Retirement Tax Tips and Answers | TurboTax® Support

I received 1099-R form for stocks sold with Roth IRA money, do I need to pay tax on the small gains? where do I enter this info on the tax return?

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Trying to add 1099 c and it

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My parents have Green Card and are retired. Their only income is their state pension totaling <$20K USD/year. Do they need to file taxes?

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I withdrew $11,000 from my IRA and transferred this amount to my daughter as a gift. I am 66 years old so no penalty I believe. Can any of this amount get tax relief?

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Retirement savings contribution credit is blank screen?

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We cashed out an inherited Roth IRA from father. box 2a on 1099-R is blank and box 2b is checked. box 4 is 0.00 and box 7 is Q. how do i figure out taxable amount?

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If married filing separately (for purpose of income-based student loan payments) but live in community property state and contribute to Roth IRA - should I file jointly?

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I have a corrected 1099-R from 2016, issued on 8/3/2017 for over payment of 401(k) rollover that occurred in 2016, does that get entered under the 1099-R for 2017?

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I paid federal income tax upon withdrawal of insurance policy. They sent me a 1099-R, and I submitted it again when filing taxes recently. Did I pay taxes twice?

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I received distribution from IRA account which belongs to 1099R, but I do not see 1099 R column. Only 1099 MSC. What should I do?

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Roth IRA Rollover 60 day rule

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I retired in 2002 Have not worked since then. Former insurance agent. Receive about $300 per year residual income. How do I declare it now. I have no business location.

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With an AGI of $126,000 , how much can u put into a ROTH ira?

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When will the Hurricane Irma 401k waiving of the 10% early withdraw penalty be updated in the software?

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Should I get a 1099-SA for an excess contribution made in 2017 that has been withdrawn (including interest) in 2018 so as to avoid an over contribution?

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I made a contribution of 4500 to my traditional IRA, yet I did not receive that as a tax refund. Turbotax said they would do it at the end, is that correct?

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Can I deduct out of pocket contributions to a SIMPLE IRA (not including salary deferrals)?

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How to enter section 457 distributions where federal and state taxable amounts are different?

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I get the following info : >> taxable income:$93,319 status : Single , income tax : $19,018. >> This looks low as per income tax rates for 2017 . How is this computed ?

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I contributed 100% of my RMD to charity. Why is it listed as taxable income?

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If I have 3 1099-Rs, two were rollovers (Code G and H) and one was a early distribution (J). Should the 10% penalty only be applied to the 1 that was early-distribution?

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I took a loss when cashing in an annuity. How do I report it so that I deduct it?

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Is box 12a on my W-2 my contributions to my IRA and can I use that amount in the deductions section? It is code S.

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I have a 1099R but rolled over the distribution to another IRA. How do I handle this?

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My 1099-R box 15 is labeled Health Benefits, but TurboTax calls that box First Locality. Do I put the amount from my 1099-R in there anyway?

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Can TurboTax help me obtain my SS benefits for 2017 and the Fidelity MRD for 2017?

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Do I have to enter a 1099-R form on my return if there is no taxable income on it? The gross distribution box has a large amount in it ... but taxable amount box is 0.

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We are reporting pension income. Why is this telling us to do RMD?

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Are traditional ira contribution amounts is that the same as a 403b contributions that I made?

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Should I report my USAA Senior Bonus Distribution as income? Helen ?

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I did a Roth conversion of an IRA in 2017, which was a rollover from a 401k in 2015. It's asking me to explain excess withdrawal, but I don't believe there was any excess

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How do I enter a small ($274) income item on line 21 of my Form 1040? (Is it an 'other income item and, if so, there are qualifying questions that don't apply.)?

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Should the roll overs from my individual 401k and my individual roth 401k into my roth IRA ( all accounts at Vanguard ) be a taxable event?

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You are telling me that Maureen's new york state withholding tax of $255. is greater to equal to her $3,200 gross ira distribution. why?

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I took contributions (not gains) out of a Roth IRA account and am now being taxed for this. I thought I was able to take contributions out tax-free. Is this not the case?

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My birthday is [Pii Removed]. I sent in a request for an RMD but the company lost the form. If I take the RMD by April can I put it on next years taxes? Thanks.

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What is a ford tesphe retirement plan?

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I have form ssa-1099check marked, but TT will not let me type in amount from box 5. even though cell highlights, it does not allow any entry. number lock not the issue.

