Retirement Tax Tips and Answers | TurboTax® Support

1099-DIV, I added my dividends by state but turbotax say they do not equal box 11. My 1099-DIV does not have a box 11 and the FACTA box is not checked.

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My 1099-B form is different (their are no letter indication for each line) and I can't answer questions that are asked. It's only 19 cents - how do I get past this?

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Why am I being taxed on the full amount of a Roth IRA withdrawal? I thought only the amount you earn interest on should be taxed

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I am changing jobs. I've hit the social security cap already. Can I offset the amount taken out for income witholding on my W4 to offset or might that trigger a penalty?

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Why would TurboTax calculate taxable IRA distributions of $1,933 when I didn't have any?

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There is not spot to enter in 1099 LTC reimbursement?

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I'm trying to find on Turbo tax where I can post contribute to my 401k to reduce my tax obligation for 2022. Normally it asks before ending, but I didn't see it.

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Married filing separately: Our investment income is reported jointly on 1099s. How do I fill out the forms? Do I report half the income to me, and enter the 1/2 amount?

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Where does a 1099-R get entered?

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I made $6k after tax contribution to traditional ira. Then I converted that to roth ira.I have $50k already in traditional ira so how much out of $6k is taxable by NJ?

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When entering 1099-B info how do I know if I have to adjust any information on a sale (where I need to enter sales one by one vs. sales totals)?

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Where to claim rmd which taxes were already taken out? $60,000 minus 13,200=$46,800

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2 Replies 528 Views

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1099-B is listed twice, I need to eliminate one entry?

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1 Reply 267 Views

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Recharacterized portion of Traditional IRA to Roth IRA for 2021 Tax Year. Why am I getting the "Explain Excess Withdrawal" prompt?

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6 Replies 1143 Views

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IRA Excess Contributions/Excess withdrawal of 2021 - How to fix?

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5 Replies 1315 Views

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How to i enter the return of a required minimum distribution from an inherited IRA?

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NJState Page: "Roth Conversion for You" " Value of Account on Date of Distribution"?? Which account? Roth or IRA? It has the full IRA distribution autofilled.

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How do I amend a return to pay taxes on excess 401K contribution in 2022? I filed yesterday and called 401K plan today to discover I missed their deadline for requests.

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I am getting an error message that qualified coop payments should not be more than total gross receipts. However, my qualified coop payments are zero. What can I do?

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26 Replies 6820 Views

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I was prompted that I over contributed to my 401k. Now I am having trouble replicating the same prompt where it tells me the exact amount. How do I replicate it?

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IRA to Roth IRA conversion 2022online. Insert ROTH IRA $conversion how? Record keeping only. !Should not affect 2022 taxes!

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I would like to enter the information for 1099-R MYSELF. how do i get to the input screen?

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How do I know if money I inherited was a RMD? The financial institution is not answering.

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I received my email notice of my 2022 RMD in December 2021 as usual. I find that the custodian did not distribute that RMD. What should I do?

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2 Replies 640 Views

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Received SSA 1099 but Box 5 says none, do I report an SSA 1099 despite not having actually received any benefits?

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My MAGI appears to be over the limit to contribute to a Roth IRA, yet Turbotax hasn't flagged a penalty for my contributions.

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What goes on the Other income statement, Schedule 1, line 8 Other taxable Income - TP? It came up under tax review

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Where do I find the form to enter my 1099R information?

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Can I claim fees and negative changes in market value of my retirement savings or 401k?

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1 Reply 260 Views

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Why am I unable to edit my income?

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A1099-R for an inherited IRA which distribution included 8% state withholding. On my state form, it doesn't have anywhere to add the withholding, did it capture it?

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Turbotax entered an amount on line 25c (Federal income tax withheld from other forms) and I have no idea where it came from.

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7 Replies 8010 Views

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Where do I enter my 2022 qualified charitable distribution from my RMD?

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Where to deduct taxes paid on SEP retirement benefits?

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I reside in California 80% of time. Wife lives in Singapore full time. We are retired. Do I list California as primary residence for both of us on joint tax return?

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RMD? Box 11 on 1099-R in is NOT checked. Get monthly pension from California Public Employees' Retirement System. How do I answer the question?

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IRA distribution withholding non-deductible contribution

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I am ready to file my federal return but it wants me to charge me for a state return too. I am retired so I have no state taxable income so I do not need to file.

