Retirement Tax Tips and Answers | TurboTax® Support

Does my RMD amount have to be added to Withdrawals, since I contributed all of it to charities?

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I need to claim an exception on mandatory withdraw panelty

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Does an employer Roth 401K match count as a contribution, earning, or neither?

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Excess 401(k) Contribution Preventing e-File??? Will TurboTax fix this or am I required to mail my documents?

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I want to withdraw my earnings from the stock market which is $400 do I still have to put this under my taxes?

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Why am not receiving a tax deduction if I purchase a roth IRA before 4/15/2019?

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I receive monthly payments from my United Technolgies Prudential Retirement for as long as I live. How do I answer the yes or no question - got or didn't get regula

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W2 lists amount in Box 11. Triggers screen asking did I take said amount out of non-qualified pension - Its is part of monthly distribution for life. How do I answer?

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I received a 1099-R with a taxable amount in 2a for a payment received from a life insurance policy from a deceased parent. Do I need to report this?

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Im retired from Civil Service and receive a pension paid by Office of Personnel management in gross amount of $69,972.00 & Taxable amt of $65,190. Where is this entered?

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Can I deduct money overpaid to retail clerks union retirement. They reassessed my benefits and had to pay back $2,125.00?

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I invested $25,000 with a medical research group in 2015. So far there is NO profit to declare. Can I use this investment as a "loss" and if so, how much per year?

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I'm entering info from a 1099-G, a state income tax refund (box 2 = $76) for 2017 (box 3). Turbotax is asking what this was "for", and gives 5 choices... but none of the choices match my situation. A...

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I have already entered my IRA RMD income but I have nondeductible contributions

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Wife got her 1099 for her social security benefits. She is disabled, does not work. Where do i add her 1099 disability? Married in 2017, is our first time to file jointly

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Am I considered to be covered by a retirement plan if I am 68 of age, retired, not working and collecting a pension from my former employer?

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My wife and I each contributed less than 18,000 to our 2016 401k accounts. We want to make contributions to bring us up to that 18k amount. Won't that lower our taxable income for 2016? and, if so,...

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In 2016, I have 2nd 1099-R from retirement with GA state tax withheld

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I'm retired I have some money with a wealth management company from a CD. They have given me a 1099-DIV yet, it may only be 500.00 or a little more do I have report that

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Why does my non-taxable rollover show up as income

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If NJ is incrementally changing retirement income exclusions, has Turbo Tax included this in my return?

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How do I determine IRA basis?

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I must wait for an update on the Provisions for hurricane relief retirement distributions before I file. Does anyone know when the update will be made?

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If e-file my PA state tax returns, do I need to send 1099-R forms to the state? The 1099-R was issued when I changed jobs and did a 401k rollover to traditional IRA.

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I have a 401k over contribution for TY2018. I've corrected this, and have 1099Rs to show for it, but can't e-file because my W2s add to over 18500. please help.

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Where do i input my IRA contributions?

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I closed a former 401-k, but never got a form for taxes. I believe that I had paid taxes upon the time of withdrawal, will I still need to fill out info for it on my taxes?

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My ira account is mixed in with my taxable accounts at wells fargo when I pull the information it is unloaded to my turbo tax, how do I know what interest is taxable

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Where do I enter financial advisor fees? I searched and followed directive (federal tax,deductions, retirement, other expenses) and the result did not provide this.

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We are retired; both with military pension, one with SSA and one with a state retirement. Can we open a Roth IRA?

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On the federal where do I put in my spouse, Terry's Form 1099-R? Then we are ready to file.

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Any tax implication if there's unused contribution in an HSA where the contribution is within the contribution limit?

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I used the TT online version (no disc), so where do I see the amount of over contribution to my ROTH IRA that needs to be removed prior to 4/15/19?

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Left out amount in box 4 of a 1099r

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Where to put form 1099-B

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If I have British pension, but no 1099R. Don't have all info for Turbotax under 1099R or 1099Misc and each appear on dif 1040 lines. Please advise how to enter?

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I am filling in the information for my 1099-R's. Box 9a asks for your percentage of total distributions. Filling in that box in your program it won't let me put 0 in.

