Retirement Tax Tips and Answers | TurboTax® Support

I received money from a deceased relatives retirement account. How should it be reported?

by on Latest post on by

1 Reply 235 Views

1 Reply

235 Views

My total Federal Tax withheld in turbotax shows as about 500 more than what was reported in my W2 and I have no other withholdings. turbotax bug? what to do?

by on Latest post on by

1 Reply 165 Views

1 Reply

165 Views

I have two 1099-LTC forms. One has "per diem" box checked and I see where to enter that in TT. The other has "reimbursed amount" box checked. Where does that go?

by on Latest post on by

4 Replies 1386 Views

4 Replies

1386 Views

If I cashed in a 401k because my spouse was injured on the job and unable to work can I save on taxes?

by on Latest post on by

1 Reply 185 Views

1 Reply

185 Views

How do I apply my non-deductible contributions (8606 form) to partially offset my IRA to Roth conversion?

by on Latest post on by

1 Reply 212 Views

1 Reply

212 Views

What choice should I use for Source of pension distribution when I am done with my three year rule for NJ PFRS Pension?

by on Latest post on by

1 Reply 199 Views

1 Reply

199 Views

Page showed over-payment in social security tax, after confirmation it did not change my tax due amount, any help or explanation?

by on Latest post on by

2 Replies 525 Views

2 Replies

525 Views

What is being asked in Item 11 - this is not an IRA, it its retirement

by on Latest post on by

1 Reply 206 Views

1 Reply

206 Views

Shouldn't the pension amount received be listed on line 4c as well as line 4b (taxable amount)? It is not on there. also line 4a is erroneously blank!

by on Latest post on by

1 Reply 279 Views

1 Reply

279 Views

Can't file my 2018 Tax return on 1-26-19 as TT says the Form 8606-T is "not finalized". This was a problem LAST YEAR but was resolved by 2-15-18. WHY a problem this yr?

by on Latest post on by

2 Replies 562 Views

2 Replies

562 Views

All income was in Qtr 4 (IRA distributions $10,000 9/18/19 & $15,000 11/13/19 + IRA > new Roth IRA rollover $80,000 10/10/19). What should I itemize each qtr?

by on Latest post on by

1 Reply 92 Views

1 Reply

92 Views

8606 - what is the Box 2 (total basis) amount on this year's from if I forgot to file prior years?

by on Latest post on by

3 Replies 1202 Views

3 Replies

1202 Views

Merrill Lynch 1099's are available on line; why wait until 2/1?

by on Latest post on by

3 Replies 4365 Views

3 Replies

4365 Views

The tax return asks what was my NC pension distribution amount. I do not receive distribution from NC. its from NV. how do I answer this tax question?

by on Latest post on by

1 Reply 183 Views

1 Reply

183 Views

I inherited money from my father's annuity. I have $ withheld each month for taxes and receive a monthly payment from the annuity. I don't have an RMD, right?

by on Latest post on by

1 Reply 93 Views

1 Reply

93 Views

I received NDI benefits for a 6 month period in 2019. I work for the State of California so NDI is different than SDI. Do I have to report my NDI payments as taxable?

by on Latest post on by

1 Reply 200 Views

1 Reply

200 Views

How can I make the taxable amount of Social Security zero? Due to US-UK tax treaty.

by on Latest post on by

17 Replies 2165 Views

17 Replies

2165 Views

Only one of my 1099 forms shows up from my credit union. How do I gain access to the remainder of my 1099 forms?

by on Latest post on by

1 Reply 147 Views

1 Reply

147 Views

How to file 1099-r

by on Latest post on by

1 Reply 363 Views

1 Reply

363 Views

Upon entering my Bank Name for stocks sold, a drop down menu appears. However, it does not include ESOP - Only ESPP. Upon selecting ESPP, I am not being asked for a purchase price

by on Latest post on by

1 Reply 166 Views

1 Reply

166 Views

Do I need to mail a check to the IRS if I owed an extra tax bill based on my early distribution of an IRA? Or was that subtracted from my refund already?