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How 401K Rollover

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ON 1099 R, MY GROSS DISTRIBUTION IS $.01 AND SYSTREM WILL NOT ACCEPT THAT NUMBER, ANY SUGGESTIONS?

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What is the maximum amount you can contribute to a Roth IRA. I am over 50 and trying to catch up.

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Is my military retirement income tax exempt in Louisiana

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How do I get passed 1099 review "required: double-click to select the form on which to report this income"?

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Box 2b in 1099-R is blank....how do I enter that in turbo tax

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1 Reply 357 Views

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How do I get back to the screen to enter more 1099-b transactions?

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How can I enter information from a 1099-B issued by an entity that is not on the list of entities from which the information can be imported?

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How can I enter information from a 1099-B issued by an entity that is not on the list of entities from which the information can be imported?

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How can I mitigate the State taxes due because of a back door Roth conversion?

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Excess 401K and IRA Contributions

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I am asking how to inter my 1099R Military retired pay. I am asked for a bank or financial inst. which will not work as this is from DFAS.

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Can I remove a 1099-G that I did not receive?

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I have a TSP account that lost money. I transferred the money out of the stocks and into general funds right after. How can I enter that?

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Confusion about excess 401k contribution

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Is distribution from a nonqualified retirement plan deductible in Illinois?

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Coinbase withdraws to other digital wallets are not taxable if you are not selling them to USD so why are they showing up as taxable transactions?

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What are net Social Security benefits?

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What type of investment should I select in the Sales info (boxes 1a-1d) for a Certificate of Deposit sold for no gain but was reported on a 1099-B? CTF DEP isn't an opt.

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What to do if I don't have my 1099R form

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2 Replies 574 Views

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I have not entered any Traditional or Roth IRA contributions anywhere, but under 'Deductions and Credits' -> Traditional and Roth IRA Contributions -> it shows - $6000.

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For pension income reported on a 1099-R form, how do I answer the question "where is your distribution from"? It is a pension from a private employer.

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I used 401k withdraw to pay for dad's medical expense

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Where do I enter 1099-G Box 7 amount on federal tax filing? This is a state grant to replant trees destroyed by Hurricane Michael.

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What is the correct State Type Code for PA for a backdoor ROTH IRA contribution? I assume it's either Rollover or Traditional or Roth IRA but I'm not sure which.

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Cares Act Covid-19 distribution from 401k 2020 broken up over 3 years (2020, 2021, 2022) Did not receive a new 1099-R for 2021. Turbo tax doesn't ask for info for this?

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213 Replies 31933 Views

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Had $200k in rmds. Made $50k qcd in Jan before taking rmd. TT form asks how much was transferred to charity but gives error when I put $50k "amount can't exceed $100k"

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I withdrew my 2021 excess Roth Ira contribution + earning before filing 2021 tax in April 2022. In 2023, I received the 1099-R with code PJ. What should I do for TY 2022?

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How to handle Combined 1099’s?

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8 Replies 2125 Views

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Excessive Roth IRA Contributions in 2022 and 2023. Earnings are only in 2022.

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How to enter a $6000 backdoor Traditional-to-Roth conversion if $2500 was directly contributed to Traditional and $3500 was recharacterized from Roth to Traditional?

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I wd $54K of tax-deferred (49K+) & tax-exempt (4K+) $'s f/TSP & rolled to RothIRA. TT Online is adding both 54K&49K amts as taxable in 1099-R summary so how do I correct?

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I need help with IRA contributions - TT and IRS appear to be in conflict. Help!

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Can I enter a negative amount for proceeds (Box 1d) on my 1099-B?

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My 1099R shows withheld taxes for the wrong state. How to resolve this?

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taxes on retirement

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Do not have any tax reported on 1040 line 16 but do have taxable income on line 15. No income on 1a. But have pension and dividends. Why no tax on line 16?

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When will the 8915-F form be available on turbo tax. So I can file the 2nd year of my CARESACT 401K distribution?

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I had 2 jobs this year, so I overpaid into the social security. Turbotax used the overpayment amount to generate a credit, the IRS removed it. What steps do I take now?

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3 Replies 778 Views

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How should I report graduate fellowship income such that it counts as earned income for the purpose of Roth IRA contributions?

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37 Replies 6230 Views

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Is anyone having a problem with line 14 on their 1099R?

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IRA Rollovers and Backdoor Roth are not showing up for me anymore. I think Turbo Tax has put me into a state such that I don't get asked the rollover question. Help?

