Retirement Tax Tips and Answers | TurboTax® Support

If I paid taxes when I made a withdrawal from my 401k, why am I paying taxes on it again while completing my return?

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9 Replies

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Can I go to 1099R ? To report distribution.

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Where do I find my Roth and traditional balances for 22/31/2023?

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TurboTax lists a 1099 NEC a 1099 K and a 1099 MISC what do I put if mine just says 1099

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Where do I enter Federal Income. Tax withheld from SSA?

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How do i fix the box that says “ Line 1b(2)”?

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408 Views

How can I view the forms I used for my income entries (W-2, 1099, etc)?

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I put my social wrong

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505 Views

If I changed occupations during the tax year, should I use the one I was in on Jan. 1, 2023, the one I was in the longest, or the one I was in on Dec. 31, 2023?

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My 1099-R distribution amount is the same as my contribution amount and should be tax-free. where do I enter the tax-free amount?

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1 Reply

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My pension plan is from a school district, is that a public pension or private?

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have lifetime joint survivor nonqualified annuity. Began getting 10,500 this year. Invested 100,000 in 2011. Pub 575:invested costs are recovered. does turbo calculate?

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I can't find where to enter IRA contributions. I followed instructions to type it in search bar but there is no "Jump to" option.

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2 Replies 595 Views

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When I am entering reasons for withdrawing from my 401k, do I need to put the amount of money I spent?

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3 Replies

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If my employer also contributes to my 401k, can I use the combined amount of my own & my employer on my tax return or only the amount that i personally contribute?

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Can I expect to receive a statement for my 2023 ss retirement totals?

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If I had taxes taken out throughout 2020 on my unemployment, also put it on my taxes, will I get any of the money that was taken throughout 2020 in taxes?

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1 Reply

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If I paid taxes when I made a withdrawal from my 401k, why am I paying taxes on it again while completing my return?

Can I go to 1099R ? To report distribution.

Where do I find my Roth and traditional balances for 22/31/2023?

TurboTax lists a 1099 NEC a 1099 K and a 1099 MISC what do I put if mine just says 1099

Where do I enter Federal Income. Tax withheld from SSA?

How do i fix the box that says “ Line 1b(2)”?

How can I view the forms I used for my income entries (W-2, 1099, etc)?

I put my social wrong

If I changed occupations during the tax year, should I use the one I was in on Jan. 1, 2023, the one I was in the longest, or the one I was in on Dec. 31, 2023?

My 1099-R distribution amount is the same as my contribution amount and should be tax-free. where do I enter the tax-free amount?

My pension plan is from a school district, is that a public pension or private?

have lifetime joint survivor nonqualified annuity. Began getting 10,500 this year. Invested 100,000 in 2011. Pub 575:invested costs are recovered. does turbo calculate?

I can't find where to enter IRA contributions. I followed instructions to type it in search bar but there is no "Jump to" option.

When I am entering reasons for withdrawing from my 401k, do I need to put the amount of money I spent?

If my employer also contributes to my 401k, can I use the combined amount of my own & my employer on my tax return or only the amount that i personally contribute?

Can I expect to receive a statement for my 2023 ss retirement totals?

If I had taxes taken out throughout 2020 on my unemployment, also put it on my taxes, will I get any of the money that was taken throughout 2020 in taxes?

How do I enter 1099-R income for military retirement income? There are no options for military retirement.

When i have severeal 1099r do i enter the cents or round them off?

What do I enter in box 16 ? Am retired Federal and did not work in 2020.

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