Retirement Tax Tips and Answers | TurboTax® Support

What is state distribution and why it is blank on my form?

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23 Replies 81194 Views

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81194 Views

Do I need TurboTax Deluxe or Premier edition? I did not sell any stocks or mutual funds. I do have dividend earnings from my stocks, mutual funds and Roth IRA accounts.

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7 Replies 9046 Views

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Backdoor Roth IRA conversion of 2 years' non-deductible traditional IRA contributions

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Does North Carolina tax Federal Retirement or Social Security?

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18 Replies 16760 Views

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Distribution on K-1

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I received a distribution on a 1099-r distribution code 8. I am trying to rollover to an IRA but TurboTax does not provide the dropdown on what I am doing with the money

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7 Replies 31761 Views

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31761 Views

Is there a filing requirement for a final income tax return for a deceased taxpayer, only source of income is social security and he's below minimum filing requirement?

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My NJ Pension payments should by excluded from my state income tax return for the first two years of retirement How do I exclude this from my NJ state return?

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Are Pension Payments from my ex-husband considered Alimony, my decree does not state this income as Alimony, and it is paid to me by my ex after he pays taxes on it 1st?

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For the state of Oregon, does a military service pension meet the requirements of a federal service pension?

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4 Replies 4032 Views

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How do I enter excess 401K deferrals in TurboTax Deluxe? (about $20 over the $18K limit—getting distributed before April 15, but 1099R won’t come until Jan 2019)

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3 Replies 4721 Views

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"I have SS permanent disability starting in 2017 but also earn a small amoutn of money. I did not receive an SS 1099. Do I have to pay taxes on the SS income?

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One of my 1099-INT shows an early withdrawal penalty for a regular CD. Can I deduct this from my tax returns and how using Turbotax?

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7 Replies 6036 Views

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Is a public prosecutor district attorney a public safety employee?

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2 Replies 2057 Views

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1099-R Mother's Pension Distribution upon Death

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8 Replies 11232 Views

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Where is the place in TurboTax Deluxe to do what if analysis for 2019? I did that last year but can't find it this year.

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2 Replies 2628 Views

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How to report 401(k) excess contribution made in 2015 and included in my 2015 return but now receiving a 1099-R for 2016?

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Can I claim the retirement credit of $130.00 that the state of Ohio offers on my 2016 tax form if I retired November 30, 2016?

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If I inherited an annuity in & received a form OMB 1545-0119 with an amount in box 1 “gross distribution” & another in box 2 “Taxable amount” what r the tax implications?

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No option to choose "State and Local tax refund" on 1099-G page.

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4 Replies 3328 Views

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Can I import 1099r from delta airlines pension?

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Traditional IRA contribution in February 2019, converting the Traditional to Roth IRA in February 2019.

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Is social security tax payable on retirement income?

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If a Trad IRA contrib gives me a Ret Savings Credit and I convert that Trad to Roth the next year, do I have to repay the credit or just pay tax on the conversion?

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I received a 1099-R for my military retirement pay but I am 90% disable veteran. Do I owe taxes on my entire retirement pay?

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A dependent student with $15,000 in earnings, tax year 2018. Does he/she need to file, if he/she contributes $3000 to IRA (pushes his/her AGI to standard deduction)?

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2 Replies 1422 Views

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How do I create IRS form 4972 (Lump Sum Distribution) using turbotax business for a 1041 Estate return? I do have an eligible 1099-R.

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My turboTax deluxe offers only a place to enter one 1099R set of data. How can I enter the data for my wife, also?

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Should I receive 1099R for my required minimum distributions?

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I am a retired engineer - can I still deduct technical publications & subscriptions?

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I had no taxable investment sales during the year (2017). I did have a direct Roth 401K rollover to a Roth IRA. Can I use Deluxe, or do I have to get Premier for that?

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My husband was forced to cash out his 401k due to his employer terminating the policy. Does this qualify under "other" reason to not have to pay additional tax?

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10K extra from IRA fixed in Dec. 5498 in May reports indirect rollover back to IRA Will file extension til May. How report correct $ & what explanation needed w/ return?

