Retirement Tax Tips and Answers | TurboTax® Support

Employment Selection

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Adjustments to GA income due to Alabama state retirement (nonresident)

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3207 Views

In 2017, I got money from my dad's 401k because he died. Does it still count on the question: "Did you receive any distributions from a retirement plan after 2015?

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5 Replies 2620 Views

5 Replies

2620 Views

Can't figure out how to properly enter excess ROTH IRA contributions for 2021 into my Turbo Tax

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1 Reply 795 Views

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795 Views

I made an error on my form 5329 - form says the tax was to my husband at the top but the IRA was actually mine. We are married filing jointly so does this matter?

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6 Replies 3065 Views

6 Replies

3065 Views

401K loan balance distribution

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4 Replies 2116 Views

4 Replies

2116 Views

I'm trying to submit my 1099r and I can't locate the Federal ID Number on the form. Would it go by a different name like "payer's TIN"?

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7 Replies 4571 Views

7 Replies

4571 Views

I thought my social security income doesn't get added if I'm 67years old?

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3 Replies 2206 Views

3 Replies

2206 Views

WHERE DO I REPORT MY RETIREMENT INCOME FROM MY PENSION FUND?

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3 Replies 1457 Views

3 Replies

1457 Views

What are ramifications of default on 401K loan, can’t afford to pay?

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5 Replies 16199 Views

5 Replies

16199 Views

If I take out contributions or basis from a Roth it isn't taxable, but do I need a special form at tax time to show I took out a contribution?

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1 Reply 1215 Views

1 Reply

1215 Views

Should I only list my income as additional income with no 1099 forms if I am a freelancer but I did not do enough work for American companies to get 1099 forms?

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1 Reply 1204 Views

1 Reply

1204 Views

Since I entered a 1099-R as a W-2, do I need to correct my tax submission?

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1 Reply 1410 Views

1 Reply

1410 Views

"Tell us the value of your Traditional IRA" when the full amount was converted to Roth IRA.

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3 Replies 5227 Views

3 Replies

5227 Views

Can i rollover my monthly pesion distribution to a trdational ira to shelter taxable status

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3 Replies 3471 Views

3 Replies

3471 Views

I participate in a company sponsored 401k and will have a 2017 taxable income of $109k+. Would a Traditional IRA contribution be tax deductible for me?

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3 Replies 1698 Views

3 Replies

1698 Views

What is taking Form 8915, Qualified Hurricane Retirement Plan Distributions so long to get released? First it was 2/8/18, then 2/15/18, 2/23/18, now its saying 3/1/18.

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13 Replies 8572 Views

13 Replies

8572 Views

. ( OR RATHER irs SAYS I OWE MORE MONEY BECAUSE my SOCIAL SECURITY INCOME WAS FIGURED IN CORRECTLY, hOW DO I GET HELP?

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2 Replies 1487 Views

2 Replies

1487 Views

My 1099R taxable amount does not include the $822 monthly medical deduction. Can this premium be counted as a medical expense?

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1 Reply 1183 Views

1 Reply

1183 Views

Why are my taxes the lowest when I contribute 6500 to my IRA & higher when I contribute either 4000 or 12500 I owe more taxes at either amount than the standard 6,500?

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1 Reply 1409 Views

1 Reply

1409 Views

Can my wife who is now working as a sole proprietor contribute to my SEP if we file jointly or does she have to have a seperate SEP?

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1 Reply 1045 Views

1 Reply

1045 Views

I have a question if I should file jointly or separate with my new wife? She paid medical bills this year ($10000) and I got $50000 from my Dad's life insurance.

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1 Reply 1107 Views

1 Reply

1107 Views

I missed the 60-day role over window from my IRA - now what do I do?

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6 Replies 2542 Views

6 Replies

2542 Views

Being retired this whole year,can I still claim my grandkids for EITC ..my income is social security and two pensions.they live with me fulltime.

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3 Replies 1987 Views

3 Replies

1987 Views

Does the social security administration notify irs of taxpayers death?

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3 Replies 3272 Views

3 Replies

3272 Views

I have no income from any employment. All of my income is from state retirement, social security and minimum distributions from investments. Do I need any W-2s?

