Retirement Tax Tips and Answers | TurboTax® Support

If I pull money from my 401k to pay for my childs college, what will i need to file on my taxes in 2025?

by Latest post by

4 Replies 3122 Views

4 Replies

3122 Views

What do I do if I don’t have my spouses social security number?

by Latest post by

2 Replies 4150 Views

2 Replies

4150 Views

what percentage of tax should I pay for an early IRA withdrawal?

by on Latest post on by

5 Replies 1111 Views

5 Replies

1111 Views

When does the 6,000 dollar additional benefit get subtracted, before you determine what percentage of benefit is taxable or after?

by on Latest post on by

4 Replies 935 Views

4 Replies

935 Views

From January to June 2025, I contributed 7% of my income to Roth TSP and 4% to Traditional TSP. For July 2025, I switched to 11% Roth. How to adjust my withholding?

by on Latest post on by

1 Reply 3894 Views

1 Reply

3894 Views

are social security benefit payments treated as taxable income for a us citizen living permanently in the uk ?

by on Latest post on by

3 Replies 2344 Views

3 Replies

2344 Views

Can I deduct taxes on money that is gifted to family members?

by on Latest post on by

2 Replies 4104 Views

2 Replies

4104 Views

I’ve been on SSDI for over 18 years & I’m being asked about a Drs info… I don’t recall the info needed. I’m trying to fill out the schedule H form. What should I do now?

by on Latest post on by

4 Replies 1366 Views

4 Replies

1366 Views

How do I calculate value for box 6b when I only have boxes 2b, 4a, 4b, 5b and 6a filled in?

by on Latest post on by

1 Reply 867 Views

1 Reply

867 Views

TurboTax took out 279 from my federal account, but they also just took out from my banking account. Was the money denied for my federal account for them to take out

by on Latest post on by

1 Reply 1513 Views

1 Reply

1513 Views

Will firing a joint return hurt my wife's social security disability

by on Latest post on by

1 Reply 3459 Views

1 Reply

3459 Views

The letter from the Social Security Administration doesn’t include the TIN number. Does anyone know what that might be?

by on Latest post on by

1 Reply 3278 Views

1 Reply

3278 Views

can i enter my days worked as a law enforcement officer on my return?

by on Latest post on by

1 Reply 2181 Views

1 Reply

2181 Views

I call fidelity they said I did not have a 1099R. But it keep asking that question

by on Latest post on by

1 Reply 2522 Views

1 Reply

2522 Views

Where do I add the benefits received from a long term care plan they are on form 1099-ltc

by on Latest post on by

1 Reply 1374 Views

1 Reply

1374 Views

Can you tell me where I can enter my IRA rollover in TurboTax?

by on Latest post on by

4 Replies 1206 Views

4 Replies

1206 Views

Where is the IRS chat bot that they direct me to use after saying I am not eligible for a payment plan?

by on Latest post on by

1 Reply 304 Views

1 Reply

304 Views

I have 2 1099R forms code 7 that have blank line 16, and 1 code 4 that has a blank line 16, and turbo tax wont accept it. Please help

by on Latest post on by

1 Reply 716 Views

1 Reply

716 Views

Should they ask about my 2023 social security lump sum when I already filed for it?

by on Latest post on by

1 Reply 269 Views

1 Reply

269 Views

How do you include a University Athletics Booster Contribution?

by on Latest post on by

1 Reply 264 Views

1 Reply

264 Views

I am an American living overseas and emptied out my 401k in 2024. I received form 1042-S, income code 15. How should I enter the info in turbotax?

by on Latest post on by

1 Reply 1306 Views

1 Reply

1306 Views

Where can I find the plan cost at annuity starting date for a pension? Form 1099-R does not show this information.

by on Latest post on by

1 Reply 1242 Views

1 Reply

1242 Views

My daughter goes to school in Canada and their zip code is letternumberletter numberletternumber. The MI State form only allows numerical numbers. What can I enter?

by on Latest post on by

1 Reply 502 Views

1 Reply

502 Views

can i make any deductions on local pa income taxes on a 1099-r form for early withdraw of 401k?

by on Latest post on by

1 Reply 524 Views

1 Reply

524 Views

How do I amend my tax return to add Social Security Benefits from a form SSA-1099-R-OP1?