by on Latest post on by

1 Reply 123 Views

1 Reply

123 Views

Dropdown list for box 15 of 1099-INT info does not have Washington state as an option, which is my state, so I cannot select it. Can someone please fix this bug ?

by on Latest post on by

8 Replies 1495 Views

8 Replies

1495 Views

Have a 1099R money was a roller where do input it?

by on Latest post on by

1 Reply 132 Views

1 Reply

132 Views

I contributed $5500 to a Roth IRA. A year went by and all I gained was $67. I pulled out the entirety of the Roth IRA. So a total of $5567. Do I need to fill out a 8606- T, that Turbo Tax is suggestin

by on Latest post on by

1 Reply 103 Views

1 Reply

103 Views

If my Requires minimum distribution for 2019 was 9,748.00 and I took out 16,411.00 from my annuity, do I report the 16,411 or the 9748..00 as my RMD?

by on Latest post on by

2 Replies 197 Views

2 Replies

197 Views

Does value of traditonal, SEP and Simple Iras include roth?

by on Latest post on by

1 Reply 188 Views

1 Reply

188 Views

Will form 8606-T on a conversion or regular IRA money into a Roth come from my mutual fund company, or can I fill that out myself online via Turbo Tax?

by on Latest post on by

2 Replies 315 Views

2 Replies

315 Views

How can I have an excess contribution of $1,430 to a traditional IRA which has an $18,000 dollar limit when I only put in $7430? I understand the limit of a Roth IRA is $6,000 dollars. But when contri

by on Latest post on by

2 Replies 384 Views

2 Replies

384 Views

Ga, return icorrectly puts pension as GA taxable income?

by on Latest post on by

1 Reply 161 Views

1 Reply

161 Views

Turbotax won't let me file my return till IRS releases Form 8506 T on 02/12/20. I only have $100 in my Roth IRA! Is there an override for this ridiculous glitch?

by on Latest post on by

1 Reply 182 Views

1 Reply

182 Views

It won’t except my insurance premium deduction for public safety officers

by on Latest post on by

1 Reply 229 Views

1 Reply

229 Views

How do I show a rollover back into my traditional IRA that was taken out in error through my bank.? I am 73. It is showing a penalty.

by on Latest post on by

1 Reply 381 Views

1 Reply

381 Views

I receive monthly annuity payments as an inherited death beneficiary. Is this considered an RPM

by on Latest post on by

1 Reply 184 Views

1 Reply

184 Views

There isn't a box 9 on my 1099-R.

by on Latest post on by

3 Replies 1019 Views

3 Replies

1019 Views

Received a 1099r from Prudential for payment of 200.00 that exceeded the premium. How do I enter that?

by on Latest post on by

1 Reply 169 Views

1 Reply

169 Views

I repaid all of 2018 SSA 1099-R it in January 2019. Where do I put the information in Turbo Tax to get credit for the repayment?

by on Latest post on by

1 Reply 89 Views

1 Reply

89 Views

Do I need to upload my 1099R

by on Latest post on by

1 Reply 208 Views

1 Reply

208 Views

Do I have to file an amended 2018 if I didn't initially include the actual 1099-R to recategorize from Roth to Traditional. I did, however, account for it. Just no form.

by on Latest post on by

1 Reply 143 Views

1 Reply

143 Views

Why does TurboTax red-flag the 457(b) maximum 3 year catchup contribution of $36,500?

by on Latest post on by

3 Replies 817 Views

3 Replies

817 Views

I cannot uncheck the "My form has info in other boxes" on Form 1099-DIV. It re-checks the box every time I close the form after making entries.

by on Latest post on by

1 Reply 231 Views

1 Reply

231 Views

In 2018 I contributed $4200 in Roth IRA. My MAGI was 190,500 (married filling jointly). The income limits were 189 -199 K. Did I contribute more than what was allowed?

by on Latest post on by

3 Replies 619 Views

3 Replies

619 Views

Should I select "stock" or "mutual fund" when selling ETFs (ETFs are not included in the dropdown for type of investment on 1099-B)?

by on Latest post on by

3 Replies 468 Views

3 Replies

468 Views

My 1099-R is school teacher retirement in equal payments 12 months a year until death. However,Turbo tax is counting it as an IRA and early distribution.