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Do I include my rollover IRAs in the value of all traditional IRA accounts for form 5498? This rollover account had been an 401k prior to 2015

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After leaving Box 2a blank on Survivor Annuity 1099-R blank, Turbo Tax asked me if I wanted to change Box 1 or 2. Can my Gross Distribution be zero taxable?

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I am 73, my Roth was opened in 2009, so why does turbotax include my Roth payout as taxable?

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Can I add a missed 1099-R item? How can I get back in to add it?

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How to deduct my charitable deductions from my IRA RMD?

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There is no social security list on return

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What does IRR stand for in the following question Amount Allocable to IRR Within 5 Years?

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When entering 1099-R info for federal gov't retirement benefits, TurboTax asks about state (Oregon) distribution amount. What does that mean?

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I want to calculate 2018 taxes. Is there now a tool that I can use to know the maximum amount of money I can take out of my 401K and stay inside the new tax brackets?

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Will a 1099 R with G (direct rollover) in box 7 be subject to taxes. It is from a 403 B to a standard IRA

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Do I need to enter a 1099 R form that the Gross Distribution is only $2.48?

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Any idea for what to enter for a CSA 1099R? "Roll over" or "return to same account" doesn't seem to apply. I'm just collecting a small monthly amount.

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I converted $16000. from IRA to Roth IRA in 2017. I recharacterized $9000 back to IRA in 2017? How much should I pay taxes on conversion?

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I received 2nd w-2's for my wife and I (work for the same company) because they did not list FLI on the first. Should I enter this as a 2nd w-2 or add it to the first?

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How do I find out how much State Tax and Federal tax should be taken out of a Retirement checks.

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My wife has two W-2 forms for the same employer, because part of the year she was per diem before going full time. How do I report this? Do I just total the two amounts?

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I put money into Roth IRA for 2017 taxes, do I just add that to the total I already put in? Because I won't get the 5498 until may 2018?

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I received $5.00 for jury duty. I did not receive a 1099. Do I have to report the $5.00?

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I transferred my ROTH IRA from Scottrade to Vanguard over a year ago. How do I find information for all contributions I've made since I opened the account back in 2005?

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Two 1099R forms list gross distributions sums and zeros in space 1a. Space 7 list G4. Do these distributions affect taxable income?

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I took out ONLY principal from my Roth IRA during the year and got charged a penalty. How can I mark it as a principal withdrawal and not get charged the penalty? THANX

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This page asks for the total value of all IRAs as of Dec 31, 2017; but shouldn't it be asking for the total on Dec 31, 2016? Some 5498s are not yet issued for 2017?

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Is there a method for deducting SEP-IRA using turbo tax? If so, how does one calculate how much one can contribute using Turbo Tax? Thank you.

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1099-R (back door Roth conversion) - got message "Good news, you don't owe extra tax based on box 7 entry, but my taxes due rose by $1500.

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Im under 59 1/2 my Roth IRA closing balance was $2,611.87 which includes $11.87 in interest. 1099R coded entire amt in box 7 as a J & 2b as X. How do I fix this?

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I accidentally flagged the question "Did You Make Any Money Outside the United States?" - how do I return to this screen and unflag the question?

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Where do I enter Federal taxes deducted from my social security

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What options does one have if he has no record of his IRA contributions in Massachusetts?

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1099-DIV entries do not appear on tax form

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What's the correct total limit for 401K and Roth IRA contribution? Turbotax says it is 5500 but IRS and turbotax gives 18000 limit elsewhere. Horrible contradiction.

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My mom died in 2016 so had An accountant instead of turbo. mailed refund to wrong address. Can turbotax find out where my 2016 return is or do I have to call IRS?

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2 Replies 387 Views

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My Medicare part D was not on my 1099. I have Medicare advantage. Will I be adding it later?

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How do we avoid paying tax on a 1099-R, 401K cash out because my wife is terminally ill?

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I have a 1099 R from one institution regarding a rollover trad IRA. However, I think turbotax sees it as income and I am paying taxes. What am i doing wrong?

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I converted trad'l IRA contributions from previous years into a Roth this year. How do I indicate this in Turbo Tax to avoid being penalized for too high income?

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How and WHERE DO I ENTER A 2ND 1099R?

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Entered Roth distribution and code Q. Turbo tax calculated as earned income and increased amount of tax due based on the entry. Is Something is wrong with the software?

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The total of my 1099R has a distribution code of 7, however I rolled a portion into an IRA. This was not an agent to agent transfer. How do I indicate this in Turbotax?

