Retirement Tax Tips and Answers | TurboTax® Support

Question about Traditional and Roth IRA Contributions under Deductions and Credits

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What type of retirement plan does the Teacher's Retirement System of Louisiana use?

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My retirement income that I documented covered under the Bailey Act did not transfer as covered to my NC return. I had to pull up the state tax form & change it.

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which one to use for contributions box 12 has an a,b,c,d line, which do i use

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I contributed 299.28 / year for yeara toward my pension and GE says that amount is non taxable. TTX now says it is taxable just this year, but never before. What gives?

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Is the "Income Tax Adjustment" on my state filing asking for the box 17 amount from my W-2?

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I uploaded my 1099-DA and turbotax is asking for a checkbox on Form 8949 but I don't have a Form 8949, what do I do?

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How do I claim Pre-Payment to IRS on Roth Conversion using turbo tax

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I’m converting to Roth with some non-deductible contributions in 2025. Pro-rata rule should I use 12/31/24 balances or 12/31/25 ?

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How do I know if my retirement account is subject to a RMD

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How do I fill out the form for the Double-taxed income. I don't know which boxes to obtain the amounts

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How do I get turbotax to accept the name of the payer payer of my retirement payments?

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1099Q distribution states does not add up but it does?

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I have a solo 401k. In 2025 I made contributions of $23,500 (e'ee), a catch up of $7,500 & $46,500 (e'er profit sharing). TurboTax only allows $72,270, which is wrong.

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I gave $9,100 from my IRA to Charity. How do I enter this?

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How do I show that I'm withdrawing from Roth IRA early but only withdrawing contributions (not earnings) - therefore not taxable?

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keeps asking for canadian pension info don't have any

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Completing questions for lump sum Social Security for prior year it asks you twice at the end prior years filing status, Answering Joint each time you get an error.

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box 3 on my SSA-1099 has a notation "includes $1998.70 paid in 2025 for 2024. Do I subtract that from the total?

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Why does1040 showing a penalty for underpayment when I entered estimated tax payments, taxes withheld from my pension, taxes withheld from Social Security, &W2?

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I am filing mu ssa-1099 I don't have a ein number. I am trying my ss number or all 0's but it won't take it what do i do

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I took a distribution from my IRA at the end of 2025. I am paying it back within 60 days which means it is non-taxable. Where do I adjust my income on my 2025 return?

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I am trying to submit my tax return, but my spouse’s last name is longer than 20 characters, while TurboTax only allows 20 characters in the last name field.

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Can I ignore the annuity questions for my 401a plan in the 1099-R section?

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where to enter roth to ira conversion?

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TurboTax is not deducting 100% of my Civil Service retirement benefits in lieu of social security even though I selected Civil Service retirement deduction for the 1099R?

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12 Replies 506 Views

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should program show that IRA distribution was short by $445 when the total RMD was 256.56 and 68.19 was actually dispersed.

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Where do I enter 1099-R on my return?

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I am trying to put numbers in for my 1099R but it won't let me. Why?

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1 Reply 26 Views

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Why is Turbo Tax using an incorrect number for my RMD?

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is 2024 NY 1099-G refund amount taxable for 2025 or not taxable

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How/where do you document total RMD on 1040 when entire amount was taken from one of several accounts, and nothing was taken from the other accounts?

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When will you be able to down load Fidelity tax forms?

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If I pay the 6% penalty on my excess contribution to my IRAs this year and decrease my contributions so they are less than 7k next year, will I be in the clear?

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Do I include all my IRA contributions from the opening of my account when it asks "What were your total ROTH IRA contributions before 2025?

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Would my ability to get the senior bonus deduction be affected by doing a IRA rollover even though I didn't take any money out of my 401K? It isn't getting applied.

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What were your Roth IRA contributions prior to 2025?

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6 Replies 1398 Views

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I have a 1099-R that has a gross distribution of $.17. Turbo Tax won't let be proceed. What should I do?

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Can I edit the 1099-c worksheet

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Can not add the 1099-R's?

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When will Turbotax update their State of Wisconsin tax software in include the new (2025 tax year) and expanded retirement income exclusion for seniors?

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I took the require RMD but Turbo Tax has a tax on excess accumulations in retirement accounts what is this?

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I am trying to enter information for a backdoor Roth contribution. Searched help section but not helpful. Specifically, this setp "Step 2: Enter the conversion from a .."

