Retirement Tax Tips and Answers | TurboTax® Support

Can I deduct my IRA contribution if it came from a previous employer pension account?

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I am being told CHET amount is too large. What is the maximum I can put in? I actually contributed $10,500 in total. thank you

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Enter the number of exemptions you didn’t claim on your 2016 federal return for one of the following reasons:

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At age 55, if you leave your job, you don't pay a penalty to take out money from your 401k right?

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After I entered the taxable amount from a 1099R form, TurboTax displayed a message that said, "Good News: You don't owe extra tax on this money; however the (in progress) running total went up $2,800...

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I just received form 5498-SA with a gross distribution of 462.87. How should I handle this now that I've already filed?

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Have a question regarding, CSA 1099R, block # 7. The 1099R received indicates Distribution code as

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How do I enter my railroad retirement income

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No Roth IRA--how do I get my 1099-R,s entered

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I turned 70 1/2 in 2016. I withdrew more than required for my RMD in 2016. Can I use the difference as part of my RMD in 2017?

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I do not have a 1099 for my direct sales business, and total commission earned was 562.44. Turbo tax is showing that I need to review the 1099 and enter in an EIN number.

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What is the minimum income that a 1099 business has to make to be required to file taxes?

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Can I contribute to a ROTH IRA if my w2 income is 195,000?

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I'm being asked "Do you have Medicare?" I PAY into medicare, but I don't use any of the benefits (not even close to retirement). Do I put "yes" or "no" when TurboTax asks for this?

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Does SSA-1099 go as income?

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We own 2 houses one in Texas which is up for sale and bought a house in new mexico last july, we are retired and withdrew moneys to payoff both houses...tax break?

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1099-R Question. My wife took out money from her IRA, she used this money to help pay for her sister's medical bills (not deductible) Her sister passed away and we used money to help pay for the funer...

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Are state retirement benefits considered making money in another state?

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We contribute in Oregon College Plan for our son where are we going to enter it

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We took an early withdrawal from TSP and withheld 10% so we wouldn't be losing when we files taxes. After filling in info it took another $600 from us?? Am I doing it wro

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If I make 19872.00 from social security, 554.00 from pension and 154.00 from a small part time job do I need to file

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Can I claim Public Safety employment if my late husband retired from law enforcement? I am receiving benefits from his retirement.

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HOW I FILE 1099R

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Where do I enter 1099-Q?

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I withdrew my 401k due to separation from employer and i needed the funds to pay my bills for the next few months. Can i claim a certain amount under "other reason"?

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On the money I withdrew from my IRA in june I was charged 25% in taxes and then authorized prudential to take the extra 10% cause I am under the age of 59 so why do I owe

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Not sure if i need to put my 1099-R information in

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WHAT IS THE TRADITIONAL IRA LIMIT FOR 2016 FOR A NON-WORKING SPOUSE?

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Mellon 1099-r there is no box 12a

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I have a second w-2 from the post office with an amount in box 12a code L it says to include the form with my federal return

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If I am 100% disabled by VA standards, can I withdraw money from an IRS without paying the 10% penalty?

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I took out money from my IRA account and used it to purchased a mobile home. Can this amount be written off to avoid penalty for early withdraw?

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I am 60 and my wife is 51. We both work. What is our maximum deduction/contribution to a 401K plan?

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I don't see Social Security or Medicare tax included in my federal taxes paid. How is this factored in when calculating my tax still due?

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Do I need to report a w 2 for which the income is not taxable

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I get a retirement pension each month. What do I put where it says "Equal Periodic Payments?"

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THAT ONE 1099 R FROM STATE STREET FOR Sharon WAS A DIRECT ROLLOVER I THINK IT SHOWS INCOME

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I heard that Michigan does not require me to pay taxes on a benefits received from a retirement plan if it is from a private college. Is this true?

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I received an old 1099-r from 2014 where do i enter that for this year?

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If I still have a SEP IRA, but have not been self-employed since 2002, may I still contribute to my SEP IRA and deduct the contributions?

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My son cashed in a retirement plan but his name doesn't appear on your form for a 1099-R. Where do I put it?

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I thought that any money earned in my 66 yr. was without any federal tax ? Wht don't I get all my deducted taxes back?

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IRA Contribution and deduction

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I have a Form 1099-G and a Form 3922 I have not entered yet?

