Retirement Tax Tips and Answers | TurboTax® Support

Is an additional pension benefit subject to self employment taxes?

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I would like to add a note to the IRS about an item in my return, can I do this with TurboTax?

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I accidentally over contributed to my 401K - what do I need to do?

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Do I pay the full 10% early withdrawal 401k penalty to Georgia if I only moved there on 11/17/17 from Florida?

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"We have an RMD from a State of Connecicut 403b retirement plan (TIAA-CREF). Is that amount eligibe for the 25% deduction?"

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Form 8606 inh. nondeductible IRA: Enter Name as Joe Q. Public (Inherited IRA - Beneficiary of (Jane Q. Public) and my SSN or enter only my mother's name and her SSN?

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Early distribution exceptions for ROTH IRA not on my 1099-R. The distribution was 7 years after the last contribution. 1099 has "J" and taxable amount not det box is x'd

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Box 5 of CSA 1099R shows Contributions for my Health Insurance I have Dental and LTC ins deducted Can I claim the Dental and LTC premiums under Medical Deductions

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Which line should be used for allowed regular IRA contribution when W-2 Line 1 [>$6,500] is larger than line 3 [<$6,500] due to health insurance paid for >2% shareholder?

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La Schedule E is required to adjust USAF retired pay which is not taxed in Louisiana so why must we contact you every year to have it done?

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Can a retired woman on SS benefits claim god son as dependent if he is over 19 years old and earned about $6,000 income.

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I have 4 IRA's, My first one that had both reportable and non-reportable contributions. I am 60 and taking distributions, I have a question about the fair market value

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I entered in a withdraw from my HSA and my taxes owed went up about 60% of the amount of the withdraw.

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If I received dividends from ESOP stock in my 401k, does that count as receiving retirement income? I have a 1099-R.

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How to report re-characterization of Roth IRA to Traditional IRA, and then backdoor Roth IRA Contribution?

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Why am I getting taxed on a 2017 backdoor conversion to a Roth IRA that had no increase in basis?

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Why do only 4 of 5 1099-R forms transfer from my .tax2016 return?

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How do I enter a Backdoor Roth IRA contribution for 2017?

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Can multiple IRA's be lilted in different lines on Form 1040?

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How do I report a loss due to the return of a excess contribution to a traditional IRA taxable in 2017?

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What forms would I use to get a refund on taxes paid on excessive retirement payments which have been returned to the company. Thanks

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My broker gave me more than my RMD, then issued a 5498 to offset the over amount. How do I report this?

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My wife bought back time on a pension. is the payment of $3800 deductable?

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Turbotax has gotten to the Federal Reveiw, but at no point did it ask me about Rolling over funds from IRA to ROTH for last year; how do I enter that?

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I am over 70 years old...can i start a roth ira?

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If a 1099-R has no taxable income does it still need to be included in the taxes?

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Lat in taking my 2017 IRS distribution

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How can I report excess contribution made in 2018 for roth applied to 2017? Found out the income will not let us qualify for Roth. How do I report to 2017 1040 taxes?

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I have same question. before 2016,I made nondeductible traditional IRA 4 years total $16000. I kept Form 8606. Last year I made a conversion to roth IRA.

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Should I only use code P (instead of JP) in box 7 on 1099R for earnings on an excess contribution to my Roth IRA if I am over 59 1/2 since it is not an early withdrawal?

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6 Replies 11826 Views

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Regarding my Roth/ 401 Retirement. Do I enter the amounts stated on my W-2 box 12D , into the 'Traditional and Roths Contributions' Section?

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I have a 2007 nondeductible traditional IRA contribution of $5K. Can that be converted to a deductible contribution in a later year.

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Excess IRA Contribution

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How do I properly report withdrawal of Roth IRA contributions? I understood contributions could be withdrawn anytime tax- and penalty- free.

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INCOME AS A MASS STATE RESIDENT ALSO TAXED IN JURISDICTION IN WHICH IT WAS EARNED. W-2 PUTS IT IN TWICE SO TOTAL INCOME IS TWICE THE ACTUAL

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The amount in box 9b of my Form CSA-1099-R seems to have no effect on my rebate calculation. Why not?