by on Latest post on by

1 Reply 431 Views

1 Reply

431 Views

My return is simple. Im single and do not have in 1099’s or anything complex. I have one source of income. Why does TurboTax (at check out) want to charge me for Delux.

by on Latest post on by

1 Reply 495 Views

1 Reply

495 Views

How do I add an inherited IRA distribution to my tax return?

by on Latest post on by

1 Reply 350 Views

1 Reply

350 Views

both of us are retired and get pensions, first time filing jointly but the system never asks for the other person's income data??

by on Latest post on by

2 Replies 689 Views

2 Replies

689 Views

Can we claim our monthly stipend/retirement money from our owned business as Miscellaneous income? We are retired and did not set up a pension plan.

by on Latest post on by

1 Reply 668 Views

1 Reply

668 Views

Do I have to add Roxanne’s 1099

by on Latest post on by

2 Replies 183 Views

2 Replies

183 Views

Now a glitch where on same Turbo wrk format showing under revision 1099 R shows Cebu need to put Cebu zip code ! Has NV last residence ! Need help fix issues

by on Latest post on by

1 Reply 335 Views

1 Reply

335 Views

How do I fill out the hardship 401K withdrawal? Do I put the expenses as Distributions for eligible emergency expenses?

by on Latest post on by

1 Reply 694 Views

1 Reply

694 Views

I need to adjust the basis amount for an early distribution from 401k for my PA state taxes

by on

0 Replies 389 Views

0 Replies

389 Views

Do I have to claim social security payments for paying tax on them? I am unemployed 66 year and 7 months old and receive $3,567 per month for social security payments

by on Latest post on by

2 Replies 923 Views

2 Replies

923 Views

I have a 1099-NEC from a Volunteer Fire Department. What option do I select under the question: What type of income is on your 1099-NEC.

by on Latest post on by

3 Replies 734 Views

3 Replies

734 Views

If I don't have the information on a missed RMD, can I file now and revise later?

by on

0 Replies 182 Views

0 Replies

182 Views

I have a 199-R from my deceased Mother's pension is this considered a withdraw from a retirement plan?

by on Latest post on by

1 Reply 564 Views

1 Reply

564 Views

Calculate my RMD

by on Latest post on by

1 Reply 209 Views

1 Reply

209 Views

Why do I have to agree to the Early Refund Processing Service if I selected not to use it?

by on

0 Replies 405 Views

0 Replies

405 Views

My adult son is Autistic does that qualify as disabled in the Less common situations?

by on Latest post on by

1 Reply 369 Views

1 Reply

369 Views

can i finish my taxes but i never received a 1099 form id number 099 for or a tax

by on Latest post on by

1 Reply 361 Views

1 Reply

361 Views

My husband doesn’t qualify for public pension deduction on form M1M line 29.

by on Latest post on by

1 Reply 277 Views

1 Reply

277 Views

For strange reason I am Not sure why I am Not getting email codes !Thank you for answering on refund only 85 ! For AGI 1/2 SSA shouldn’t that be earned income

by on Latest post on by

1 Reply 265 Views

1 Reply

265 Views

care provider address does not allow for Armed Forces Pacific (AP) as an entry for state. Since it is a drop down box I cannot manually enter either.

by on

0 Replies 489 Views

0 Replies

489 Views

How do I respond to a question on Part 1 of my Mass state tax which says I should enter info on my federal return, concerning tax-exempt pension?

by on Latest post on by

1 Reply 725 Views

1 Reply

725 Views

Financial institution not listed for entering 1099-R. How can I enter my 1099-R information?

by on Latest post on by

1 Reply 271 Views

1 Reply

271 Views

RRB-1099-R has no BOX 12, however it does have a Box 11 labeled Medicare Premium TurboTax has a box 12 labeled Medicare Premium Total and is asking for a dollar amount

by on Latest post on by

5 Replies 1763 Views

5 Replies

1763 Views

Where is the question to mark yes for being deaf

by on Latest post on by

1 Reply 122 Views

1 Reply

122 Views

I only made $13113 SSA 1099 Plus 1099 R for IRA distro $850 Held $85 in taxes ! As Head of Household Standard deduction shows 16550 but I am only getting 85 !?

