Replies 28061 Views

19 Replies

28061 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 3384 Views

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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 9561 Views

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9561 Views

Lemon law settlement taxable?

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58 Replies 24231 Views

58 Replies

24231 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 13733 Views

23 Replies

13733 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 2602 Views

3 Replies

2602 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 6577 Views

10 Replies

6577 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 3308 Views

4 Replies

3308 Views

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

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3 Replies 11006 Views

3 Replies

11006 Views

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

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13 Replies 5200 Views

13 Replies

5200 Views

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

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11 Replies 8603 Views

11 Replies

8603 Views

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

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15 Replies 11792 Views

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11792 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 8609 Views

5 Replies

8609 Views

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

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13 Replies 9613 Views

13 Replies

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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 19843 Views

145 Replies

19843 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 19012 Views

18 Replies

19012 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 1760 Views

7 Replies

1760 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 7648 Views

19 Replies

7648 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 1482 Views

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1482 Views

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

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29 Replies 11322 Views

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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 3389 Views

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3389 Views

Does ms teachers retirement qualify for retirement savings contributions credit

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4 Replies 2525 Views

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2525 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 6900 Views

21 Replies

6900 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 5556 Views

3 Replies

5556 Views

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

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3 Replies 6536 Views

3 Replies

6536 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 7804 Views

11 Replies

7804 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 2580 Views

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2580 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 5932 Views

11 Replies

5932 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 6679 Views

5 Replies

6679 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 4027 Views

6 Replies

4027 Views

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

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36 Replies 7306 Views

36 Replies

7306 Views

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

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18 Replies 11083 Views

18 Replies

11083 Views

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

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6 Replies 16449 Views

6 Replies

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

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3 Replies 5564 Views

3 Replies

5564 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 3348 Views

7 Replies

3348 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 15326 Views

27 Replies

15326 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 17068 Views

10 Replies

17068 Views

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

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27 Replies 15088 Views

27 Replies

15088 Views

Do I need to report 1099-LTC BENEFITS?

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18 Replies 33091 Views

18 Replies

33091 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 6474 Views

14 Replies

6474 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 9934 Views

10 Replies

9934 Views

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

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17 Replies 19653 Views

17 Replies

19653 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 4892 Views

7 Replies

4892 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 1988 Views

3 Replies

1988 Views

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

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17 Replies 3334 Views

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3334 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 1968 Views

2 Replies

1968 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 7789 Views

22 Replies

7789 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 8621 Views

11 Replies

8621 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 16395 Views

18 Replies

16395 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 3596 Views

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3596 Views

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

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2 Replies 1667 Views

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1667 Views

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

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3 Replies 1495 Views

3 Replies

1495 Views

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

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9 Replies 5988 Views

9 Replies

5988 Views

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

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9 Replies 5730 Views

9 Replies

5730 Views

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

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5 Replies 2647 Views

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2647 Views

Maryland military retirement pay income tax deduction maximum

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4 Replies 2790 Views

4 Replies

2790 Views

How to fix my previous year basis for traditional IRA?

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11 Replies 9345 Views

11 Replies

9345 Views

Excess 401K contribution not yet withdrawn

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3 Replies 1724 Views

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1724 Views

What are the qualifications for a retirement tax break?