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2 Replies 1494 Views

2 Replies

1494 Views

Is a "2017 Required Minimum Distribution Statement" the same as a 1099-R?

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2 Replies 1602 Views

2 Replies

1602 Views

If we bought a home in Ohio with cash in July after retirement but moved from NY to Ohio in Dec, how should we file?

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4 Replies 1851 Views

4 Replies

1851 Views

Do I file ms state tax if I only have pension and ssi benefits?

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3 Replies 4503 Views

3 Replies

4503 Views

My wife and I both had FIT deducted from our social security income. Where can I enter voluntary federal income tax withheld? There's no box on the TurboTax form.

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1 Reply 1563 Views

1 Reply

1563 Views

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Topics with Label: TurboTax Basic Online

Employment Selection

Adjustments to GA income due to Alabama state retirement (nonresident)

In 2017, I got money from my dad's 401k because he died. Does it still count on the question: "Did you receive any distributions from a retirement plan after 2015?

Can't figure out how to properly enter excess ROTH IRA contributions for 2021 into my Turbo Tax

I made an error on my form 5329 - form says the tax was to my husband at the top but the IRA was actually mine. We are married filing jointly so does this matter?

401K loan balance distribution

I'm trying to submit my 1099r and I can't locate the Federal ID Number on the form. Would it go by a different name like "payer's TIN"?

I thought my social security income doesn't get added if I'm 67years old?

WHERE DO I REPORT MY RETIREMENT INCOME FROM MY PENSION FUND?

What are ramifications of default on 401K loan, can’t afford to pay?

If I take out contributions or basis from a Roth it isn't taxable, but do I need a special form at tax time to show I took out a contribution?

Should I only list my income as additional income with no 1099 forms if I am a freelancer but I did not do enough work for American companies to get 1099 forms?

Since I entered a 1099-R as a W-2, do I need to correct my tax submission?

"Tell us the value of your Traditional IRA" when the full amount was converted to Roth IRA.

Can i rollover my monthly pesion distribution to a trdational ira to shelter taxable status

I participate in a company sponsored 401k and will have a 2017 taxable income of $109k+. Would a Traditional IRA contribution be tax deductible for me?

What is taking Form 8915, Qualified Hurricane Retirement Plan Distributions so long to get released? First it was 2/8/18, then 2/15/18, 2/23/18, now its saying 3/1/18.

. ( OR RATHER irs SAYS I OWE MORE MONEY BECAUSE my SOCIAL SECURITY INCOME WAS FIGURED IN CORRECTLY, hOW DO I GET HELP?

My 1099R taxable amount does not include the $822 monthly medical deduction. Can this premium be counted as a medical expense?

Why are my taxes the lowest when I contribute 6500 to my IRA & higher when I contribute either 4000 or 12500 I owe more taxes at either amount than the standard 6,500?

Can my wife who is now working as a sole proprietor contribute to my SEP if we file jointly or does she have to have a seperate SEP?

I have a question if I should file jointly or separate with my new wife? She paid medical bills this year ($10000) and I got $50000 from my Dad's life insurance.

I missed the 60-day role over window from my IRA - now what do I do?

Being retired this whole year,can I still claim my grandkids for EITC ..my income is social security and two pensions.they live with me fulltime.

Does the social security administration notify irs of taxpayers death?

I have no income from any employment. All of my income is from state retirement, social security and minimum distributions from investments. Do I need any W-2s?

Is a "2017 Required Minimum Distribution Statement" the same as a 1099-R?

If we bought a home in Ohio with cash in July after retirement but moved from NY to Ohio in Dec, how should we file?

Do I file ms state tax if I only have pension and ssi benefits?

My wife and I both had FIT deducted from our social security income. Where can I enter voluntary federal income tax withheld? There's no box on the TurboTax form.

I didn’t get a 1099 but TurboTax keeps asking me to fill one in. I did not have any IRA distributions in 2018. Why can’t I skip this and file?

Is bank account dividend consider taxable?

Do you have a TurboTax Online account?

Topics with Label: TurboTax Basic Online