by on Latest post on by

1 Reply 189 Views

1 Reply

189 Views

I have a 1099-R distribution from a pension as a beneficiary. I need the decedent's SSN to proceed, but I do not have access to it. What do I do?

by on Latest post on by

2 Replies 247 Views

2 Replies

247 Views

Is an IRA conversion (401K-IRA-Roth) listed under "outstanding rollovers" on the page that asks the value of my IRAs as of 12/31/19?

by on Latest post on by

1 Reply 309 Views

1 Reply

309 Views

Where can I enter a contribution to an ABLE account on the VA return?.

by on Latest post on by

3 Replies 1564 Views

3 Replies

1564 Views

If I withdraw more RMD than required, is all proceeds indicated as RMD?

by on Latest post on by

1 Reply 229 Views

1 Reply

229 Views

I OPENED A ROTH IRA IN 2018 AND I USED MY AFTER TAX MONEY TO OPEN IT. WHY DO I HAVE TO PAY TAX FOR SOME I WITHDREW IN 2019? I AM 61 YEARS OLD.

by on Latest post on by

1 Reply 115 Views

1 Reply

115 Views

Does Turbotax calculate and apply a 8606 result (line 15c) to a 1099-R taxable distribution, or do I do that?

by on Latest post on by

1 Reply 333 Views

1 Reply

333 Views

I am a retired Pastor...my 1099-R shows $8,170.65...Taxable amount 0.00 housing allowance

by on Latest post on by

3 Replies 640 Views

3 Replies

640 Views

If I transferred money from a rollover ira to a companies 401k, should the box labeled "IRA/SEP/SIMPLE" be checked? Or was that a mistake by Fidelity (who holds both)?

by on Latest post on by

1 Reply 181 Views

1 Reply

181 Views

I closed my HSA account and took out all the balance. The Gross distribution amount does not include the money that I took out on 1099SA. Where do I fill in that info?

by on Latest post on by

1 Reply 374 Views

1 Reply

374 Views

How do I get a 1099 R for an annuity payment not to show up as IRA?

by on Latest post on by

1 Reply 161 Views

1 Reply

161 Views

I withdrew from my 403B last year and am wondering where I claim that? Is it within my gross distribution amount or am I waiting for a form in the mail?

by on Latest post on by

1 Reply 153 Views

1 Reply

153 Views

Social Security question

by on Latest post on by

1 Reply 172 Views

1 Reply

172 Views

I took a Roth distribution of basis on 12/31/19 and am paying it back prior to 60 day window. I'm wondering if/how to reflect that on my 2019 tax return. Thanks!

by on Latest post on by

4 Replies 297 Views

4 Replies

297 Views

Why is my 1099 div from Fidelity not importing? It only imports the retirement distribution then links me back to the start page asking if I got a 1099.

by on Latest post on by

1 Reply 179 Views

1 Reply

179 Views

How will social security change my return? I just started receiving it in 2019

by on Latest post on by

7 Replies 710 Views

7 Replies

710 Views

My wife and I rolled funds from our joint stock portfolio into our individual IRA's. Do I report this as contributions to the traditional IRA's?

by on Latest post on by

2 Replies 365 Views

2 Replies

365 Views

Have a 401 k that was rolled over into a regular Ira why is my return showing it as a filly taxable event ?

by on Latest post on by

2 Replies 266 Views

2 Replies

266 Views

How safe is it to give Tubo Tax my password to my IRA to export my 1099 form information automatically?

by on Latest post on by

1 Reply 337 Views

1 Reply

337 Views

I pulled money out of my IRA for a cash gift. I had fed tax withheld. Since it was gift money, I should not have paid fed taxes, how do I correct that in my tax return?

by on Latest post on by

1 Reply 166 Views

1 Reply

166 Views

A silly question - does "Withdraw from Your Roth IRA Before 2019?" means before 01/01/2019 or 12/31/2019? In short, does 2019 withdrawal count?

by on Latest post on by

1 Reply 132 Views

1 Reply

132 Views

How do i get the program to go to a specific for, example 1099R?