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Money order social security

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$25 income as an independent distributor of an herbal company that I am no longer a distributor for. What do I do with that?

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I sent a portion of my RMD directly to a charity how do I enter that in in this program to reduce my gross taxable income?

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I received a 1099-R form but I rolled into a safe fund. Do I need to file it cause I dii not spend it?

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I filed IRS 1040 extensn via TurboTax tonight, but later discovered I owe more. How do I add to the amount withdrawn electronically from my bank?

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Non working spouse ira contrbution

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How do I enter my SEP contributions? When I go to the Self-Employed Retirement Plans screen, it just asks me some questions but never allows me to enter my contribution.

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How do i file an ira contribution from my ira to my husbands ira on turbotax

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Is a RMD taxable is it was transferred to our Resource Management Account?

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My son lives in NY but earned $ 6215 in PA in 2017. Nothing was with held on his 1099-MISC form he received. Does he owe state income tax to PA?

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On " TT 2018: Let's enter XXX's HSA contributions", should I enter "0" on "Any contributions you personally made" if I made after tax contribution in March 2018 for 2017?

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On April 1st 2017 I went on social security. I am still working Part time and are claiming 0 deductions on my W4 form.

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I need help adding my 1099-S to my taxes

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I am retired, and do not have an employer ID # which is blocking my ability to file my return.

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I made a traditional IRA contribution of 5,500, it lowered my state tax due, but not my federal tax due. Can anyone explain to me why?

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I have Investment advisory fees. It says to enter these Investment Expenses in Retirement and Investments. Where is this? Where can I find Retirement and Investments?

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Which tax form should a 401(k) (with employee Roth contributions and employer traditional contributions) rollover to a Roth IRA be reported on?

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Make mistake on RMD 2016 income will going tax 2017. Please help me go back to off RMD income

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I am retired--I did not work for wages in 2018--why does it keep asking for a W-2?

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I withdrew all the money from my Roth IRA and received a 1099R showing the total distribution. Where do I enter the contributions made so I am not taxed again?

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748 Views

How do I reverse TurboTax's erroneous subtraction of regular Social Security Benefits on AZ-140, Line 31.

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I need a special 1099R paid by the Office of Personnel Management;

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Can I count a rollover from a retirement account (I no longer work for this company) to my IRA done before 4/15 on this year's return for 2018?

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I received a 1099-DIV, -B and -INT from Fidelity for my 401(k) and the same from Edward Jones for my Traditional IRA. These are retirement accounts. Do I list them?

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I have a Required Minimum Distribution (RMD) on my 1099-R form but it was sent to a charitable organization. How is this to be reported?

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Is the Rollover IRA created from my employer's 401K now part of my total Traditional IRA asked for by Turbotax ("Tell us the Value of Your Traditional IRA")

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How is a Roth conversion inputted when there are both deductible and non-deductible IRA's?

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My Wife is voluteering at our Temple and she is compensated a small amount for her time and effort. She got 1099-MISC for the payment. Where should this be reported?

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Does clergy income that is subject to the self-employment tax include any IRA distribution income taken also?

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Do I include a late 2018 rmd as income for 2018?

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My employer contributes to my 401. Is that already figured in my W-2's, or do I have to make separate entries?

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Should I make an IRA contribution to a REGULAR or ROTH IRA?

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Is an annual distribution from a life insurance policy a qualified plan?

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1 took money out of a 401K for a furnace, is that deductible?

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Are payments to an annuity deductable?

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Trying to find form 1099-r

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Retirement benefits takes out $523.92 per month for PEEHIP insurance. Isn't this deductible?

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My Mother passed away in 2016 and gave me a distribution from her IRA. Where do I enter this amount?

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I HAVE A njk-1 TO ENTER.... bUT IT IS REFUSING TO TAKE. i WANT to enter a figure of $42,013.00 in the total distribution box; Part 2. This is the first time I've had t

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I have several retirement plans and I have entered one and then I don't see how to enter the others. I just get questions over and over about disaster payment. Help???

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I made $22,000 and contributed $5,500 to my Roth IRA. I should get a Retirement Savings Contribution Credit 10% of %5,500 ($550). Why is it only showing as $200?