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When it asks, Did you inherit this IRA. Do you say yes even if it was several years ago??

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2 Replies 694 Views

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Where do I enter my 1099 R form detailing my Pension proceeds from NYC Retirement System?

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1 Reply 365 Views

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On 1099-B, box 1c will not allow me to input "various" for date sold. What should I do?

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My company went from public to private and our stocks were bought out. I withdrew that money and deposited into my banking account. How do I file for that?

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I entered crypto exchanges w 1099-Bs but Turbotax is not selecting that I exchange digital currency in the first page of 1040... Please fix ASAP

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3 Replies 852 Views

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Struggling to report estate inheritance that was sold. I got a 1099-S for it but not primary home. I upgraded to Premier so that I could enter the information, but then when I go to begin entry, it ...

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2 Replies 1020 Views

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Ticketmaster 1099-K reports gross amounts on a monthly basis. Do I enter the gross amount as proceeds, or the net amount I received? Do I allocate expenses per sale?

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34 Replies 6024 Views

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How do I complete form 8949 from a merger where I got paid out but there is no 1099-b. Have info needed to complete form & there is option on form for not having 1099-b

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0 Replies 353 Views

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Where do you list IRA CD contributions? Is this money taxed like that of a Traditional IRA when CD matures if it's not renewed?

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I received a 1099R for a distribution from a Roth IRA..however the total distribution was from contributions, not earnings. Do I have to pay tax on this?

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Our 9 year old son received inheritance in the form of cash payout from an IRA. What do we do with the 1009-R? Is it earned or unearned income? Does he file a return?

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My 1099-R came from Defense Finance &Accounting Service for Military retirement pay. Do I select Financial institution or other provider?

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2 Replies 967 Views

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My 5498-SA form for HSA Info is incorrect. I made contrib in Jan 2023 for tax yr 2022. A corrected doc will be sent. Do I list correct contribution or what is on 5498?

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1 Reply 269 Views

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How do I report excess 401k contribution? I have withdrawn the excess amount: one is for the excess deferral and another for the income attributed to the excess deferral

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13 Replies 2498 Views

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Are contributions made to my pre-tax IRA still tax deductible in the same way if those contributions were made through a 401k? And if so, do I include the matched amount?

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I don't have Form 6251 for 2021. Do I add line 15 and line 12a from my 2021 Form 1040 and enter that number as my alternate minimum taxable income?

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Why is the Modified Adjusted Gross Income calculated by TurboTax different from the amount used in the maximum Roth IRA contribution worksheet?

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17 Replies 2829 Views

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TurboTax error says state withholding on IN K-1 should be reported on Federal K-1 also. I have re-entered K-1s. No change. Is this a software error or my entry error?

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4 Replies 937 Views

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My 1099-R does not have a Box 11 on it. Program will not let me proceed without entering a valid year.

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1 Reply 341 Views

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Where do I input my annuity from the federal gov't? The only options I see are banking and investment institution.?

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1 Reply 428 Views

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Where/how do I change my answer to: am I covered by an retirement plan at work? thanks

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Roth ira early withdrawals

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Why does turbo tax calculate the survivor's benefits I receive from my deceased spouse's retirement as retirement distributions?

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1 Reply 416 Views

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How do I enter 2021 missed RMD using the online version of TurboTax. I understand I will also need to complete form 5329. Is it available using the online version?

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3 Replies 731 Views

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Can a stock loss be directly deducted or offset income from an IRA RMD

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I have multiple 1099, how do i enter this in turbo tax

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I can't find the retired PSO (public safety officer) deduction of up to $3,000 for health Insurance payments.?

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1 Reply 412 Views

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How do I preview Form 8606 before filing in Turbotax Online?

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15 Replies 4702 Views

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When entering the sales total (sum of all Box 1d and sum of all Box 1e) for the 1099-B, I must select a sales sections, but the sums cover more than one sales section

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Do I need to file state or federal taxes if I receive Social Security income only in Oregon

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How do I go back into the return to check off Presidential Campaign contribution for my spouse?

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NY State requested I submit form IT-558. It appears to stem from item 18 IT-203 being populated, in the NY column only. What turbotax item drove the item 18 adjustment?

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Cost or Other Basis is missing from my 1099-B, but I know the amount and I'm not getting an option to add it.

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7 Replies 5351 Views

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A review message saying NY state does not allow electronic filing when the withheld is grater than gross 1099R, but my distribution is greater ! can someone help?