by on Latest post on by

1 Reply 148 Views

1 Reply

148 Views

We established a revocable trust in the middle of 2019. We received dividends both before and after we set up the trust. How do we enter the two sets of 1099 Div info?

by on Latest post on by

1 Reply 167 Views

1 Reply

167 Views

Can you add a second SSA-1099 to the TurboTax? I received a second one, in my name, on behalf of my wife, deceased. Where do you add a second one?

by on Latest post on by

1 Reply 112 Views

1 Reply

112 Views

Received 1099R for a deferred comp distribution. It is my only earned income. I used the distribution to contribute to a Roth IRA. How do I enter this in Turbo Tax?

by on Latest post on by

2 Replies 369 Views

2 Replies

369 Views

How do I elect social security lump sum election?

by on Latest post on by

1 Reply 276 Views

1 Reply

276 Views

Can I claim money that I took out early from a 401k as used for my permanently disabled husband (on SSDI) - We file jointly but the 401k account is in my name?

by on Latest post on by

2 Replies 254 Views

2 Replies

254 Views

My income was less than 1/2 of what it was the year before. I retired, collecting SSI, and went on Medicare. How is my federal return not greater?

by on Latest post on by

1 Reply 169 Views

1 Reply

169 Views

Can I defer reporting a 1099-r

by on Latest post on by

1 Reply 211 Views

1 Reply

211 Views

No more people or information needed on this tax return at this time. Would you please correct my error?

by on Latest post on by

5 Replies 653 Views

5 Replies

653 Views

In 2019 I withdrew 5000 in contributions from ROTH IRA that was open for 5+ years. Turbotax is showing that my withdrawal is taxed on MA State Form. How do i fix that?

by on Latest post on by

3 Replies 532 Views

3 Replies

532 Views

Is there a way in TurboTax to see how Form 8606 (for nondeductible IRA contributions and Roth conversions) prior to finishing our federal tax submission?

by on Latest post on by

1 Reply 167 Views

1 Reply

167 Views

Does the late taxes I paid last year go anywhere on my return? I took money out of an IRA Dec 2018, owed the tax in 2019. Does it reduce my taxable income?

by on Latest post on by

2 Replies 380 Views

2 Replies

380 Views

Rolled my Roth 403(b) to Roth IRA and entered my 1099-R. However it is showing as taxable. Box 2 is blank. "Taxable amt not determined" is checked in 2a and "H" in box 7.

by on Latest post on by

1 Reply 212 Views

1 Reply

212 Views

If I am told to check this entry for a form and nothing appears on the screen what should I do?

by on Latest post on by

2 Replies 695 Views

2 Replies

695 Views

After entering my W-2's the program says that i paid to much for social security tax. but when i multiply social wages by .062 the numbers are correct. What do i do?

by on Latest post on by

2 Replies 429 Views

2 Replies

429 Views

How to edit contributions made to employer's dependent care plan? TurboTax thinks I contributed $5,000 but it was $0

by on Latest post on by

1 Reply 112 Views

1 Reply

112 Views

Should the amount entered in box 5a on our 1040-SR be equal to the sum of the two box 5's on our social security benefit statement SSA-1099's?: thanks

by on Latest post on by

1 Reply 213 Views

1 Reply

213 Views

Cannot upload 1099 info. will not accept account or 1099 id

by on Latest post on by

1 Reply 184 Views

1 Reply

184 Views

Should I include amount of early pension withdrawal re-invested in Roth IRA within 60 days in "Traditional and Roth IRA Contributions" section of "Deductions & Credits?"

by on Latest post on by

4 Replies 508 Views

4 Replies

508 Views

How to report an indirect ira rollover?

by on Latest post on by

1 Reply 249 Views

1 Reply

249 Views

Reporting deductible UK retirement contributions

by on Latest post on by

1 Reply 355 Views

1 Reply

355 Views

Only income is IRA yearly contribution. Do I claim that as income? And Do I need to file taxes as IRA is $11923.00?