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1031 Views

What are the residency requirements for income tax for Oregon and can I move to Washington temporarily to avoid this tax on a onetime retirement payout?

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My spouse took a distribution from an IRA inherited in December 2017. Is it possible to transfer it back to a beneficiary IRA to avoid tax consequences now?

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Will I receive a tax form for a surrendered annuity account if the check shows taxes were withheld? The account had a $507 balance and surrendered after age 59.5.

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2 Replies 1653 Views

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In Feb '16 I invested $11K (nondeductible) into a Trad IRA ($5.5 for '15 and $5.5 for '16) a few days later is was sold and rolled over to a ROTH IRA. How do I report?

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I contributed over $5,500 to a SEP IRA in 2016, if I enter amount with the traditional IRA section of Turbo Tax, it shows that I owe a penalty. Where do I enter info?

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I am 80 years old. My wife is 80 tears old. For STANDARD tax inclusion on our Deluxe return, do I enter $12,000 for me and $1,200 for wife?

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Received a 1099R for an IRA I inherited and transfered to an inherited IRA. Box 2 and 2a both have the total amount? Should 2a have anything other than 0?

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30 Replies 6091 Views

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Is health insurance premium subtracted out of my retirement pension plan tax deductible?

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I am retiring at age 57. My spouse is age 64. If I roll my employer 401k to a traditional IRA, will we have to pay penalties if we start withdrawals immediately?

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Credit for retirement savings contributions-husband contributed 8,723, yet only giving credit of $200, that's not 10%, unless max is per person since I didn't contribute

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If a 1099R has an amount for Illinois (box 13 = IL), state tax withheld (box 12), the amount must be less than the amount for state distribution (box 14).. Help please.

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When I entered my retirement amount for the year turbotax said lump sum taken. Not true it was monthly.

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1 Reply 973 Views

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973 Views

Forgot to file my 2018 1099R with my accepted 2018 taxes, what can I do.

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What documentation is needed with return for QCD from IRA?

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How do I handle in Turbo Tax so I am not taxed on the amount of an extra RMD?

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I lived in GA and SC in the same year. When I moved I still receive my ss pension all year should I divide my pension before I enter it or will the system do it for me.

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1 Reply 960 Views

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How do I get past this error message: "Earlier year taxable social security benefits taxpayer should not be more that $10,917, 85% of the sum of Line B."

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7 Replies 2586 Views

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2586 Views

I can't figure out how to enter my solo 401k contribution on TT Deluxe desktop version.

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1561 Views

Is California Public Employees’ Retirement System (calpers) a qualified plan or non-qualified plan?

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Why doesn't turbotax ask if i want to save data when I close out. ?It did last year.

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1260 Views

1099-r shows gross distribution but is my contribution not earnings. how do I enter that into turbotax so this is not taxable income

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6 Replies 2532 Views

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The IRS has eased the threshhold for the penalty calculation from 90% to 85%. When will that be reflected in Turbotax?

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1 Reply 974 Views

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974 Views

I got $42,000 from an inheritance. Is that taxable? Do I have to list it as income? Married, file jointly combined income $99,000 w/out the 42k. Thanks from Seattle.

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1 Reply 1409 Views

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1409 Views

Reporting a 401k over contribution in 2015 or 2016

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3 Replies 1642 Views

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How much of my IRA contribution can I use as MO Source Adjustments to Federal Income on MO-NRI?

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1 Reply 1274 Views

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1274 Views

What are the penalties if there is not enough money in my checking acct on Friday 4/7? I messed up, it won't be there until 4/11. Is it too late to fix?

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1442 Views

My 1098-t is higher than my 1099-q but turbotax is adding income to my 1040

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1 Reply 1141 Views

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Can I fund a retirement after April 16th 2018 for the tax year 2017? If I file an extension, can I get a tax break and fund retirement if I wait until October?

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2 Replies 1011 Views

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How many Forms 1099-R will TurboTax Deluxe let me enter? (I receive five 1099-R forms for my required minimum distributions from IRAs.)

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3 Replies 3595 Views

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When trying to determine the basis for my retirement on PA taxes. What is the definition of "contributed" to the retirement plan?