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How do I edit or delete line 1e on my form 1040? It gives $5k but it should be zero.

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I paid early withdraw penalty (10%) when I withdrew funds. Do I have to Pay that penalty again on my tax return

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My 1099-R is blank in Box 16, but Turbo Tax says "Needs info". Also says we found something wrong with your info. How do I fix this?

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100% of CT Teacher pension should be untaxed, TurboTax is using 50% - how to correct? Thanks, DR

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13 Replies 5052 Views

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Do I have to enter the form 1065 if the trade info is already listed in the 1099-B?

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Is Medicare Part B premiums deducted from your benefits a separate line item to be deducted? If so, where?

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3 Replies 663 Views

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Turbotax is asking to check entry 26d, that it should not be greater than $3000.00. What is this? Taxable income from 1099s

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Can a distribution taken from my retirement count taken a few months before I turned 72 be considered the RMD even if not coded that way for the IRS?

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All my income, military retirement, VA Compenstion, and SSD are all exempt by Arkansas: Do I still have file an Arkansas return?

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I am 66, on a fixed income and received a lump sum disability payment from a private insurance company. I now owe $5K in taxes. Is there a way to reduce this amount?

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3 Replies 626 Views

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Why is Turbo Tax asking for another 1099 R in the review section?

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1 Reply 262 Views

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My spouse rolled her 401K to IRA then took a $ from the IRA. Do we need to report both 1099 R's? It's adding both to income but the rollover isn't taxable.

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2 Replies 465 Views

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How can I enter boxes 2d and 2e from 1099-DIV, there is no place to enter on the Turbo Tax input form?

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My 1099 R does not have a box 16 on it but TT is asking for me to enter something. Can you help please? What should I put in box 16 on the 1099-R? i

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329 Views

Why is the "WA" missing on the drop down of the list of states when completing the 1099-INT. It seems to be a bug

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2 Replies 1286 Views

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Does retirement withdrawel for home purchase hold some tax benefit

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2 Replies 549 Views

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I contributed a non-deductible $6,000 in the tax year of 2022 to an IRA. I submitted my tax forms before I performed a Roth conversion. Do I need to amend my tax forms?

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Our return is showing excess employer contributions when they do not fit the criteria. How do we get this come off of our return?

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1 Reply 262 Views

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1099-R Box 1 - TurboTax says "We found something wrong with your info."

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2 Replies 790 Views

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I need to report an excess traditional IRA contribution carryover. where do I do that in turbotax?

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When entering the Total New York 529 Contributions for all years, do I sum up the total amount contributed or only the sum of the 10,000/yr deduction cap?

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If I had $200 per month sent to Edwards Jones to put into accounts there to use for my IRA and investing. Can I claim that on my taxes?

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Keeps asking for Inherited IRA Account I do not have such an account]

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1 Reply 312 Views

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I have Box 1 and Box 2 populated on my K-1 and since TT does not let me put all in one form I wonder if I can simply sum it together and put it all in Box 1 ?

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I can't figure out how to delete a 1099-OID that does not apply to me but prevents me from getting through federal review. How do I delete this form?

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The instructions to resolve the error in Form 8915-F is not working. Line C says do not use it for COVID. Check box in Line D for COVID. I check it and it writes cvd in C

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8 Replies 1661 Views

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I need to fill out a 1099-NEC. There was no opportunity within the turbotax process to do this even though, "we'll help you do this." How do we go from here?

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2 Replies 534 Views

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Can I get tuyrbotax to handle retired military pay correctly for louisiana?

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5 Replies 1248 Views

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What do i do with a distribution confirmation

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One 1099-MISC has income listed in block 3. The other has income listed in block 6 "Medical payments." Both show up if I Edit/Add 1099. But only one shows in summary.

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Under form 1099-R, we rolled over a portion of the distribution, but not all of it. However, I do not see an option to input a partial rollover - How is this done?

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7 Replies 1175 Views

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1099-B says box 1b (date aquired) can be "-Blank-" but if I choose that the review says it needs info. My 1099-B has no info in this box. What do I do to proceed?

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Out of Balance cannot continue- amounts entered are on the 1099-Q form

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4 Replies

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TurboTax incorrectly considering "distribution of contribution" from Roth IRA taxable

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2 Replies 553 Views

2 Replies

553 Views

I got 2 1099R for same after tax 401 to Roth IRA rollover, one with a distribution code H and one with a distribution code G. Should I enter Both in the tax returns?

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