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Why won't turbo allow me to box 15state drop down arrow to put name of state

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Where do I enter Withholding Tax from a 1099R?

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It appears that the online turbo tax is not calculating the social security taxable amount correctly for married filing jointly. How can I correct this?

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Anyone use Ninjatrader for future contracts. The 1099-B only lists total p/l. Any guidance on best way to move forward?

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I am required to file a form 5039 because I failed to take an RMD from an inherited IRA. Can I do that through turbotax's platform? I don't see any option to complete.

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We have sold our home and moved to a retirement community in Virginia. Do I need to claim this move?

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Does any have a problem with Missouri state tax not calculating the Pension exclusion?

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ill out 1099-B automatically

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where do I enter ira contribution

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I cannot enter the distribution amounts from my 1099-Q. There is an error that Box 1 must be the sum of Box 2 and Box 3 (which it is). Does anyone have a suggestion?

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how do I add my spouse"s SSA 1099 to the online form after mine was added?

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Working on the Iowa retirement income that is not reportable to Iowa doesn't populate the 1040 for Pensions or IRA Distributions any body else have this problem?

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My 2025 1099-Q form shows a $19000 distribution from my 529 account. How do I show on 1040 form that it was for a transfer directly into my granddaughter’s ABLE account?

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I received unemployment in 2025 and repaid it, but not until 2026. Do I enter that as 2025 benefits repaid?

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I'm asking 5 day early money transaction to be refunded.

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The "plan cost" information is not provided by my pension provider (the Wisconsin Retirement System). How do I answer the "Plan cost" question?

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Does anyone know how to fix an erroneous error for Canadian pension information? I do not have income from a Canadian source and did not enter a T4.

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11 Replies 716 Views

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Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an inaccurate taxable amount that does not match the CSA 1099R.

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Is there a problem with Online Deluxe properly handling Qualified Roth distributions as un-taxed?

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we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

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how do you add on form 5320T the explanation. When form on screen it will not save what I typed?

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My 1099-R has Box 1 with a gross distribution and a Box 2a with a taxable amount. Turbo tax only has 1 box to enter figure. Should't I use the taxable number?

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TT is asking me for a distribution code for HSA form 1099-sa. I did not receive any distributions. How do I proceed?

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how do i get tax breaks for my roth ira contributions

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How do i delete the additional medicare tax - form 8959 from my online return

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Last year I had a change in status to 'Retired'. I don't think I should owe a penalty for just $362 of underpayment?

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Married filing jointly, one spouse receives $20K for SSDI, total income together $60K. Do I enter $20K for disability benefits deduction on Ohio state tax return?

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1 Reply 768 Views

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The software is creating multiple 1099-B forms with 6 transactions on 1 and 23 on another. Also, 3 transaction that need to be on 1099-B are not included. Help!

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I'm trying to add multiple 1099-SA forms. Every time I try to add the second form, the details replace the first. I clearly see the [(+) Add] button on 1099-SA Summary

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Where is the $6,000 deduction for Seniors on Social Security?

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I need to enter a 1099-A form on my taxes where do i go when filing

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we closed our whole life ins policy that we opened 22 years ago. This was not through our work. Would that distribution amount be eligible for non taxable pensions?

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1 Reply 265 Views

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I cannot enter multiple 1099-SA forms from 1099-SA Summary page. When I do, the second entry overwrites the first entry. How do I enter multiple 1099-SA forms?

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I am trying to find the section to enter in a contribution to a SEP retirement plan. It is not coming up for me. How can I get there in the online version?

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How do I enter withdrawals from my retirement accounts by the quarter it was withdrawn?

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What can I do if state tax was withheld on a 1099-R form (box 14) but nothing is listed in box 16 (state distribution)? TT wants me to FIX IT.

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How do I do my 1099 and pay my federal and state taxes

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I have 2 savings accounts with a bank that sent 2 1099-INT forms. TurboTax recognizes only one of them. Do I enter total of box 1 on both forms in the Box 1 for Turbotax?

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why is Turbo Tax treating our 401k rollover to an IRA as income? because of this we don't qualify for the over 65 additional 12,000 deduction...

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What does “ Social Security and Medicare Tax On Tips Paid in 2025 for Tax Years 2024 and/or prior years.” mean?