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Contributed to an IRA annually from 2014, didn't deduct the tax benefit. Converted to Roth IRA in 2017 & getting taxed on conversion. Is there a way to reduce the tax?

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Husband's company went belly up, after tax pension plan was taken over by feds. Been drawing from funds, on his death it started coming to me... is this taxable to me?

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If I reached minimum retirement age in the middle of the year, do I split disability pension between earned income and pension income?

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Turned 70 in March, withdrew most of the RMD last year and reported on 1099R. How do I report the first-time 2018 RMD withdrawal without the 1099-R in Turbotax?

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Should I change downloaded name and address to agree with received 1099-R?

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Do I put health benefits in box 15 of my 1099-R, as my employer does, even though in TurboTax box 15 is designated for local tax withholding?

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I am retired but my company pays my retirement per a 1099-Misc. How do I avoid looking like I am still employed?

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Can I contribute excess insurance compensation to IRA?

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Do I enter the actual amount I contributed to a PA 529 Plan in 2017, which exceeds the annual maximum, or do I enter the maximum allowable contribution?

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Can I deduct $6500 contribution to traditional IRA?

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Excess contribution in 2016. Already maxed out contribution for 2017. What should I do?

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Does it make a difference on our return if we get monthly pension payments but the periodic payments screen always reverts back to NO?

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I transferred my son's UTMA mutual fund. The old broker said there would be no 1099-B sent because the account was transferred to another UTMA account. Is this correct?

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My son made an excess Roth IRA contribution in 2015, which was withdrawn in 2017 . He got a 1099-R with J on box 7. How do I report this in TurboTax?

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I imported my broker statement. A 1099R shows as imported but is not displayed as one of my 1099Rs. Do I need to enter it manually?

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How do you adjust (IRA/SEP/SIMPLE) 1099-R box 2a (2b has X) to show impact of qualified distributions(over 70.5 years age) which are ~53% of gross dist.?

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How to report a transferred inherited IRA?

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Should I list my mother first on a joint return in which my father deceased? In previous years, my father was always listed first.

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1099R bank error

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My income is social security and dividends. The ObamaCare subsidy needs to be repaid (salary $4000 too much). Can I make an IRA contribution to reduce income.

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How do I enter a negative number into turbo tax? My niece received a SSA-1099 where she repaid benefits of $1,119.00. In box 5 is shows $($1,119.00).

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401K Excess Distribution

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Can IRA distribution in 2017 that is not rolled over until 2018 be shown as a rollover on 2017 return?

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If I live in Washington do I have to file a Utah tax for my Utah pension?

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I started my return, but don't have all my 1099's yet. Can I go on to Deductions, and come back to Income later? Can I start my State return, even if I add 1099's later?

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My box 2a is zero on my 1099-R as it is non taxable, but TT won't let me file as SmartCheck is saying it can't be zero. How do I get by this edit in TT?

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I reported total value (and basis) of all trad IRAs on my '14 & '15 returns, but forgot to include a trad IRA annuity (I had distributions). Do I need to amend them?

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The basis in my Roth IRA is not calculating correctly. It appears to be double counting the basis of a rollover Roth 401K that occurred this year.

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Q. Regarding contributions to Roth prior to 2017. Is Contributions to Roth 401K then converted to Roth IRA considered a contribution?

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How do I exempt Army pension retirement income (1099R) for my husband who is 100% disabled on my Maryland State Return? I saw something about a 29,900 exclusion.

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Can I use part of 13,000 capital loss carryover from 2016 if our 2017 income is 10,000 (with 2,400 withholding) and 44,000 soc security; TurboTax calculates 2,400 refund?

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How do I enter a QCD that has a basis in it? TT does not fill out form 8606 correctly. Please give exact steps..

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Does contributing to a Roth IRA necessitate filing taxes for a dependent child earning less than 6,200 for 2106?