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3 Replies 1578 Views

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How do I enter money I withdrew from my Money Market Account on my tax return?

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1 Reply 7524 Views

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7524 Views

Are retirement plan (CalSTRS) reimbursements for health insurance premiums reportable as income

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1 Reply 1575 Views

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1575 Views

What is included in the amount on the IA 1040 form line 33 as the amount does not match what I had to pay the IRS in 2016 for 2015 taxes due?

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1 Reply 2000 Views

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2000 Views

Last year I moved from TX to NYC. The move happened towards the end of the year. I rolled over my 401k into my Roth IRA. Do I need to pay state tax on the Roth?

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1 Reply 1436 Views

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1436 Views

What’s the difference between a 1099-R and a CSA 1099-R? I am a retired Federal Agent and I received a CSA 1099-R, will it make a difference if I use a 1099-R on T Tax?

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3162 Views

My wife has a job where she is covered by a pension, but earns about as much from a consulting business on the side. Can she deduct contributions to her traditional IRA?

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951 Views

How to fill out form 5329 with a Roth IRA and traditional IRA withdrawal used for a first time home purchase.

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4 Replies 2209 Views

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The irasepsimple box is checked on my copy of the 1099r. What is the X in that box for?

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1 Reply 926 Views

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926 Views

Do I have to file if I had no income except for interest earned on IRA accounts, or interest on a money market account that is less than $100 dollars?

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I reside in NC but received an IRA distribution from my deceased mother who lived in OH. Do I need to file both an Oho State Tax Return in addition to one for NC?

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2 Replies 1011 Views

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1011 Views

How do I change a 1099 to a corrected 1099 if my return has not been filed?

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1 Reply 874 Views

1 Reply

874 Views

As a retired minister, how do I list my housing allowance portion from my 1099-R?

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1623 Views

My wife's Mother died 12/2016 and my wife inherited some CDs. Some of the reported 1099-int interest was paid to her mother. Must she claim this interest?

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1 Reply 979 Views

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979 Views

Can the deluxe version handle Forms 1098,1099-R,1099-Q, and SSA-1099?

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1 Reply 1381 Views

1 Reply

1381 Views

How do I get Turbotax to calculate the taxable amount of an IRA distribution (form 1040 line 4b)? The cost basis and end-of-year value of my IRA account are on form 8606.

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1 Reply 1245 Views

1 Reply

1245 Views

What should I file for my wife's small income in another state?

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4 Replies 2187 Views

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2187 Views

SSA-1099...where do I show that the income is half taxed, according to inter/questionaire on IRS website? No idea where to place that.

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3 Replies 1572 Views

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1572 Views

Does the income distribution between spouses matter when filing jointly?

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3 Replies 1846 Views

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I have a 1099-R with a distribution code G - indicating rollover. In box 2b no boxes are checked. Should the total distribution box be checked or is this not an issue?

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1 Reply 1401 Views

1 Reply

1401 Views

Why is retirement income via Form 1099-R shown as wages (line 2) instead of retirement income (line 4)?

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1 Reply 721 Views

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721 Views

Found the section RothIRAs, and remembered I've had one for 10+yrs but never put on my tax return, is it going to come back and bite me? Deposit only, no withdrawals.

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1 Reply 896 Views

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896 Views

I converted deductible IRA to Roth IRA in December 2017. Can I recharacterize?

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1 Reply 1296 Views

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1296 Views

How do I find my tax bracket? (Needing to pull money from my retirement)

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1 Reply 1106 Views

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1106 Views

I over contributed to a roth IRA and in 2018. I recharacterized to tira in march 2019. How do I account for this in turbo tax. Do i fill out Roth & traditional sections

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4 Replies 1688 Views

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What version of turbotax is needed to report an RMD from a 401K, 403b, and IRA accounts?

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3 Replies 2434 Views

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Can I now open an IRA with $6000 to take the deduction on this return? 2017 1040 shows AGI at $38,641

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2 Replies 1188 Views

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I contributed $3k to a traditional IRA in March 2017 for tax year 2016. I reported $2080 - the deductible amount, and didn't report the nondeductible $920. What options?