by on Latest post on by

3 Replies 573 Views

3 Replies

573 Views

For strange reason I am Not sure why I am Not getting email codes !Thank you for answering on refund only 85 ! For AGI 1/2 SSA shouldn’t that be earned income

by on Latest post on by

1 Reply 316 Views

1 Reply

316 Views

it is a retirement pension annuity so since they took out state tax, then is this then excludable?

by on Latest post on by

1 Reply 490 Views

1 Reply

490 Views

How do I find the COMMUNITY SERVICE CONTRIBUTION CREDIT Certificate Number?

by on Latest post on by

1 Reply 484 Views

1 Reply

484 Views

How do I report a retirement income from State of Wisconsin, and it is listed as a 1099-R form and i cannot find a place to put it . Can you help me?

by on Latest post on by

1 Reply 675 Views

1 Reply

675 Views

what box do i check on turbo tax if i have a simple ira

by on Latest post on by

1 Reply 315 Views

1 Reply

315 Views

Does us the value of your Roth IRA ? is this the amount i put in in 2024 of the value of the investment?

by on Latest post on by

1 Reply 310 Views

1 Reply

310 Views

As a federal retiree should my wifes' pension be exempt from NC state taxes due to the Bailey decision? She was employeed before 1989

by on Latest post on by

10 Replies 2011 Views

10 Replies

2011 Views

Why would NYS ask for our 1099's after they accepted our return?

by on Latest post on by

2 Replies 739 Views

2 Replies

739 Views

Do I have to file my state income even they are not taxable?

by on Latest post on by

2 Replies 605 Views

2 Replies

605 Views

where should I mentioned pension i receive in india

by on Latest post on by

1 Reply 365 Views

1 Reply

365 Views

Where on my return can I find out when state will withdraw payment for taxes owed

by on Latest post on by

1 Reply 410 Views

1 Reply

410 Views

Ho can I find state type code for Pennsylvania retirement distribution

by on Latest post on by

1 Reply 454 Views

1 Reply

454 Views

In what box do I put my social security and my church contributions total

by on Latest post on by

2 Replies 844 Views

2 Replies

844 Views

I can't find how and where to enter my military retirement pay even after turbo has sent me directions.

by on Latest post on by

2 Replies 875 Views

2 Replies

875 Views

Why is “New York Teachers’ Retirement System” tagged as an invalid name when I’m trying to enter information from my 1099-R?

by on Latest post on by

1 Reply 243 Views

1 Reply

243 Views

1099 R doesn't show NYS distribution of my Bene-IRA or my pension, creates error

by on Latest post on by

1 Reply 1608 Views

1 Reply

1608 Views

Can I tell go ahead and tell Turbo Tax the amount that should have been listed in Box 16 on a 1099-R form even though the amount was listed in Box 14?

by on Latest post on by

1 Reply 1052 Views

1 Reply

1052 Views

Is Woodmen Life Interest Accrued for 2024 taxable. We didn’t get 1099’s

by on Latest post on by

1 Reply 463 Views

1 Reply

463 Views

If you take a premature distribution from your Traditional IRA for child’s tuition, what is the process to ensure you do not get penalized for the early withdrawals?

by on Latest post on by

1 Reply 834 Views

1 Reply

834 Views

Can you help me get my history in any program that my wife got money from because she deceived me for more than 10 years and until now she has

by on Latest post on by

3 Replies 694 Views

3 Replies

694 Views

How do I add extra social security income

by on Latest post on by

1 Reply 268 Views

1 Reply

268 Views

Is the description in Box 14 USCOSR an additional retirement contribution? Or are these wages paid for a leave of absence?

by on Latest post on by

1 Reply 1652 Views

1 Reply

1652 Views

What does it mean when they ask about the retirement system being exempt amount or exempt percentage?

by on Latest post on by

1 Reply 465 Views

1 Reply

465 Views

Are the 1099 R form for the retirement and from the ameriprise the same as they are different numbers? I is stating that my balance is higher with the two

by on Latest post on by

1 Reply 421 Views

1 Reply

421 Views

if the amount on my 1099-R pension is incorrect. how do have the amount corrected?

by on Latest post on by

1 Reply 608 Views

1 Reply

608 Views

Employees Retirement System of Georgia that’s state tax exempt is being taxed by Turbo Tax! Why?