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I have a distribution from my Roth IRA entirely from my own contributions. It looks like the program is making it taxable? But it shouldn't be, right?

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How can my daughter file a 1099-B with out using Preimere?

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I'm a retired U.S. Army helicopter pilot. I took a job with an airline that required me to complete $30,000 of airplane training prior employment. Is this deductible?

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I ENTERED A CCRC (CONTINUING CARE RETIREMENT COMMUNITY) IN 2017. I PAID AN ENTRY FEE JUST TO GET IN. HOW DO I FILE THE ENTRY FEE AS A DEDUCTION ON MY TAXES.

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Can a retired individual do a back door roth conversion from an ira. I am retired (age 66) with no income beyond Social Security and two partial pensions.

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Keogh/SEP/SIMPLE Cont Wksht: "Line 6a, elective deferrals to Individual 401k plans should not be greater that 18000" But I am 59 years old so it should be 24000, right?

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Should my income for Roth IRA limits include my military pension?

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Do I need to show an after-tax 401k (not Roth) contribution on my taxes (my firm allows us to contribute up to $10K to an after-tax 401k beyond the $18K Roth 401k limit)?

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1 Reply 595 Views

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Did not receive estimated tax forms with this year's return--always have in the past but income has gone down for past three years Do I need to be concerned?

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2 Replies 328 Views

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Why is part of my traditional IRA distribution showing up under pension and annuity distributions?

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1 Reply 357 Views

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Is the $10k limit for Roth IRA withdrawals to buy a home a limit for earnings or also for contributions? If I close a $12k Roth IRA to buy a home is $2k penalized?

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8 Replies 1580 Views

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Excess ira contributions

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Should I have received a form 1099 for a 401k distribution?

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As a government annuitant who gets a 1099-R, where do i find the simplified form to calculate the taxable income?

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In 7/ 2017 I paid a penalty for my 2015 tax returns as I forgot to include income from a retirement annuity. I paid 2,163 to the IRS. Can I write this tax payment off?

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Substitute 1099 b from schwab for former optionsxpess acct only lists boxes 8-11 shows net amt on futures. how do i enter 1099b info when turbotax looking for boxes 1d

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Where do you enter Traditional IRA conversion to Roth?

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Should contributions to a Roth IRA be reported on form 8606?

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Do you pay taxes on social security benefits that were overpaid in 2017 and have been refunded to social security this year (2018)?

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How do I enter my pension from General Motors which is non taxable in Michigan?

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Are Medicare Part B premiums deducted from social security payments considered pre tax?

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Downloaded tax information from financial co. , about 3 weeks later received another . If I dl this one will the first ones be sent in again and mess up the return ?

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Is my monthly pension/retirement check considered a withdrawal?

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I am of age and withdrew only money that had been added to a Roth IRA. Why was I taxed at around 25% when I have already been taxed on the money when 1099r imported?

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298 Views

My wife receives a monthly pension from Illinois. RE: question of whether she does or does not get regular payments from her retirement account: Do I answer yes or no?

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I have a question about ssdi payments and taxes, if I have a military retirement will that cause my disability payments to be taxed at 50%

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Is there a special tax rate for a Required Minimum Distribution (RMD) for a federal government Thrift Savings Plan (TSP)?

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Line 5 on my 1099R from my annuity does not show what I contributed, how do I find out?

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We are filing jointly and every year in past they have asked for my husband Social Security Disability. This year it did not have a section for it. Did something change

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Can I return the portion of my ira distribution that was over the required minimum distribution amount?

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How do I correct the 1099-R recipient 'State' value on my tax return?

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How do I enter the information from a Form 1099-R that was issued to reflect the conversion of pre-tax 401(k) contributions to a Roth 401(k)?

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Paid Cobra Payments June 2017- February of 2018 every Month, For Early IRA Withdrawal in 2018 without penalty . Can I include the amount in 2017 or Just 2018 Premiums ?

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I have an entry for a 1099 R listed under "Paid By". I have the same entry under the heading "Untitled". Should there be two entries for the same amount?

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How do I report nondeductible IRA contributions when the after tax amount is from the rollover of a 401K plan

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I received benefits from a defined benefit pension plan. These plans do not have an RMD. TurboTax keeps asking about an RMD. How do I get around this?

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My son worked 2016 summer into september, made $1067.63. No federal income tax was withheld, only social security and medicare was withheld. Does he need to file a return

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1 Reply 434 Views

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Withdrew money from a 401K to pay tuition expense.