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I just got another 1099

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How do i file 1099 G from previous years?

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Normal retirement age for a golden 80 retiree, if it is a normal industry retirement age, can it be less than 59 1/2 age to avoid the 10% early withdrawal penalty

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Do I enter my bi-weekly contributions to my SIMPLE IRA anywhere in Deductions & Credits?

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I need to add income earned for 2016 but can not get back to screen to do this. please help

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I have a 1099-R where I rolled over to an IRA is this counted as income?

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What is a 1099-R?

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Can a contribution to my retirement account offset the federal tax due?

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Wife retired no more W2 only 1099's can't get past where asks for info for W2 from State. have 1099 from public employee retirement system

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Where do i put my roth account info

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1099-LTC information

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On my husband and my SSA-1099 we each had to repay money to social security. I am not sure which box to put in for our income box 3 or box 5.

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If your only income is Social Security Benefits can you claim your child as a dependent?

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Do i claim the kids ssa-1099 ?

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Became disabled and withdrew 401k

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My son is 18 and will file taxes for the first time he has an UTMA acct that we started for him and received a 1099, will he need to include this when he files his W-2's?

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Need to report 1099R. How do I enter this on the federal form.

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I REC'D A 1099R, THEN I REC'D A 1099R DUP. I THINK I SHOULD USE THE DUP. OM MY TAXES, IS THAT CORRECT?

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I can't find where my spouse's contribution to traditional IRA is in his yearly statement

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Total you can put in an IRA per year

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I'm helping my daughter with her taxes (first time). She earned a small amount from a part time job, but also has a 1099 DIV (again small amount). Can she use 1040 EZ?

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Do I have to file Social Security Benefits that children receive as a form of child support?

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1099-R shows a rollover to an IRA. Is an IRA a designated plan?

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My husband inherited part of his mothers 401K when she died in July. She was 78 so there as a RMD amount that was paid to us. Is that taxable?

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When I'm putting the gross distribution from 1099-R in do I add in the amount (RMD) from the Thrift Saving Plan?

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We have military retirement pay that is not taxable in our state, do I take it out under other subtractions for Kentucky

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Where to enter Roth IRA contributions

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I have a 401k through my job, is this the same as an IRA?

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Withdrawal from Roth to pay for college expenses.

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Am I able to transfer my pension to a living trust? If so, Is this still taxable income when I file taxes?

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I made an early withdrawal of my IRA in 2016, but have permanently moved to my home country (Indonesia) in 2015. Should I prepare any state tax return for 2016?

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Last year I didn't claim a 1099-R and I owe the IRS $4,390.27 will they take this out of my refund. is there a place to put this on this years tax form?

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I have a traditional IRA with Vanguard. I have not received the tax form yet. I've started the process of filing my taxes. Can the information be saved ?

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Where do 1099-Q distributions get reported?

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I have an IRA and health insurance through my employer. I have a 5498 IRA form, but wasn't prompted to enter that info. anywhere so far. When is my IRA factored in?

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Out of state income, IRA,

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1099-G CORRECTED

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The system did not ask for RRB-1099R.....Why?

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I have filed my federal income taxes but just found out I have more income to enter

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Where would I enter my 1099-R

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On my W-2, the box 14 is titled Other and underneath it has (c) RET. $2,136.18. Which is my retirement contributions. How do I enter this into my return?

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Received a 1099-g form for overpayment in 2016. Where and how do I enter this information

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I need to amend my 2015 return because I entered my 401K contribution as an IRA contribution and its showing up that I over paid on the 2016 return. How do I fix this?

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Upon entering the data from my company Pension Form 1099-R, why am I getting a directive to enter an RMD amount?

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Where can I add 1099-R that I got back

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I forgot to include a 1099R form when doing my taxes. There is no taxable amount . Should I amend my taxes?

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How to enter social security on my turbo tax form

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My Grandson lives with me and he receives social security. Do I add his yearly total to my income. It comes to me for him.

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I received 3 1099R forms from the payer. Can I add the amounts up and put them on my tax return or do I have do each one separately?

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Has the 10% penalty I have to pay for taking my retirement money early been deducted from my tax return?

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On our tax return for 2015 form 1040 line 9 our accountant last year put a $12,000 married jointly deduction. Where on the turbo tax form do i enter this?

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DO I CLAIM MY CHILDRENS SOCIAL SECURITY BENEFITS?