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1 Reply 929 Views

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929 Views

Roth ira contribution for 2018

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1 Reply 1343 Views

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1343 Views

Do I need to amend my 2017 taxes for an excess contribution to a Roth IRA for which I received a 1099-R in 2018?

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2 Replies 1326 Views

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Why doesn’t the amount on my W-2 box 12w for HSA contribution (taxpayer) equal the amount in box 2 (total contributions made in 2018) on my 5498-SA from the bank?

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1 Reply 980 Views

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980 Views

My husband earned $500 in income but didn't receive a 1099, how do I enter it?

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1 Reply 794 Views

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794 Views

Line 10 of my 2018 tax return is $252,784. Line 11a, is $48.744. I manually calculate the tax to be $49,247. Am I missing something?

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3 Replies 1288 Views

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1288 Views

E filing will not except 0 withholding in box 12a from a1099-R what can I do?i am unable to e-file because state withholding box 12a is zero.

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1 Reply 984 Views

1 Reply

984 Views

How do I enter the 457(b) in the TurboTax software with catch-up? The error says that I cannot exceed 24K the limit But my 457(b) with the catch-up is 37K.

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1 Reply 974 Views

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974 Views

Why are my 1099sa gross distributions counted as income. I payed at the doctor's office with my HSA Debit Card. It was reported on1099sa as gross distributions code1.

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1 Reply 1361 Views

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1361 Views

I received a 1099-R with the amount in Box 1 and Box 5 equal, Box 2a is Blank, and Box 7 only has a Code W (no Code 6). Is this taxable income?

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1 Reply 1305 Views

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1305 Views

My siblings, who are not US citizens, will transfer some money left by my deceased non-US parent to me. Is filing an IRS 3520 all I need to do for amount above $100,000?

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1 Reply 1470 Views

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1470 Views

Do I need to file Mich taxes on a bonus I received in 2018 from my employer that I retired from, when I moved to Wash state in 2017?

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1 Reply 1220 Views

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1220 Views

My consulting income is listed in my total taxable income on line 12 and Business tax is calculated on line 57 of the 1040. Am I being double taxed for this income?

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1 Reply 1044 Views

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1044 Views

Box 7 has D7 codes. Is this IRA distribution still a qualified IRA?

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2 Replies 12893 Views

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How do I fill out form 5329 for missing RMD in 2016 but then took it and 2017 RMD in 02/2017?

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1 Reply 1082 Views

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1082 Views

Qualified tuition program comp or taxable distribution - I am being taxed on a portion of my distributions from my 529 plan. How is this number on line 2b calculated?

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1 Reply 1428 Views

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1428 Views

On my 1099 r ,#7 distribution code is 2b , what do i select? I did 2 from the first drop down and b from the second dropdown. i get an error on the review.

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1 Reply 1569 Views

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1569 Views

I filed early with 1099s, but forgot i item of $33. redid taxes and came out same. Have not refiled. Should I?

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1 Reply 1020 Views

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1020 Views

Why is Box 1 distribution used as income when Box 2 a has a smaller amount on my 1099R?

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1 Reply 1033 Views

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1033 Views

Is there a section in TurboTax that allows me to do a catch-up contribution to my 401K?

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1 Reply 831 Views

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831 Views

Excess 401(k) Contribution are Preventing e-File will Turbo Tax be fixing this problem before the April 15th filing Deadline?

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1 Reply 908 Views

1 Reply

908 Views

How much can me and my wife contribute to a Roth IRA if my wife also belongs to a 403b plan at work

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1 Reply 1166 Views

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1166 Views

Iowa pension exclusion?

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1 Reply 1902 Views

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1902 Views

Should I claim my deceased sibling's SSA-1099 amount on my return when it was paid to me even though it has his social security number?

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1 Reply 1041 Views

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1041 Views

How do I send my 1099 int; 1099- R; 1099-G; and SSA-1098 forms when I E-file

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1 Reply 859 Views

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I have an annuity, I'm NOT retired. I withdrew/sold the "Free Withdrawal Amount" from the Annuity. Do I need the Primeir version of TurboTax for that?

