Retirement Tax Tips and Answers | TurboTax® Support

I received an EQIP grant that qualifies for exclusion under I.R.C. 126 rules, how do I exclude this income reported on a 1099-G?

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10 Replies 3790 Views

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W2 has amt in box 14 labeled Tier1 and tier2 that we contribute to RR. He is not retired, so this is just our contribution amt. what option do I pick in dropdown box

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34 Replies 38218 Views

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1099R

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I received roth ira distribution. 1099r shows it code J but it is qualified because it as all contribution, not earnings. Turbo tax is taxing it. How do I fix this?

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36 Replies 94233 Views

36 Replies

94233 Views

Is a simple ira the same as a traditional ira?

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8 Replies 6638 Views

8 Replies

6638 Views

Why am I getting an error on my 1099-R "State tax shouldn't be greater than gross distribution" when it's $21.28 and my box 1 gross dist is over $8k?

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4 Replies 704 Views

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I did a 60 day rollover (took money out of an IRA and put it back in within 60 days) - where do I report this or do I need to report it at all?

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3 Replies 732 Views

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SEP-IRA custodian refuses to record April 2023 contribution for 2022--how to handle so 2023 contribution is not excess? IRS rep said custodian is wrong but won't budge.

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3 Replies 1246 Views

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My 1099-B shows an amount in box 1G but Turbo Tax has no where I can enter that. What can I do?

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8 Replies 6742 Views

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How do I find my total net contributions to a Roth IRA that is 20 years old? ( Broker only has 10 years of reports.)

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12 Replies 33663 Views

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Does the 5 year rule on roth earnings reset if I do a roth conversion this year and another next year? I am 67 and have a 6 year old roth now.

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10 Replies 13580 Views

10 Replies

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Housing Allowance for Ministry

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1 Reply 1199 Views

1 Reply

1199 Views

I have entered Employer contributions for a Solo 401k, but they are not being deducted as a business expense. Please help with why and how to fix.

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42 Replies 6782 Views

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6782 Views

I'm clergy, and TurboTax won't let me pay Self-Employment tax if ANY amount was withheld for Social Security on my W2. How can I fix this clear error?

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22 Replies 6801 Views

22 Replies

6801 Views

Does turbo Tax calculate whether you are eligible to contribute to a Roth IRA?

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5 Replies 2852 Views

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Why is a rollover considered income

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3 Replies 1233 Views

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Is anyone else having an issue entering income? It doesn't show up after I enter my 1099-NEC.

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46 Replies 8969 Views

46 Replies

8969 Views

How to make Turbo Tax deduct employer contribution for solo 401k?

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17 Replies 5696 Views

17 Replies

5696 Views

TT claims overcontribution to 401k on self-employed K1 entry

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1 Reply 820 Views

1 Reply

820 Views

SR Form prints to large. does not fit on printed page. How do I get a normal size copy of my return so I can print it out normaly. TT did not ask me if I wanted larger print.

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4 Replies 1533 Views

4 Replies

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Duplicate 1099 can't be deleted, doesn't appear anywhere in income

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2 Replies 3669 Views

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I have an amount in Box 3 non dividend distributions. Is that reportable/requiring an adjustment somewhere?

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8 Replies 8956 Views

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tax implications on the conversion of traditional IRA to Roth IRA

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28 Replies 6515 Views

28 Replies

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I am a day trader. How, exactly, do I report my investment income ($50,000 in losses, actually) into TurboTax, so that I can capitalize on the full range of deductions?

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134 Replies 39431 Views

134 Replies

39431 Views

My 1099 interest income total doesn't show up in "Your income and expenses." The total is in the 1099 section.

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5 Replies 1828 Views

5 Replies

1828 Views

I took money out of my 457 plan and it is reported correctly on my W2c in Box 11. There is $0 in Box 1. Why won't the system recognize this as inc that should be taxed?

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7 Replies 8799 Views

7 Replies

8799 Views

Did you know TurboTax can help you report that Entrepreneurship in retirement as a side-job is possible?

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1 Reply 345 Views

1 Reply

345 Views

How can I get the total dollars shown on my 1099-NEC to show up on the summary Of Income and Expenses?

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16 Replies 4992 Views

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How to enter basis from Form 8606 to offset this years rmd

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11 Replies 2303 Views

11 Replies

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On my 1099-NEC form, box 6 is empty but turbotax won't let me file my taxes without inputting something in box 6. What do I do?