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I am entering mine and my husband's 2025 Roth contribution and it decreases my refund. I'm not sure how or why this is happening.

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Uploading my 1099-DA turbotax turns it in to a 1099B. how can I correct this so its entered as correct form 1099-DA?

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How do I unlink the Line D link field in Form 1099-Q from a Qualified Education Expenses Worksheet? The "Review" keeps flagging this as an error. Thanks.

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where do i enter 1099 info

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What value goes in Annuity start date?

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I'm amending my 2024 returns because i over contributed to SEP IRA. I don't see the Form 5329 that computes my penalty when I view the amended returns.

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what should I do if my required annual distribution from IRA funds in hawaii came from my Hawaii state employees pension

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1 Reply 114 Views

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I have a 1099-R through DFAS that I need to add to yearly income. How can I do this?

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I had a rollover of an OLD Roth IRA from one institution to another. But Turbo Tax is telling me based on Box 7 (J) that I owe taxes on this rollover. It was never cashed

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1 Reply 210 Views

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What is an annuity start date?

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1 Reply 38 Views

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I had a rollover of an OLD Roth IRA from one institution to another. But Turbo Tax is telling me based on Box 7 (J) that I owe taxes on this rollover. It was never cashed

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1 Reply 243 Views

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How do I showvthat i did not take the required RMD

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1 Reply 29 Views

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I have a 1099-NEC form, they are asking for Schedule F but on the form it doesn't have it. What should I enter?

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1 Reply 55 Views

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On my 1099-G TurboTax made an error & says that box 2 of $7,438.60 plus box 3 of $11,030.70 does not equal my box 1 of $18,469.30. How do I get Intuit to fix this?

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REGULAR RETIREMENT INCOME DOES NOT REQUIRE ANY RMD ?

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1 Reply 101 Views

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rmd penalty for not taking enough out.

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1 Reply 24 Views

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I manually changed Box 1 of my brokerage 2025 Fm 1099-R, Box-1 from $550 to $12,550. Distributions made: (a) $550 to my bank, and $12,000 to a QTC. Why not the brokerage?

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1 Reply 68 Views

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I transferred an Annuity to another institution. I received a 1099R. Where do I show on TurboTax so it is not shown as taxable?

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1 Reply 149 Views

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How to enter excess contributions to Coverdell ESA on form 5329 using TurboTax 2025? "Additional Tax Payments" does not allow for this additional tax.

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I received a 1099 – R from my bank for interest earned but it does not have box 15 marked. No state is mentioned. But TurboTax won't let me file my return without it.

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I am trying to complete the final review of all my entered information and it is asking me to review the Canada Pension section. This does not apply to me and can't skip.

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34 Replies 3545 Views

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I'm a retired Public Safety Officer in Ohio. Turbotax asked this question and I replied "YES" but it did not put a checkmark on form 1040 line 5c2. Wha should I do?

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1 Reply 109 Views

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How do I declare donations to biolife when they openly declare they don't send out 1099's but they submit them to the government?

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1 Reply 90 Views

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I can't find where to enter 529 contributions (deductible in my state). I did this in previous years easily. TT says it will prompt me but it's missing this year

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How do I add an additional SSA 1099?

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1 Reply 27 Views

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How do I include two 1099-R tax statement to file on my taxes . I already paid them upon withdraw 401k and the profit sharing from my job

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1 Reply 106 Views

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In completing my state return, the software says I didn't report any IRA income in 2024, which is absurd. It allows no edits. What's going on - how do I verify my data?

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0 Replies 114 Views

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I made a Colorado state tax payment in 2025 FOR the 2025 tax year (when I did a ROTH conversion). Where do I enter this amount?

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Please allow me to download from Boeing my tax information ie W-2 and 1099R

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1 Reply 69 Views

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During entry of my NY state 1099-R pension data, I'm asked for annuity information on the account. Is this an error?

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After age 70, can't you us permanent disability retirement benefits?

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1 Reply 49 Views

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How do you determine how much you can contribue to an IRA? Over 55 with income $114K

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1 Reply 31 Views

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Where can we enter 1099-G forms for MA PFML benefits? The TurboTax online software backs us out when trying to enter it.

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2 Replies 371 Views

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How does the calculation for military and civil service retirement on the State of Ohio tax form get computed?

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1 Reply 104 Views

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How do I indicate that my pension distribution falls within NYS pension exclusion?