by on Latest post on by

4 Replies 1143 Views

4 Replies

1143 Views

My Statement of Annuity Paid form shows federal income tax withheld in Box 4, not 2. Is there a discrepancy.

by on Latest post on by

1 Reply 637 Views

1 Reply

637 Views

Is my pension from the Michigan Public School Employees Retirement System a 403b and is it subject to a required minimum distribution?

by on Latest post on by

1 Reply 1233 Views

1 Reply

1233 Views

I need to enter info from a 1099-NEC. My wife received a payment of $110 from a risk company due to her employer going bankrupt. How do we enter that info?

by on Latest post on by

1 Reply 797 Views

1 Reply

797 Views

should I list $$ compensated for building a house? He does not have a business per say. If so, where do I list this on the return?

by on Latest post on by

1 Reply 595 Views

1 Reply

595 Views

My Military Retired pay is 100 percent tax free in Kentucky, yet TurboTax says it is taxable, that is incorrect. How do I fix it in TurboTax's automated system?

by on Latest post on by

1 Reply 1909 Views

1 Reply

1909 Views

is money inherited from a CD taxable? where is that reported, what form??

by on Latest post on by

1 Reply 350 Views

1 Reply

350 Views

Withdrew money from TIAA-CREF and taxes were taken out. Where do I enter this in the form?

by on Latest post on by

1 Reply 358 Views

1 Reply

358 Views

State has requested extra doc for 1099 withholding, what does this mean? What docs do they need for verifying my taxes?

by on Latest post on by

1 Reply 655 Views

1 Reply

655 Views

is 1099-K same as 1099-NEC?

by on Latest post on by

1 Reply 261 Views

1 Reply

261 Views

My wife's mother passed away and my wife had a 1099-B sent to her for distribution to all the siblings. How do I include this in our taxes as the account is now closed?

by on Latest post on by

3 Replies 729 Views

3 Replies

729 Views

How do I reenter RMD info from a 1099-R?

by on Latest post on by

1 Reply 123 Views

1 Reply

123 Views

Can I still file under my llc if the 1099 is in ny personal name?

by on Latest post on by

1 Reply 686 Views

1 Reply

686 Views

On my state tax I put $12.97 online 3 online 13 and I think online 10 I don't know how to take it off could you help me

by on Latest post on by

3 Replies 519 Views

3 Replies

519 Views

Your company took money from my account. Could you please explain why you took money?

by on Latest post on by

1 Reply 326 Views

1 Reply

326 Views

BNY Mellon Disbursement does not appear on Turbo Tax for my 1099 R entry. Should I use just the BNY that comes up on turbotax

by on Latest post on by

1 Reply 463 Views

1 Reply

463 Views

Does being terminated qualify as loss of livelihood for tax exemption for 1099-R distribution?

by on Latest post on by

1 Reply 1439 Views

1 Reply

1439 Views

retirement distributions for eligible emergency expenses. Does a foreclosure or reposesión of an auto count.

by on Latest post on by

1 Reply 503 Views

1 Reply

503 Views

May I use as a IRA distribution? $3100 for expenses during 3 mo. FMLA/rcvd Short term disability 1 month and not enough money to pay bills including mortgage.

by on Latest post on by

2 Replies 1112 Views

2 Replies

1112 Views

the program does not let enter 1099-R income, it goes directly to investment income.

by on Latest post on by

2 Replies 513 Views

2 Replies

513 Views

1099R for a nonqualified account. Choices are for 403b or other qualified plan. Neither choice fits. How do I respond?

by on Latest post on by

1 Reply 608 Views

1 Reply

608 Views

I said I had a home when I should have marked that I live in a retirement community. Where is the question on the tax return I am filling out?

by on

0 Replies 619 Views

0 Replies

619 Views

Turbo tax took to much money

by on Latest post on by

1 Reply 273 Views

1 Reply

273 Views

cani ignore 1099-R box 4 instructions say attach copy B. I do not have an e copy

by on Latest post on by

2 Replies 547 Views

2 Replies

547 Views

Can I write in EXEMPT in box 14 on the 1099-R form on this site?It is written in on my form but won't let me on the computer fill it in. It is asking for dollar amount

by on Latest post on by

4 Replies 1892 Views

4 Replies

1892 Views

Why did my payment go up when I entered my 1099-R? I already had taxes taken out when it was distributed.