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3 Replies 1136 Views

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How do I change language preference? for some reason it check marked some other language instead of English

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21 Replies 10566 Views

21 Replies

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Should I fill in box 2a on my 1099-r? It is blank and total distribution is checked. It was an early withdrawal.

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17 Replies 7202 Views

17 Replies

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The TurboTax system won't let me proceed to file because my wife does not have a social security number.

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4 Replies 4142 Views

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My wife pays into Teacher's Retirment Service, in Texas, rather than Social Security. Why does our return decrease substantially when I enter her W2 on our return?

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4 Replies 1436 Views

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When I filled out nondeductible traditional IRA contributions (for a Backdoor Roth), why did TurboTax calculate my federal refund going significantly down?

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3 Replies 2252 Views

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Should I have to pay taxes on a 1099-NEC that has "non employee compensation" from a student loan credit disbursement and Cares Act distribution?

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3 Replies 868 Views

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Same problem with 1099Rs

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1 Reply

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Where do I put the amount I paid into a state retirement plan? or is this something I don't list?

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4 Replies 2784 Views

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How do I get Turbotax to stop treating my Roth 401K contribution as a Roth IRA contribution?

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7 Replies 2247 Views

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Excess SEP IRA contribution - how to correct

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Individual self-employment 401k (w/ profit sharing contribution) max option does not seem to adj for separate company 401k contributions unrelated to self-employment.

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5 Replies 3015 Views

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1099-NEC

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Indirect 60-day IRA rollover

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How can I change the address of the payer for my 1099-NEC form? The company is located in Canada with no zipcode and the worksheet is requiring a zipcode

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3 Replies 909 Views

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Social Security was not paid

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4 Replies 11214 Views

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I was a participant in a medical research study and was paid for my service. What Principal Business code do I use for this income which was reported to me on a 1099-MI

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4 Replies 9313 Views

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I need to add my basis for my IRA Roth conversion for tax year 2022 (I forgot)? TT only asks for basis up to end of 2021, is this an error? Shouldnt 2022 be included?

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3 Replies 10954 Views

3 Replies

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How and where to enter 1099-B Section "Other Transactions - cost base not reported to IRS - Form8949, (X)

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1 Reply

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What indicates Bailey Retirement deduction applies on my 1099R?

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9 Replies 4678 Views

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I have a SSA-1099 statement, the is no ein or fed ID, what do I do?

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4 Replies 4086 Views

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529 distributions are supposed to be tax free, so why did my refund just drop by $2000 after entering the information from my 1099-Q?

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27 Replies 7133 Views

27 Replies

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401k early withdrawal

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1 Reply 2559 Views

1 Reply

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Can I skip applying the unallowed passive loss carryover (UPLC) from prior years for the year that I had no taxable income?

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2 Replies 1785 Views

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How do you enter your SEP IRA Contributions? The link doesn't seem to work when you search for it.

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13 Replies 10034 Views

13 Replies

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Can I adjust this amount on my tax return? Cash app payments that shouldn't be reported on 1099 k.

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1 Reply 1792 Views

1 Reply

1792 Views

If I lost an unsecured USB device containing my tax returns, in a public place, what should I do to protect my, and my spouse's, identities and security?

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9 Replies 5798 Views

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5798 Views

NR4 from Canada

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20 Replies 8539 Views

20 Replies

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I rented my trailer out on a couple of online platforms but they are not providing a 1099 until next year, how do I report properly?

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9 Replies 3629 Views

9 Replies

3629 Views

1099-B for which the basis is not reported/term is "unknown." My form says to report on form 8949 with box B or E checked and/or schedule D, Part I or II which aren't av

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4 Replies 7895 Views

4 Replies

7895 Views

Need help fixing There is an error on Form 540, Line 71 (CA Withholding) must equal the total amounts withheld by California on all W-2, W-2G,1099-R forms and Other

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5 Replies 5604 Views

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5604 Views

Can I deduct Maryland college Investment Plan contribution if I received the state contribution?

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8 Replies 2718 Views

8 Replies

2718 Views

How to enter a traditional IRA > Roth IRA rollover conversion? I only get the option for Roth > traditional, not traditional > Roth.

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3 Replies 1248 Views

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1248 Views

How to enter SEP contribution on the schedule C?