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1 Reply 122 Views

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I have 1099-R distribution with federal and state tax withheld. Where does this get reported on my 1040-SR in Turbo Tax?

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1 Reply 138 Views

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Why am I being taxed on IRA distribution when I did not withdrawl?

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1 Reply 319 Views

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Turbotax is asking me a lot of questions about the previous years taxable portion of my TRS pension that it should already know from prior years. Help!!

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Why is TT routing me to a Canadian Pension screen?

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8 Replies 800 Views

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800 Views

Divorce was completed in tax year 2024. I was awarded IRA distribution but it was not completed until tax year 2025. When i enter the 1099-r nowhere to designate

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How do I download Jan's SSA-1099 on line?

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1 Reply 45 Views

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when adjustment is made to add an additonal 1099? Please advise via email [PII Removed]

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1 Reply 76 Views

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Is an amount paid in 2025 for 2024 shown at the bottom of the Description of Amount in Box 3 a lump sum payment?

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1 Reply 54 Views

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on face of form 1040-SR there is a box to check if home was in U.S. more that half of 2025. Where can I get turbo tax to check this box?

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1 Reply 82 Views

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Why are apps following my past?

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1 Reply 68 Views

1 Reply

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Cannot include an explanation statement for form 5329. The Quickzoom launches a statement, but I am not allowed to type (get red font that disappears)

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5 Replies 700 Views

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700 Views

Can I get help? TT won't let me enter 2 1099-SA- I enter one and then when I enter the other, it overwrites the first one. Is this a software problem?

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9 Replies 277 Views

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I need to fix my federal return it says on the 1099-Q "Line D link field shold not be linked to a Qualified Education . .. since the designated beneficiary is not someon

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1 Reply 233 Views

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Why won't Turbo Tax pick up my roth IRA conversion?

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0 Replies 56 Views

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I can't get the online version to prompt me about a missed RMD, and I can't add it under other tax situations. How do I get to form 5329?

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7 Replies 850 Views

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Under Wages and Income/Retirement Distributions (1099-R)/Where is your distribution from? - there is no Circle to select next to "New York State and City Education"

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7 Replies 692 Views

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how do you correct line 5b in 1040-SR if it does not reflect the correct amount from multiple 1099R's line 2a?

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2 Replies 165 Views

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No income just SS. 1099 SHOWS NOTHING TAKEN OUT

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1 Reply 140 Views

1 Reply

140 Views

Can't put 1099-R info in

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1 Reply 51 Views

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My son has a rare genetic disorder diagnosis. he's 8 years old. Does he qualify as disabled? or does he need to be receiving government benefits to qualify for something?

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1 Reply 345 Views

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My dad inherited my mom’s ira when she passed. The rmd was $5,200 and he withdrew an additional $12K. The software is not showing the $5,200 in total taxable inc. Why?

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1 Reply 302 Views

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Hello. I took out my retirement early. I was unable to make payments to cover the penalty over the year. I want to space payments out now. How do I do this?

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1 Reply 414 Views

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i have an inherited IRA. Do I enter the date the original owner opened it or the date it became mine?

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1 Reply 95 Views

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Why would my Federal taxes due go up after entering my Traditional IRA contributions? I thought those were non taxable till I draw for retirement?

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1 Reply 619 Views

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I was not eligible for SS in 2024. Received in SS widow pension due to SS Fairness Act

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1 Reply 108 Views

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Where do I check the box for EligibleForChildTaxCreditInd?

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2 Replies 273 Views

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Is it possible to enter multiple 1099-SAs for one person? I had two last year and it doesn't seem possible to enter more than one.

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1 Reply 77 Views

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Anyone know how to enter NY's inflation refund check? My 1099-G said it is for tax year 2025, but TurboTax will not let me enter that year.

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3 Replies 605 Views

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Am I eligible for a Pension Income Deduction on my Maine state return? I live in Maine, am retired, and am collecting a pension from my teaching career in CT.

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1 Reply 223 Views

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Turbo tax is showing that I contributed over the $31,000 maximum to my retirement account. It is adding my spouses contribution to mine. How do I correct it?

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1 Reply 317 Views

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What does it mean "tax on excess accumulations in retirement accounts"?

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1 Reply 91 Views

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Is the NYS 1099-R withholding box 14a validation check wrong?

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2 Replies 355 Views

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