by on Latest post on by

2 Replies 1612 Views

2 Replies

1612 Views

Why , as a retired person and having donated everything I own, mostly new items 12,000 dollars , do I owe on my pension which is not much money?

by on Latest post on by

3 Replies 4619 Views

3 Replies

4619 Views

Our social security numbers are correct but Turbotax disagrees

by on

0 Replies 9303 Views

0 Replies

9303 Views

I have filed with turbo tax. I didn't have any deduction. Received all my taxes back. This year I had no taxes taken out of my IRA. Do I have t

by on Latest post on by

2 Replies 8397 Views

2 Replies

8397 Views

I do not have my 1099-R form or my SSA 1099. What is the easiest way to get them to do my taxes? Will I go past the extension date?

by on Latest post on by

3 Replies 4209 Views

3 Replies

4209 Views

What is the impact on my 2024 taxes for taking a 59 1/2 withdrawal of 100K from my 401K?

by on Latest post on by

1 Reply 3579 Views

1 Reply

3579 Views

How do you enter an IRA rollover if the company did not provide a 1099-R form?

by on Latest post on by

1 Reply 6604 Views

1 Reply

6604 Views

How do I file just the 1099 G if I already filed my taxes and just got the 1099 today

by on Latest post on by

1 Reply 11562 Views

1 Reply

11562 Views

I don't have a 1099-R this year but it is asking for one

by on Latest post on by

2 Replies 3413 Views

2 Replies

3413 Views

My social security is in the wrong spot How do I fix it on your site?

by on Latest post on by

2 Replies 6084 Views

2 Replies

6084 Views

Where do I enter inherited ira ?

by on Latest post on by

1 Reply 5062 Views

1 Reply

5062 Views

Hello, i accidentally rolled over a pre-tax part of my Roth401k ( employer match) into my Roth IRA. Can I take from Roth IRA and invest in trad. IRA for tax break?

by on Latest post on by

6 Replies 16287 Views

6 Replies

16287 Views

Is there no way in Turbotax to estimate my taxes for 2024 related to possible retirement senarios?

by on Latest post on by

5 Replies 11221 Views

5 Replies

11221 Views

Why is turbotax showing taxes due on my retirement account in PA?

by on Latest post on by

3 Replies 17793 Views

3 Replies

17793 Views

Can I draw money out of an inherited it’s more than once a year!

by on Latest post on by

1 Reply 4067 Views

1 Reply

4067 Views

Paying for higher education costs with IRA Rollover funds and claiming exemption for early withdrawal. Do you do that in the year you file your taxes?

by on Latest post on by

2 Replies 15054 Views

2 Replies

15054 Views

How do I know I contributed to much to a Roth 401 and how do I withdraw the excess of so?

by on Latest post on by

4 Replies 1350 Views

4 Replies

1350 Views

How do I take where I put that on a house?I found out it's still in my mom's name.So I have to take out the tax form

by on Latest post on by

1 Reply 4881 Views

1 Reply

4881 Views

Backdoor Roth conversion distribution

by on Latest post on by

1 Reply 7503 Views

1 Reply

7503 Views

PRUDENTIAL cannot provide my 1099R for my retirement annuity. I need to know how much penalty I will pay in addition to the taxes!!

by on Latest post on by

2 Replies 11906 Views

2 Replies

11906 Views

Is T2T and DAV contributions deductible?

by on Latest post on by

4 Replies 10782 Views

4 Replies

10782 Views

Did I file my 1099 on here?

by on Latest post on by

1 Reply 1703 Views

1 Reply

1703 Views

I have a 1099-C from Wells Fargo installation of dates how do I apply to my tax info

by on Latest post on by

1 Reply 21545 Views

1 Reply

21545 Views

Why did they not withdrawal my state tax yet? Please advise

by on Latest post on by

2 Replies 2267 Views

2 Replies

2267 Views

I took an IRA withdrawal to be place back in the IRA within 60 days to avoid a taxable event. Does IRA qualified funds to beplaced in the same IRA or just an IRA product?

by on Latest post on by

2 Replies 7807 Views

2 Replies

7807 Views

I received a 1099-R for a 401k rollover. Do I need to report this still? Are they counting it as income?