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3 Replies 1300 Views

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1300 Views

I have a UK pension but the Payer does not have a Tax ID number in the US format. How do I enter this?

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5 Replies 2875 Views

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In PA, what is the "State Type Code" for retirement income for an inherited IRA? I'm under retirement age. Already entered in fed section, but that didn't help in state.

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7 Replies 7907 Views

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Why did my taxes owed to federal go up when I entered my contributions for my roth ira for 2017?

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7 Replies 6746 Views

7 Replies

6746 Views

There is a glitch when reviewing my Form 1099-B on federal taxes. For some reason, in the "check this entry" it is not letting me check and file. How can I do this?

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9 Replies 3401 Views

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3401 Views

Upon review, Turbo Tax says it's missing info from my 1099-NEC entry, but I have entered everything. It says it will delete it if I move on. How do I correct this

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12 Replies 8886 Views

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Since my retirement pension is exempt in AL, where do I enter it

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I have received pension benefits from UK this past year. do I need to report these as income? If so how do I do that in turbotx?

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3 Replies 2121 Views

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Error:1099-NEC because it "doesn't include enough info for us to know where to report the income", but when i go to that section. Everything is filled out.

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24 Replies 9454 Views

24 Replies

9454 Views

I receive royalty checks from my deceased father in law and Mother in law. My wife is deceased so I am a beneficiary of a beneficiary. Is this Inheritance or income?

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3 Replies 2853 Views

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Maximum contributions to 2 retirement plans (401k & 457b)

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15 Replies 4170 Views

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I keep attempting to enter both my spouse and my SSA-1099 SM, but Turbo tax won't let me enter any information. No form pops up for entry of my info... What gives?

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14 Replies 5228 Views

14 Replies

5228 Views

Forms 8606 and 5498

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2 Replies 3485 Views

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1099-R NYS Police & Fire

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4 Replies 1514 Views

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I am getting a portion of my ex husbands military retirement. per the divorce agreement it is considered a property settlement but I can only enter it as income?

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3 Replies 1171 Views

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IRA box does not have an X in it

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3 Replies 1055 Views

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1055 Views

How can I check to ensure that my military retirement pension is being properly excluded in my Maryland state tax return?

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1 Reply 859 Views

1 Reply

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Solo Roth 401k Excess Contribution Withdraw same tax year it was contributed

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1 Reply 690 Views

1 Reply

690 Views

How to pay social security tax

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6 Replies 4544 Views

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I forgot to enter a sep contribution for tax year 2022. I am trying to amend the return of 2022 but can't seem to figure out how to enter the contribution. Help?

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2 Replies 883 Views

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Post 1099R. have a retired clergy housing allowance exclusion amount. where do i post exclusion amount?

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2 Replies 1922 Views

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1922 Views

I am trying to complete my 2022 taxes but I am being asked to purchase software? Is this a new requirement. Asking because when i filed last year, I was not required to.

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8 Replies 3010 Views

8 Replies

3010 Views

1099-G

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1 Reply 547 Views

1 Reply

547 Views

If i paid my 17 year old son 12000 last year as a 1099 employee where do i deduct that on my taxes?

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2 Replies 881 Views

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881 Views

Wife and I giving $20,000 to our son, should we give in one $20k check or split into 2 $10k checks to avoid form 709?

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1 Reply 1125 Views

1 Reply

1125 Views

ON A 1099R OFFICE OF PERSONNEL MANAGEMENT; WHEN BOX 2A IS UNKNOWN AM I TAXED ON THE AMOUNT IN BOX 1

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8 Replies 4400 Views

8 Replies

4400 Views

What must be entered for aggregation statement when requested?

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2 Replies 1034 Views

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1034 Views

Where do I enter IRA contribution?

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1 Reply 961 Views

1 Reply

961 Views

Is there a bug in the "2020 Qualified Disaster Distribution" section where you enter the info for the prior year's return? It ask for fields 11,12,14,13 in that order.

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2 Replies 898 Views

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898 Views

My 1099 has a loss in the summary section, but it does not show in TT and it was imported as MULTI. Now TT does not allow to manually enter a negative loss amount.

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3 Replies 1149 Views

3 Replies

1149 Views

If I withheld Federal and State taxes from my early 401(k) distribution, where do I put this on my turbotax?