by on Latest post on by

1 Reply 295 Views

1 Reply

295 Views

What’s form 1099R

by on Latest post on by

2 Replies 890 Views

2 Replies

890 Views

I received two 1099-R forms at the same time. They both have different company's on them but one says substitute on the bottom. Which one do I use?

by on Latest post on by

2 Replies 700 Views

2 Replies

700 Views

Do I answer yes to the question "is the amount in Box 2A my taxable amount" or do I answer No because I have employee contributions in box 9B?

by on Latest post on by

3 Replies 349 Views

3 Replies

349 Views

I closed out my Roth IRA early. Turbo tax wants my prior year contributions but I haven't contributed to my IRA in over 15 years. So I really don't know what to put.

by on Latest post on by

2 Replies 504 Views

2 Replies

504 Views

The EIN # 04-3581074 on my w-2 for Az. state retirement services comes up on TURBOTAX as the state of IL. AT&T retirement services?? How can I correct this?

by on Latest post on by

4 Replies 5975 Views

4 Replies

5975 Views

I have an asset in a self directed IRA that is now worthless. How can I remove it from my total value of all Traditional IRA's?

by on Latest post on by

2 Replies 823 Views

2 Replies

823 Views

I earned 75.49 in my bank savings account and 4.73 in my checking account for 2019. do I combine them as one for turbo tax OR separate each?

by on Latest post on by

1 Reply 128 Views

1 Reply

128 Views

Need to file 1099-R

by on Latest post on by

1 Reply 188 Views

1 Reply

188 Views

Can I put money in my husband's Roth? Both of us are retired. I am working a small contract consulting job. I put money in my Roth IRA .

by on Latest post on by

1 Reply 277 Views

1 Reply

277 Views

How do I clear an amount showing on IRA contributions? I mistakenly added my 403b contributions - and have removed the amount, but a negative balance remains

by on Latest post on by

2 Replies 619 Views

2 Replies

619 Views

I have a 1099 for a rollover IRA, with taxed and untaxed $$'s I recharacterized into a Roth but the 1099 shows the entire amount and has "taxable amount not determined" ?

by on Latest post on by

3 Replies 677 Views

3 Replies

677 Views

1099r retirement

by on Latest post on by

5 Replies 1026 Views

5 Replies

1026 Views

State St. Ret. transferred my pension to Mass. Mutual Life in '19. Turbo asks if this was 1st yr. I received payments from Mass. Yes or No?

by on Latest post on by

1 Reply 134 Views

1 Reply

134 Views

You asked 1099-R Entries show total withdrawals, one was a rollover, the other my pension. Neither is correct and I haven't been able to correct it. What happens now?

by on Latest post on by

1 Reply 150 Views

1 Reply

150 Views

Why do I not qualify for Retirement Savings Contribution Credit? not a student, over 18, not claimed by anyone else, I am filing as head of household and AGI is only 31K

by on Latest post on by

1 Reply 183 Views

1 Reply

183 Views

I rolled funds from my 401K to a traditional IRA, then from the IRA to a Roth IRA. How do I answer the question " Was this money rolled over to a Roth IRA?

by on Latest post on by

2 Replies 386 Views

2 Replies

386 Views

Where to get my 1099 form

by on Latest post on by

1 Reply 284 Views

1 Reply

284 Views

I had a excess retirement plan contribution returned to me, which I entered. it's showing a larger amount on my taxable income, though. is this an error?

by on Latest post on by

1 Reply 204 Views

1 Reply

204 Views

Trying to edit my 1099r. Site says fix errors. What errors, can't continue

by on Latest post on by

1 Reply 262 Views

1 Reply

262 Views

How do I enter arrears of my deceased husband's military retirement pay without TurboTax treating it like an IRA that needed RMD's taken out if it?

by on Latest post on by

4 Replies 1280 Views

4 Replies

1280 Views

We are both retired. It is asking for W2 information and we only have retirement information 1099-r

by on Latest post on by

3 Replies 663 Views

3 Replies

663 Views

1099-R Box 7 has code 1B. There is no option 1B. There is an option 1 or B on the first pull down. The second pull down is only 1-5. What do I need to put in for box 7.