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1099-R income tax withheld

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I transferred money from a State IRA account but rolled it over to an account with Edward Jones. Do I report any income off of this money?

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Cannot enter 2nd digit of gross distribution box, cannot enter area code numbers for telephone

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My sone received a 1099-Q and a 1098-T. Since he is my dependent, I entered info for the 1099-Q and 1098-T on my return. Does he enter same amounts on his return?

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I took an early retirement from the State of Michigan that was offered in 2010 (I was 54). So, do I check the Qualified government or public pension for the distribution or Pension/IRA distribution??

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We have received 2 1099-C forms do we combine the debt together on the same form or fill out 2 different forms?

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What kind of retirement income do you have from Pennsylvania?

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I have $6000.00 dollars of income from taking care of my father. we need to claim it as income and do not have a 1099 for it. Received as monthly cash payment.

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Where do I enter wifes ssa 1099

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Does withdrawing IRA to pay off credit card debt qualify for less of a penalty ?

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PAYCHEX RETIREMENT SERIVCES Is this 1099-R reporting a rollover of funds from a 401(k), 403(b), or governmental 457(b) plan to a designated Roth 401(k) or Roth 403(b) pla

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I paid my Medicare part D separately and it was not deducted from my social security statment. Do I e4nter that amount in the line for Part D decuction

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I only see one amount listed on the 1099-R 2a. Should I assume no capitol gains?

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My dependent is 21, disabled, and receives a child benefit from his fathers SSDI claim. He received $5,484.00 in 2016. Where do I enter my sons SSA-1099? in child depend

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Where do I enter my 1099-R on my form

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What is a qualified retirement pan

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Can I get a tax break from buying my insulin pump in 2016

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I received 1099-r direct rollover to employer, can I wait to amend taxes later since it will not affect my tax return?

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How can i dipute a 1099-c

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Entering 1099 and w-2

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Voluntarily left job and took 401k money do I still get taxed extra? Count as early widthdrawl?

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I see that contributing to my Traditional IRA does not help me reduce my Gross Adjusted Mean Income. We need to make less than $118,000. Correct?

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How do i file 1099-r

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Roth IRA recharacterized money not counted correctly

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Why am i paying tax on my 401 when i was taked when i took it out of the account

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Where do I enter dependents ssa 1099 forms?

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Accidentally added W-2 for husband when actually a 1099-R.

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We are a married couple with 2 kids....We made $151,971 gross in 2016...This is $71 over 25% tax bracket and bumps us into the 28% bracket. Will a $100 401k contribution bump us back down to 25% brack...

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Hi...I have to mail in my state (IL) income tax return, and it's asking me to include my W2s and 1099. Is it asking for the original version to be sent or a copy ok?

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Form 1099R box 9a

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My husband had a 401k but did not take it out. they are asking us what we did with it.

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Can I claim my mother who only receives social security disability and lives with me full time?

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I don't know if I ever had a Lump sum distribution from social security, if I did it would have been around 2004 0r 2005...

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Use of IRA to supplement income while on disability

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If I already entered and sent my taxes out, but recieved a week later my 1099-R how does this impact me?

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I got 2 1099-R forms for a rollover from former employer's 403(b) account that went into new employer's 403(b). Do i need to claim this as income?

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Is state retirement taxable

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Whats the deadline for a business to send out 1099 to me?

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Do I need to enter a 1099-R for a direct 401(k) rollover?

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My 401k contribution is shown on box 12 with an AA

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Where do i put in my contributions to my 401k?

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I have proof that I paid tuition with my IRA withdraw. Do I need to furnish that proof?

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I received a form in the mail stating "overpayment" for 2015 and the form takes place of the 1099-g/1099-int. Help?

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401k loan payback post tax

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IRA early withdrawal for first time home buyer

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Contributions to IRA, Do I consider my 3% contribution only OR must I include my employers match as well?

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My minor son receives Social Security Disability, do I have to claim that?

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Where do i enter my interest in to my taxes from retirement account Statement?

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My wife had a part time job and didnt make but 495.00 for the year, do we have to claim it

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I have retirement from the state of Alabama and draw Social Security Disability. Am I taxed on both?

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We have filed our taxes but I noticed my contributions to 401K plan was not listed. Would this make a different with my refund?

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Can I deduct losses from a traditional IRA?

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