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1 Reply 984 Views

1 Reply

984 Views

It appears that TurboTax has not included depreciation for years on my tax form. What did I miss here? Is it something I manually enter into the forms by hand?

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2 Replies 1080 Views

2 Replies

1080 Views

I'm retired, so I do not receive a W-2 now. How do I remove the w2 info from Turbo-tax?

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1 Reply 702 Views

1 Reply

702 Views

1099-r withdrawl income was already reported as income in prior year. How do I avoid paying taxes twice on this income?

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5 Replies 1391 Views

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1391 Views

Do you send out emails that say your social security number has been found on the dark web?

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1 Reply 846 Views

1 Reply

846 Views

Is there a place in TurboTax to include an explanation as to my use of a previous 1099 because it is correct and not the current 1099 which is incorrect?

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5 Replies 1643 Views

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1643 Views

My Form 1099-R has 0 in Box 9a. Turbotax is not accepting that value. How do I proceed?

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3 Replies 1587 Views

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1587 Views

I am trying to enter my 1099 earnings form

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2 Replies 934 Views

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934 Views

Turbo Tax indicates to say "YES if you plan to make a regular contribution by April 18, 2023.." Does this mean Oct 16 2023 for those in Fed Declared disaster area?

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1 Reply 608 Views

1 Reply

608 Views

Unable to enter charity donation – screen locks up

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4 Replies 1563 Views

4 Replies

1563 Views

Do I use business or personal bank account for SEP IRA contributions for Single member LLC?

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6 Replies 27187 Views

6 Replies

27187 Views

Is there an age limit to contributing to a Standard and/or Roth IRA ?

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2 Replies 1226 Views

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Where and how do I calculate my SEP IRA for 2022?

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1 Reply 2695 Views

1 Reply

2695 Views

I repaid social security benefits in 2022. Where do I record that? thanks

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1 Reply 534 Views

1 Reply

534 Views

Can I go back and see the list of 1099 income that I entered?

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2 Replies 1004 Views

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I am retired with no income except social security

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1 Reply 493 Views

1 Reply

493 Views

Question about a decedent IRA account inherited from my wife's mother who died in 2015. We have been drawing RMDs, but IRS changed the rules. Are we in compliance?

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1 Reply 718 Views

1 Reply

718 Views

I sold my home last yr claiming capital gain exempt on 20k gain. Now I'm selling the house I'm in a little over a yr later. will the gain be on just this house or both?

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4 Replies 2241 Views

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I have my business forming a Subsidiary to a Nonprofit, Charitable Tax-exempt Corporation. So, a portion of what the business made goes to the non profit's mission.

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3 Replies 1750 Views

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Is my IRA contribution included in the amount of my Itemized Deductions? It seems like that amount is low ($1,807) even though I contributed $6,000 to my Traditional IRA.

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4 Replies 1908 Views

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1908 Views

For a commission hairstylist getting 60% and my 10-99 shows my total in the non employee compsation is that total just my 60% or the whole 100% that was brought in

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10 Replies 6448 Views

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6448 Views

I forgot to include my 2022 Roth IRA contribution on my 2022 taxes. Do I need to amend my return to include this?

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3 Replies 1527 Views

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One piece of info needed to have TurboTax generate Form 8606 (line 6 on the form) is the value of the IRA account at 12/31/22. Where doe TurboTax ask for this?

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1 Reply 1080 Views

1 Reply

1080 Views

IRA RMD for 2023 tax year?

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2 Replies 1159 Views

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1159 Views

Will I be subject to the 10% penalty if I withdraw funds out of an old 401-K? I will 59 1/2 when I do this. How does Turbo Tax calculate this?

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3 Replies 1082 Views

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1082 Views

Enter roth ira

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How much money does my dog need to make on social media to be eligible for tax deductions?

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3 Replies 1310 Views

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On sch E worksheet, how can i change my answer on 1099 filing ?

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1 Reply 570 Views

1 Reply

570 Views

Can I apply a traditional IRA withdrawal to the previous tax year if I withdraw it before April 15th? This will be a penalized withdrawal.

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1 Reply 492 Views

1 Reply

492 Views

Can i increase tax witholding on my pension payment?

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1 Reply 744 Views

1 Reply

744 Views

Received 1099-B for a 2020 sale, then 1099-B in 2021&2022 as funds released. Do I amend my 2020 return and input all 1099-B or input 1099-B for when the funds received?