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I have three grandchildren that I contribute to a college contribution fund. Do I receive child tax credit?

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No box 8 on 1099r so do I just skip it

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528 Views

Repayment of lump sum from social security for 2015 in 2016 paid back to disability company in 2016

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928 Views

K-1 not required for Feds, due to it being an IRA. Still required for State Return ?

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We had $1717.05 Tax Levy Offset deducted from our 2018 SS Benefits for underpaid 2014 federal taxes. Where is that amount entered into TurboTax?

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2 Replies 439 Views

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I'm part of a small startup church, limited funds. I paid for the pastor's hotel so he could attend a conference vital to our ministry. Can I take that as a contribution

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3 Replies 569 Views

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Did not receive 1099r for pension income how to file using substitute 1099r form

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When entering my info from our 1099-R,they ask for the bank we deposited our income, the system did not recognize our bank' s website which we use on the income generated from our investments.

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Hi, I'm entering an over-contribution to my 401k accounts for 2016 via the 1099-R form - what do I enter in box 7 of the 1099-R? (the Help link says P?)

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3 Replies 549 Views

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Is it true you can deduct medical expenses you used IRA money for?

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4395 Views

I've entered only the summary information for one of my 1099-B, imported complete 1099-B for others. I'm eFiling, what docs should I mail to IRS along with Form 8453?

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Does a 401k rollover to traditional IRA need to be reported?

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1041 Views

Entering 1099-b and form 3922

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2631 Views

How do i determine taxable amount of IRA distribution if the taxable amount is not determined?

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375 Views

My 57-yr old wife contributed $21,600 to her 401K in 2016. Can we top up her contribution NOW to $24,000 and get the additional reduction in taxable income for 2016?

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365 Views

Is a criminal court judge a public safety officer?

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1 Reply 428 Views

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428 Views

I have a 1099R, box 7 is code 7. The distribution is 4001..25 which was paid as both federal and state tax. This shows as income not tax payments.

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At our age is our social security income taxable?

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Cashed in mutual fund last year for daughter. Received a 1099 B for proceeds. Do I have to file under my taxes or does she under her taxes since it is in her name?

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Do stock options count as compensation for Roth IRA purposes/deductions.The amount is listed as wages on my W-2 and taxed and it has Social Security and Medicare taxes?

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Can I deduct what I contribute to 401k plan? Deductions screen asking how much I contributed to traditional IRA in 2018.

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375 Views

Excess 401k contribution for 2018 because of two w2s and turbotax forces to paper/mail file.

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My 1099-r box 13 changed from the previous two years for the state/payers state no. Is that normal or an error?

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How do I get rid of this error? Schedule B--Form 1099-INT (JP Morgan): Bod 7 is invalid for Electronic Filing. Please remove all preceding spaces or invalid characters?

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2199 Views

Can I check "All of this distribution was an RMD" even if it is more than the amount I need to withdraw?

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I have a 401k through my employer. Can I also open an IRA and take tax deductions for both?

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I am a midshipman at the US Naval Academy. USNA deducts money from our midshipman income to pay for our alumni association and class fund monthly. Is this deductible?

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Made non-deductible contribution to Traditional IRA in 2017 and didn't file 8606. Doing so now. Should I check the 'amended return' box? Can I send the form by itself?

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I have the following questions regarding Employee Provident Fund (India) - IS EPF taxable in US? If yes then what portion? Only interest or even employers contribution?

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Are long-term disability benefits taxable? taxes are not being withheld from my payments from insurance company

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Excess Roth IRA contribution made in 2018 lost value and amount withdrawn was less than contribution amount. Turbotax incorrectly adds the difference as contribution!

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Why would taxable income (box 2a) be less than gross distribution (box 1) on 1099-R?

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On the 1099-B it doesn't have date acquired on the form what do I do?

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If I already filled out box 12D on the wages and income section for my W2, do i need to fill it out again in the deduction and credit section for retirement funds?

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Is there an minimum to file for 1099-B form?

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Is an 'x' in the IRA/SEP/SIMPLE box on form 1099-R the same as a blank?

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20329 Views

I do not know how to answer was this withdrawal an RMD? I inherited from my mother's annuity

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HAVE A 401-K BUT NO CONTRIBUTIONS FOR 2016, SHOULD I UNCHECK THE BOX FOR 1099-R?