by on Latest post on by

6 Replies 16885 Views

6 Replies

16885 Views

It’s not letting me add my wife’s social when I go in to edit her information. There is no where to add it. How do I fix this?

by on Latest post on by

1 Reply 4039 Views

1 Reply

4039 Views

What do I do if I didn't report my overcontribution to my 401k before april 15?

by on Latest post on by

3 Replies 5351 Views

3 Replies

5351 Views

If we haven’t taken any money out of IRA account, we don’t need the value, only the contribution amount correct?

by on Latest post on by

2 Replies 15395 Views

2 Replies

15395 Views

If I didn't get a 1099 from an employer and did not file will I still get my tax refund?

by on Latest post on by

2 Replies 8072 Views

2 Replies

8072 Views

What taxes I have to pay in MA statewhere I live since last year, if I getting SSA pension and New york City teacher retiremnt system pension?

by on Latest post on by

1 Reply 2171 Views

1 Reply

2171 Views

When I keep putting in my birthday and social security data it keeps denying it

by on Latest post on by

1 Reply 4779 Views

1 Reply

4779 Views

Why is the subtraction adjustment not carrying over properly from last year?there is a slight increase of income from SS and retirement. NYS taxable is no longer $0.

by on Latest post on by

1 Reply 4661 Views

1 Reply

4661 Views

Should railroad retirment taxes count as income taxes withheld?

by on Latest post on by

5 Replies 3039 Views

5 Replies

3039 Views

It’s saying I’m missing information of my 1099-NEC but I put the information in that’s on the paper

by on Latest post on by

1 Reply 832 Views

1 Reply

832 Views

Why do i owe so much in taxes this year? is it because im drawing social security and retirement?

by on Latest post on by

1 Reply 4410 Views

1 Reply

4410 Views

I have a 30,000 distribution on my taxes and that was not 2023, I have no 1299 and not sure whty this is listed in trubo tax

by on Latest post on by

1 Reply 1207 Views

1 Reply

1207 Views

My state taxes have still yet to be debited from my checking account but I believe I declared an auto withdrawal for a day or two ago. Should I be worried? What to do?

by on Latest post on by

1 Reply 3313 Views

1 Reply

3313 Views

Do I file military retirement as civil service

by on Latest post on by

1 Reply 3849 Views

1 Reply

3849 Views

Can you help me? I have not received 1099-r forms from OPM, Social Security and AFFINITY PLUS FEDERAL CRDDIT UNION.

by on Latest post on by

1 Reply 2730 Views

1 Reply

2730 Views

I thought once you were past retirement age you did not have to report you SSA benefits on your federal tax return?

by on Latest post on by

2 Replies 2866 Views

2 Replies

2866 Views

Do I claim my half of my ex-spouse's military retirement that he pays me directly in California?

by on Latest post on by

1 Reply 3013 Views

1 Reply

3013 Views

Is pension income in one state taxable by another state?

by on Latest post on by

1 Reply 3452 Views

1 Reply

3452 Views

HOW DOES THE FORM 5329 LINE 55 ADDITIONAL TAX FOR FORM 1040, LINE 8 GET ADDED TO TURBOTAX FILING?

by on Latest post on by

1 Reply 2471 Views

1 Reply

2471 Views

If my pension plan wrote a different state in box 15 than the one I live in, do I have to file a return in that state too?

by on Latest post on by

1 Reply 5434 Views

1 Reply

5434 Views

How do I fix the "issues" on my 1040? i.e. Line 9 - Total income has a zero value?

by on Latest post on by

1 Reply 1736 Views

1 Reply

1736 Views

None of my 401k companies are showing up in the search bar

by on Latest post on by

1 Reply 1002 Views

1 Reply

1002 Views

Where do I add my retirement amount

by on Latest post on by

1 Reply 792 Views

1 Reply

792 Views

I have money in my 401k going to something called Roth but it doesn't say IRA. What is it?

by on Latest post on by

1 Reply 1442 Views

1 Reply

1442 Views

What is the maximum contribution for those older than 50 years old for 403B 401K?

by on Latest post on by

1 Reply 3219 Views

1 Reply

3219 Views

My return is stopped because the program wants an 9nput for box 16, but my copy of the 1099-R does not have a box 16. WHAT CAN i DO?

by on Latest post on by

1 Reply 1409 Views

1 Reply

1409 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Live Deluxe Online