by on Latest post on by

4 Replies 3052 Views

4 Replies

3052 Views

Transmitted my taxes but I realized that I didn’t wait for my 1099 from my bank. How can I remedy this ?

by on Latest post on by

2 Replies 161 Views

2 Replies

161 Views

My 1099R from NYS ERS says it is exempt from state tax but when I enter it tax due increases. Is this correct?

by on Latest post on by

3 Replies 819 Views

3 Replies

819 Views

Why does TT skip asking me about higher education expenses from Roth IRA? It won't take me to that exemption

by on Latest post on by

1 Reply 169 Views

1 Reply

169 Views

How do I download 1099-R from fidelity

by on Latest post on by

1 Reply 465 Views

1 Reply

465 Views

Hi I had to take a early withdraw from my ira accounts because I needed the monies because i was on workers comp for a year do i still get penalized for this withdraw

by on Latest post on by

1 Reply 401 Views

1 Reply

401 Views

I took a 75,000.00 distribution on a 60 day rollover. within that 60 days i returned $40,000 of the 75,000 how do i show that 40k from my form 5498?

by on Latest post on by

1 Reply 221 Views

1 Reply

221 Views

Received 1099-R from Financial Institution with amounts from several different IRAs can they be totaled and entered as single amount in Box 1?

by on Latest post on by

2 Replies 345 Views

2 Replies

345 Views

I had additional money held from each paycheck in 2019.Is there a better way to invest this money before it is due rather than paying the government early?

by on Latest post on by

1 Reply 302 Views

1 Reply

302 Views

Should TT 2019 prompt me for questions about K-1 income to determine QBI deduction? It did last year, but not this time and deduction is not calculating.

by on Latest post on by

1 Reply 178 Views

1 Reply

178 Views

Turbotax had an option "choose what I want to work on" to enter specific info This was helpful when you only had some of your tax documents. Is this still an option?

by on Latest post on by

3 Replies 1107 Views

3 Replies

1107 Views

Am I eligible for Retirement Savings Contribution Credit if I was a student from January until April, with my last final on April 30th and my Graduation on May 4th?

by on Latest post on by

1 Reply 209 Views

1 Reply

209 Views

My spousal support order changed 1/2 way thru year and only $4k is taxable of the $8k i received. Do i put $4k in the amount or the whole $8?

by on Latest post on by

5 Replies 564 Views

5 Replies

564 Views

How do I download my Merrill Lynch 1099 reports

by on Latest post on by

1 Reply 296 Views

1 Reply

296 Views

How do I download my Merrill lynch 1099 forms

by on Latest post on by

1 Reply 254 Views

1 Reply

254 Views

Govt TSP taking RMD now. living trust. should I make trust beneficiary or wife/daughter? tax implications?

by on Latest post on by

1 Reply 208 Views

1 Reply

208 Views

Is the distribution from 529plans considered your income?

by on Latest post on by

4 Replies 1021 Views

4 Replies

1021 Views

I had to withdraw money early from a 401k plan to cover loss of wages because my child was hospitalized several months, does that count as "medical expenses" exemption?

by on Latest post on by

2 Replies 578 Views

2 Replies

578 Views

Only amounts that I posted in Box1a of the 1099DIV is being shown as income and the amount inBox 2a. Also amount in Box 1b is not being used. Why?

by on Latest post on by

1 Reply 270 Views

1 Reply

270 Views

What is the tax implications of selling a stock in a Roth IRA that has a current value of $1500 and a cost basis of $1,000.

by on Latest post on by

3 Replies 12296 Views

3 Replies

12296 Views

Question about Backdoor Roth Conversion

by on Latest post on by

2 Replies 863 Views

2 Replies

863 Views

Where does my taxes paid on a retirement total distribution (1099-R) show on my tax return? I think there was a mistake in 2018 and the taxes paid weren't entered

by on Latest post on by

1 Reply 277 Views

1 Reply

277 Views

If Like Kind when entered takes me to 1099-R not to 8824

by on Latest post on by

3 Replies 808 Views

3 Replies

808 Views

We received money for a wrongful death lawsuit that was settled out of court, Is this taxable?