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3 Replies 2086 Views

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2086 Views

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

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8 Replies 8197 Views

8 Replies

8197 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 2621 Views

7 Replies

2621 Views

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

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27 Replies 12846 Views

27 Replies

12846 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 2494 Views

3 Replies

2494 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 7401 Views

18 Replies

7401 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 6968 Views

29 Replies

6968 Views

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

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5 Replies 12487 Views

5 Replies

12487 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 8260 Views

14 Replies

8260 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 20696 Views

14 Replies

20696 Views

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

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5 Replies 2454 Views

5 Replies

2454 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 6387 Views

16 Replies

6387 Views

Roth IRA conversion

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11 Replies 6925 Views

11 Replies

6925 Views

Required Minimum Distribution Reporting

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10 Replies 13806 Views

10 Replies

13806 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 1919 Views

3 Replies

1919 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 15760 Views

29 Replies

15760 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 4937 Views

7 Replies

4937 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 4192 Views

3 Replies

4192 Views

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

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2 Replies 1986 Views

2 Replies

1986 Views

Form 5329, line 2 code 12

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4 Replies 4435 Views

4 Replies

4435 Views

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

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5 Replies 2882 Views

5 Replies

2882 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 14068 Views

12 Replies

14068 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 3130 Views

3 Replies

3130 Views

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

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7 Replies 5768 Views

7 Replies

5768 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 3529 Views

8 Replies

3529 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 3492 Views

8 Replies

3492 Views

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

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5 Replies 2927 Views

5 Replies

2927 Views

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

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3 Replies 2896 Views

3 Replies

2896 Views

How do I enter SSA 1099 disability income?

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8 Replies 10151 Views

8 Replies

10151 Views

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

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5 Replies 2015 Views

5 Replies

2015 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 7409 Views

9 Replies

7409 Views

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

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3 Replies 3126 Views

3 Replies

3126 Views

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

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13 Replies 24581 Views

13 Replies

24581 Views

Questions Regarding Treatment of Spousal IRA in TurboTax

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5 Replies 3188 Views

5 Replies

3188 Views

1099R from inherited Roth BDA

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2 Replies 1935 Views

2 Replies

1935 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 1805 Views

5 Replies

1805 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 2110 Views

3 Replies

2110 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 3262 Views

5 Replies

3262 Views

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

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2 Replies 7004 Views

2 Replies

7004 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 6319 Views

3 Replies

6319 Views

Does income from nonqualified annuity get taxed bu pennsylvania?

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4 Replies 7587 Views

4 Replies

7587 Views

RMD from Pension does that cover RMD from IRA?

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3 Replies 3128 Views

3 Replies

3128 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 4377 Views

5 Replies

4377 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 2788 Views

7 Replies

2788 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 2894 Views

3 Replies

2894 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 3094 Views

4 Replies

3094 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 8407 Views

12 Replies

8407 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 1827 Views

3 Replies

1827 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 3715 Views

4 Replies

3715 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 2445 Views

4 Replies

2445 Views

Excess 401k contribution.

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3 Replies 1875 Views

3 Replies

1875 Views

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

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5 Replies 4478 Views

5 Replies

4478 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 5180 Views

11 Replies

5180 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 2239 Views

2 Replies

2239 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 1627 Views

2 Replies

1627 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 1747 Views

2 Replies

1747 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 1884 Views

2 Replies

1884 Views

HSA Contributions for 2019

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17 Replies 5522 Views

17 Replies

5522 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 6309 Views

3 Replies

6309 Views

Backdoor roth issue

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9 Replies 3096 Views

9 Replies

3096 Views

Retiring soon

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1 Reply 501 Views

1 Reply

501 Views

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

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7 Replies 3261 Views

7 Replies

3261 Views

Roth IRA Distribution After Age 59 1/2

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2 Replies 1639 Views

2 Replies

1639 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 1948 Views

3 Replies

1948 Views

Transfer from Keogh plan to Roth

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4 Replies 3027 Views

4 Replies

3027 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 6901 Views

7 Replies

6901 Views

Where do i enter traditional ira to roth ira conversion

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3 Replies 3228 Views

3 Replies

3228 Views

2019 Turbotax and IRA contribution

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2 Replies 1254 Views

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1254 Views

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

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12 Replies 4615 Views

12 Replies

4615 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 7307 Views

3 Replies

7307 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 5756 Views

6 Replies

5756 Views

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

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2 Replies 4787 Views

2 Replies

4787 Views

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

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4 Replies 3679 Views

4 Replies

3679 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 3936 Views

6 Replies

3936 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 835 Views

1 Reply

835 Views

Is my inherited IRA exempt of the 10% penalty?

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4 Replies 2914 Views

4 Replies

2914 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 1213 Views

1 Reply

1213 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 2688 Views

5 Replies

2688 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 7574 Views

1 Reply

7574 Views

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

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3 Replies 1660 Views

3 Replies

1660 Views

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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Avoiding tax in RMD withdrawal

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Is an additional pension benefit subject to self employment taxes?

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I would like to add a note to the IRS about an item in my return, can I do this with TurboTax?

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Do you have a TurboTax Online account?

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