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Withdrawl of excess roth ira contribution

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1 Reply 468 Views

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I have a 401k through my employer that I contribute to. Should I receive any forms outside of the W2 to file for my taxes such as a 1099?

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Does 1099-b from previous years need to be reported?

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1241 Views

I withdrew $30,133.55 from my traditional IRA and put to money into a Roth IRA. Do I have to pay a penalty on the money put into the Roth IRA?

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If I withdrew money from retirement for a house down payment as a first time home buyer, does that need to be reported as "early retirement withdrawal" or anything? Thx!

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2153 Views

My husband is a disabled veteran and receives SSI as well as VA benefits; do we pay taxes on the SSI? We did receive a SSA 1099

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I have completed our return and I want to know if my wife was charged a penalty for early withdrawal from her 401(k). Where can I see that in our return?

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546 Views

I am disabled in Florida. I took an early withdraw from my IRA. Do I get a penalty if I am permanently disabled

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How do I edit the 1099R part of the forms online?

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If I do not receive a copy from DFAS for my Annuity income should I fike for an extention?

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Gifting securities from ira to 501 c was to pass without adding to gross distribution totals in 2016. correct yes or no?

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Why is turbo tax saying I need to file form 8606 when I've not made any nondeductible contributions to an IRA

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3 Replies 555 Views

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I transferred assets from T.Rowe Price to Schwab. How do I file so that I am not penalized for any distributions pre-retirement?

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Can rmds from IRAs, SEP IRAS, 401K and 403B all be taken from one account?

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Loss on withdrawn excess Roth IRA contribution

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It has already been reported that we received a tax refund from Virginia last year. Do I still enter the 1099-G from Virginia?

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How come we didn't get an IRA deduction for opening and contributing $5500 to a Roth IRA?

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My income is reported on a K-1. I contribute to my 401k through the partnership. Where do I report this on my return?

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I changed jobs in 2017 and contributed too much to my 2nd 401k, resulting in total contributions over $18,000. I just received an excess distribution. What do I do next?

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I took more than the minimum distribution and returned the balance within 60 days. My brokerage statement shows the full amt. Where do I show the amount on my return?

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Is an emergency medial technician(EMT) considered a public safety officer?

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1 Reply 1083 Views

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1083 Views

1099-DIV item 3-Nondividend distributions - where to I enter this?

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How do I figure plan cost for Georgian Teacher Retirement payments received following retirement?

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Did not take all of the RMD 2016 until early Jan 2017 due to oversight with a new custodian. Requested a waiver of fine on form 5329

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569 Views

I contribute to my ROTH IRA on a monthly basis. Do I count the first four months of 2017 as my 2016 contribution since we have the ability to contribute up until April 18?

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Do the fees/expenses affiliated with a non-deductible IRA add to it's Cost Basis; (form 8606)?

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My 1099-R for my Roth IRA distribution shows a T in box 7, box 2b is checked. It appears that is because the 5 year condition is not validated. How do I fix this?

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For my schedule K-1, I'm being told that Box 2b should not be greater than the ordinary dividend amount, but it is on the form that I was provided, prepared by CPA.

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Last year overfunded Traditional Ira contribution.But had withdrew excess amount before FILING TAX. Do i need to contribute this year the excess amount refunded to me?

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Why do need to send a 1099-A when I only got a 1098-B from my retirement plan. While doing my tax review it says my return may be held up without it.

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409 Views

I'm entering 1099-R for income from a company sponsored pension plan. this is NOT a 401K or an IRA. I'm beyond 70 1/2. What's the purpose of the question asking if thi?

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1 Reply 360 Views

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360 Views

How is my IRA contribution reflected on my return and in my refund since I don't report my 5498? My 5498 was allegedly reported by Ameriprise. Thanks.

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3 Replies 913 Views

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913 Views

I dont contribute to a 401K at work but my employer set up a 401K PSP and deposited $101.00 dollars of his money in it. Am I now considered as having a 401K at work?

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I closed out a investment account with Charles Schwab in 2015 (108,855.00. I I did not roll into IRA. Do I need to report that as income?

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