by on Latest post on by

5 Replies 4104 Views

5 Replies

4104 Views

Hi this year i maxed out on both mine and my wife’s roth account I also made more money this year than i expected i may go just above the income amount that will disqualify my ROTH QUESTION:

by on Latest post on by

1 Reply 293 Views

1 Reply

293 Views

I’ll be doing a Roth conversion at end of year. I will owe a large amount of tax. If I make an estimated payment brief year end, will I avoid a penalty? I’m not sure about the timing require

by on Latest post on by

2 Replies 855 Views

2 Replies

855 Views

Does the federal tax due (in progress) include 401k deductions? or do they ownly show this at the end. Discrepancy w/ IRS w4 calc almost exactly matches this amount.

by on Latest post on by

7 Replies 889 Views

7 Replies

889 Views

Contributions 1099-R to HSA is shown in 1099-R with distribution code 7. IRA doesn't have the code for this type of transfer-in Turbotax contributions from 1099-R -"0"?

by on Latest post on by

6 Replies 3292 Views

6 Replies

3292 Views

I received social security payments for the first time this year. What is the EIN or Federal ID for the Social Security Administration?

by on Latest post on by

2 Replies 794 Views

2 Replies

794 Views

My Federal tax amount goes up when I input Roth contributions? If I delete the Roth the tax owed goes back down to the amount before inputting the Roth contribution?

by on Latest post on by

20 Replies 1980 Views

20 Replies

1980 Views

I work as data entry for 1 client. He will be giving me 1099, not W-2. I bought a laptop that I will be using strictly for work, nothing else. Can I deduct it to my tax?

by on Latest post on by

5 Replies 1675 Views

5 Replies

1675 Views

What forms do I need to complete to file an amended 2017 US tax return to get credit for German taxes paid on SSA retirement benefits?

by on Latest post on by

1 Reply 325 Views

1 Reply

325 Views

Turbo Tax used the wrong amount when figuring how much of my SSA benefits should be taxable. Line 19 of the IRS worksheet should be the smaller of line 17 or line 18.

by on Latest post on by

6 Replies 1848 Views

6 Replies

1848 Views

Can I make IRA distributions in 2020 for 2019 tax year

by on Latest post on by

2 Replies 615 Views

2 Replies

615 Views

My question is, will the earned income tax credit (married filing jointly) be determined off of our unadjusted total gross income OR be determined AFTER taking the standard deduction ($24,400 less) in

by on Latest post on by

1 Reply 404 Views

1 Reply

404 Views

ESPPDD and 1099-B

by on Latest post on by

5 Replies 2740 Views

5 Replies

2740 Views

My former employer is offering to buy out my pension. I am 36 years old and wondering the taxes and penalties for taking the early payment?

by on Latest post on by

5 Replies 1325 Views

5 Replies

1325 Views

I was thinking of taking a cash distribution from a 401(k), or putting it into a an IRA Annuitization, what are my tax responsibilities?

by on Latest post on by

1 Reply 416 Views

1 Reply

416 Views

Tax impact of a Roth distribution paid back within 60-days

by on Latest post on by

8 Replies 3739 Views

8 Replies

3739 Views

I inherited money. It came from an IRA which was liquidated and it was not taxed previously. How do I figure out how much it was taxed by the state of NC & federal?

by on Latest post on by

1 Reply 602 Views

1 Reply

602 Views

When are forms available or what is best process to estimate tax liability for 2019. Want to use RMD to pay my tax liability from pension, investments, RRT???

by on Latest post on by

1 Reply 232 Views

1 Reply

232 Views

How can I calculate estimated tax on RMD distribution from an IRA?

by on Latest post on by

2 Replies 532 Views

2 Replies

532 Views

Can I take a hundred percent tax withholding from a rollover ira to help offset the taxes owed on a defaulted 401k loan?

by on Latest post on by

6 Replies 977 Views

6 Replies

977 Views

Good Morning, Turbo just provided me my monthly credit score, with a 25% drop...I have no idea why there is a drop, can you look into this ? (Was 803 now 634, seems odd).

by on Latest post on by

1 Reply 407 Views

1 Reply

407 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Premier Online