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6 Replies 1705 Views

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1705 Views

1099-R from deceased grandparent There is an amount in box 1 blank box 2a, box 2b only Total distribution checked, same amount in box 5 as box 1 dist code D4

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3 Replies 1624 Views

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I used TurboTax with no errors and got penalized more money by the IRS for not estimating tax payments. Will TurboTax pick up the fee?

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4 Replies 1685 Views

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1685 Views

Why is my spending account where my refunds are to be deposited showing a negative amount from turbo tax making a withdrawal?

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2 Replies 1102 Views

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1102 Views

I have an unapproved withdrawal from my account? Why could this happen?

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4 Replies 1744 Views

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How do I see itemized 1099R forms that I submitted after my taxes are done? I may have forgotten to upload one.

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1 Reply 900 Views

1 Reply

900 Views

Does Turbo Tax automatically include credit for overpayment of social security tax or do I manually have to enter that info into my return?

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5 Replies 3832 Views

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3832 Views

If dependent care benefits were selected but not used, do we still enter the amount in box 10 of dependent care benefits?

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1 Reply 898 Views

1 Reply

898 Views

I have already filed and claimed that we made IRA contributions for the 2022 tax year. We did not get it turned in on time. How can we make our 2022 contribution?

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1 Reply 764 Views

1 Reply

764 Views

Is Army ROTC money taxable?

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6 Replies 11588 Views

6 Replies

11588 Views

Are 401(k) contributions earned in DE taxable in PA?

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4 Replies 15364 Views

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15364 Views

I took a 401k w/d und cares act, IRS hsn't pd out on rtrn & has snt me letters can't verify me. I wnt to amnd rtn & pay the penalties w/ 2020 return. How do I do that?

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2 Replies 923 Views

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923 Views

Edward Jones zip code on tax form 1099-R is incorrect, unable to file taxes

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1 Reply 613 Views

1 Reply

613 Views

If other reportable income from a 2021 return is listed on this years return, do we delete it if it no longer applies for this year or just put $0 for this year.

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1 Reply 455 Views

1 Reply

455 Views

I set up a payment plan with the state. I selected that with turbo tax and it looks like the entire amount is coming out of my account now. Please help. What do I do?

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1 Reply 410 Views

1 Reply

410 Views

I need help with 1099 NEC

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11 Replies 3099 Views

11 Replies

3099 Views

I need to add 1099s to last year's return. The software allowed me to add them and says to edit or delete any 1099-R reported already. Do I delete the 1099 listed there?

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1 Reply 437 Views

1 Reply

437 Views

I have a 1099-K from eBay. It has nothing to do with cryptocurrency but TurboTax keeps asking about a 1099-B in the section where 1099-K is noted. How to get around?

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1 Reply 487 Views

1 Reply

487 Views

If got both a 1099-K form and a 1099-NEC from my employer, do I need to include both those forms as part of my income?

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1 Reply 445 Views

1 Reply

445 Views

I did not make a withdraw on my HSA other than monthly fees. What distribution code should I use?

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2 Replies 802 Views

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802 Views

Keeps saying i have an error on my input for my 1099-G but the amount is correct

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1 Reply 529 Views

1 Reply

529 Views

Can I ask my broker to change my excess contribution into a Roth to show it as 2023 contribution and thereby avoid the penalty for excess contribution? It was $763 over.

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1 Reply 415 Views

1 Reply

415 Views

I entered a 1099-R but it won’t move forward because it says the state tax withheld can’t be greater than the distribution, but it’s not greater.

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3 Replies 926 Views

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926 Views

I made a withdrawl from my Roth IRA that I have had since 2016. It is tax free, but turbo tax is having me pay extra taxes on distribution. why?

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2 Replies 769 Views

2 Replies

769 Views

Where do I add a 1099-k

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1 Reply 698 Views

1 Reply

698 Views

When I go to federal review I am prompted to check "Other Income Statement." and asking me to enter Other Taxable Income- TP. What do I include in this total?

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I paid tax on my early 401K distribution at time of withdrawal. Why is turbo tax accessing more tax due because of early distribution

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If the distribution code on the 1099-R shows 7D, how do you enter in the tax software since it only allows either a number or alphabet?

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Do you have a TurboTax Online account?

Topics with Label: TurboTax Self Employed Online