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1 Reply 356 Views

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I have a NY pension and live in NC? Do I have to pay NY income tax on my pension or just NC Tax?

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1 Reply 1287 Views

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1287 Views

Can I still withdraw $10k from my Roth IRA without penalty for a 1st time home purchase, even under the new tax law passed Dec. 2017?

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Do I have to add my spouses W-2 to our income if it was for an amount less than $200 (federal and state income tax should $0 for that W-2) when filing married jointly?

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Do I need to file taxes in MN if I do not meet the income threshold to be required to file as an active duty service member?

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After I enter 1099-R data in the Income section and hit Done, I get a busy wheel that spins on and on. It appears to be hung. What do I do?

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My military pension is no longer taxed in Minnesota. My return is calculating a tax. This went into effect 1 Jan 16. Please advise.

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I don't have a 1099-S but a 1099-B form for the sales of PBI (Pitney Bowes) stock. I am being asked to input the name of the brokerage firm but none of the ones listed match who I got my 1099-B form....

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Wife received gift of $50,000.00 from Mother. How much is taxable?

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1 Reply 530 Views

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Should i file separately from my husband when he only receives social security and i made less than$8000 this past year?

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2 Replies 564 Views

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Sch B Form 1099 int wants State ID when proceeds are from a mutual fund and box will not accept VAR

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1 Reply 410 Views

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Can not go back to enter social security benefits to get taxable social security amount.

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1 Reply 365 Views

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365 Views

Sales catagory on 1099-B

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1 Reply 516 Views

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Roth IRA not contributed enough?

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1 Reply 606 Views

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1099-R, Box 9a states not between prescribed upper and lower limits. My Waddell & Reed 1099-R states Boxes 8-11 are not included because they are not applicable. ???

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5 Replies 4781 Views

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I live abroad and take the foreign earned income exclusion. Am I qualified to contribute to a Roth IRA if my 1040 Line 7 is above the limit but my AGI is negative?

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We took extra money when we refinanced our mortgage. does that get reported as income? If so, where?

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1 Reply 272 Views

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Mother lives /us we counted her as a dependent 2015. This year she took out funds from an IRA and filed without our knowledge to get her refund. Can we still count her?

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I entered a 1099-G but line 10 on my filed return is 0

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K1 for holdings in 401k

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My spouse has a 1099-R that was part of inheritance from her mothers estate. Do we need to pay tax on this as income?

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Will the hurricane Irma 401k/pension withdrawal section of Turbotax have an estimated date to be ready?

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3 Replies 896 Views

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My wife died in 2016. When I file for 2017 do I have to start from zero in TurboTax or can I use saved info relating to charitable organizations, mutual fund companies, etc.?

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3 Replies 336 Views

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I'm struggling with the reported income that is showing on Turbo tax - I show it should be around $156,000 and u are showing $185,000. I also cannot see the tax calculati

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Tax Year 2018 or earlier How would/does the IRS treat the money obtained by a spouse who receives a lump-sum payment for compensatory damages in a divorce action?

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4 Replies 1048 Views

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Mutual fund accidentally deposited 401k rollover into taxable acct

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4 Replies 1974 Views

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Before using TurboTax again for 2017 I have questions re reporting qualified charitable distribution from my Vanguard IRA.

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1 Reply 251 Views

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1099-R : what if there is no entry in 2b?

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1 Reply 443 Views

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443 Views

No ira/sep/simple box on my military 1099R, how do i answer the question" is it checked?"

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2 Replies 306 Views

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306 Views

Filed tax returns online but can't remember when I authorized IRS to withdraw money from my bank account.

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1 Reply 337 Views

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337 Views

If I lived in two states, do I put all of my military retirement income on each state tax form and let TT determine the prorated portion per state, or do I prorate it?

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4 Replies 1041 Views

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1041 Views

My wife and I both receive Social Security SSA-1042S forms and are non-residents

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DOES A CIVIL SERVICE FERS RETIREMENT ACCOUNT (1099R), FROM OPM REQUIRE AN ANNUAL RMD WITHDRAWL?

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1069 Views

Do I need to 1099 a large refund to a customer for materials they paid out of pocket

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My final form 8606 was filed in 1999 and the total basis figure is wrong.Can I just enter the correct one? Made 1st withdrawal in 2017 and want to get full credit applied

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When does one pay taxes when converting IRA to a ROTH IRA?

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As a rule, retirement age is the earliest age you are eligible to receive a pension or annuity from your employer. HOW DO I FIGURE THIS AGE

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Do you have a TurboTax Online account?

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