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1 Reply 738 Views

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738 Views

Can a SEP IRA transfer to a Traditional IRA be an excess or otherwise disallowed contribution?

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1 Reply 1286 Views

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1286 Views

"I borrowed 30,000 from my IRA and returned 20,000 within 60 days. How do I enter form 5498, I should not pay tax on the 20,000"

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3 Replies 1216 Views

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1216 Views

How do I get MA state software (with TurboTax Deluxe for Mac) to exempt out-of-state pension distribution? (It was 403b pension money previously rolled over to an IRA.)

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13 Replies 3382 Views

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I receive monthly retirement payments do i have to say what i did with the money

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How to report data in Box 1g for 1099-B?

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2 Replies 10953 Views

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10953 Views

Does Turbo Tax calculate Social Security tax liability?

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1 Reply 4482 Views

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4482 Views

Why are the dates listed as 2016 and 2017 when I am at the page titled "Enter Business Income Not Reported on 1099"?

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2 Replies 1084 Views

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1084 Views

Is Keogh (HR 10) Plan distribution & account balance info reportable on Form 8606 along with IRA info on lines 6 & 7?

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1 Reply 1456 Views

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1456 Views

If my taxable income is 0 how can i owe 59 in federal taxes

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3 Replies 1259 Views

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Do both long-term and short-term capital gains count toward the income limit for being able to contribute to a Roth IRA?

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1 Reply 9101 Views

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9101 Views

My husband is retired & working he is collecting Social Security for retirement, how do I answer ? asking what he does for a living? Do I input retired or working Sales?

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1 Reply 904 Views

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904 Views

I over contributed to my 401k

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1 Reply 1328 Views

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1328 Views

How do I report my deceased dad's 1099R on my mom's single return?

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1 Reply 984 Views

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984 Views

How to report 401k excess deferral refund when the provider levies a fee?

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1 Reply 1080 Views

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1080 Views

I can't enter more than one 1099 R pensions with different codes from the same company. My spouse passed away this year and it is a joint return.

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1 Reply 966 Views

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966 Views

What amount of the US savings bond interest should I enter? is the form 8815 amount or as reported on 1099?

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1 Reply 807 Views

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807 Views

If 1099-R shows "2" in box 7 and IRA/SEP/SIMPLE box unchecked, what should you enter in 1040 line 16a and 16b?

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3 Replies 1643 Views

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Why didn't i have California state taxes deducted from a 401K distribution? Federal taxes were deducted, but not state.

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1 Reply 961 Views

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961 Views

If we have to pay penalty for early IRA withdrawal, how can I get it back if she is considered disabled later this year?

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1 Reply 796 Views

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796 Views

Where do I enter I receive a Public Pension versus a Private?

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1 Reply 853 Views

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853 Views

Is my Civil Service Retirement pension taxable in Missouri?

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1 Reply 7088 Views

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7088 Views

1099-R show code Q; however, distribution is included in income. Should this Roth not be tax exempt?

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1 Reply 12323 Views

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12323 Views

I inherited accounts from husband. The brokerage firm told me distribution wasn't taxable BUT 1099-R has 2b checked "tax amount not determined." What do I do?

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7 Replies 2096 Views

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2096 Views

Should I report a pension plan payout as an RMD?

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3 Replies 1289 Views

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1289 Views

Do my husband (73) and I (72) have to list Roth IRA contributions before 2016 even though we’ve been retired since 2009 and haven’t contributed to them since 2009?

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1 Reply 654 Views

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654 Views

I was informed by my former employer of an excess contribution to my 401K when I retired in 09. I withdrew the excess and earnings in 2016. What must I report to the IRS?

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1 Reply 1083 Views

1 Reply

1083 Views

Is settlement from a life insurance lawsuit taxable?

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7 Replies 4244 Views

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4244 Views

Spousal IRA revisited

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16 Replies 3527 Views

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Is 401k early distribution due to medical expenses taxable in both federal and state?

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Which state do i pay taxes to if i receive a retirement from one and live in another

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I am completing the insolvency worksheet, It asks for interest in a pension plan and interest in a 401K. What is it and how is it calculated?

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Do you have a TurboTax Online account?

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