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Why is the taxable amount of SSA higher in 2016 than 2015, when the net benefits in Box 5 of SSA-1099 are the same for both years

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What level of taxable income triggers reduction in social security

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I received a lump sum distribution from my ESOP. Employer issued a 1099B and 1099R. Cash was rolled into IRA. How do I enter this in TruboTax?

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How to record IRA Mutual Fund settlement check

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How can I get turbotax to account for a traditional IRA withdrawal refunded and shown on Form 5498?

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How do I report beneficiary IRA distribution as an estimate? I don't have a K-1 and don't want to wait to file.

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If I take $100,000 out of my non IRA mutual funds are there any tax implications other than 2017 capital gains

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How do I avoid penalties on an IRA transfer that was completed prior to 60 days?

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I'm over 59-1/2 and still working. If I withdraw $6500 from my traditional IRA in January, can I still make a tax deductible IRA contribution of $6500 that same tax year?

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TT shows I can contribute 40,000 to my SEP IRA can I also add a catch up as I am older than 50 years

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1078 Views

Filing join Fed return, $5,000 addition to an IRA. Wife did work, can it be put under her name?

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4 Replies 1926 Views

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Is a lump sum beneficiary annuity distribution considered a RMD?

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1 Reply 1910 Views

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1910 Views

Does turbo-tax have a way to enter other 1099-R distribution codes in #7? My distribution code is PJ in # 7.

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If i withdrew from a retirement plan to pay tuition would that lower my tax bill

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1378 Views

When turbo tax asks 'tell us the value of your traditional ira'. Is this just the value of the traditional IRAs or should any Roth IRAs also be included?

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1 Reply 2287 Views

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2287 Views

Last year our social security benefits were taxed at 30019 and this year it is being taxed at 35598 even though we have less overall income

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2 Replies 1185 Views

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1185 Views

If I withraw money from an IRA, for the Down Payment on a Condo, can I replace it without paying any additional taxes?

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4 Replies 1900 Views

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Rec'd substitute 1099S showing gross proceeds only.If I use cash to seller won't it make me pay tax on my down payment which was already taxed?

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1 Reply 1199 Views

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1199 Views

I have a small amount of income that does not require 1099 Misc but Turbo Tax requires me to file form 8819-T. As far as I can tell I do not need this form.

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1 Reply 1362 Views

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1362 Views

Why am I getting the error:"Your already have entered amounts for this state or locality" when I try to enter just one 1099-G tax refund?

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5 Replies 3502 Views

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Can I deduct ROTH IRA advisor (management) fees paid from a taxable account?

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Should the blocks choices for Income using CSA 1099R on TT match the actual blocks on the CSA 1099R?

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I'm retired and not working but the Indiana work sheet asks for county of of employment. why?

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1769 Views

I have a retirement checks I get every month and I pay taxes on that sum. where do I get to claim the taxes

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1044 Views

How do I enter a distribution amount from a Profit Sharing Plan when I have no 1099-R?

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2642 Views

Is the TSP considered a QULAIFIED RETIREMENT PLAN?

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3010 Views

Deduction of IRA basis from RMD?

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1126 Views

I received 6,000 from a burial posicy. Is this taxable income?

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"Is there a form I need to submit to the IRS to prove I did not earn any income after my retirement date".

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1 Reply 1291 Views

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1291 Views

Canadian Old Age Pensions and Canadian Govt. Annuity payments, entered in Other Income in past. Now there is no place to enter..

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1 Reply 1449 Views

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1449 Views

Can I open an Roth if I only contributed 1,100.00 to my 401K in 2016 because of retirement in January 206?

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985 Views

How do we allocate income from: Annuities, Social Security, Interest, Dividens among two states?

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I live in Illinois. My husband and I are retired. Neither of us had state tax withheld from our pension checks. Do we need to file an Illinois State Tax Return?

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1027 Views

Do I still need to fiel FBAR Form 114 if the account is closed

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6545 Views

Can I contribute to an ira or roth to the maximum and not deduct it ?

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Can I claim a write off for medical payments that were refunded from a retirement medical account. They are now showing my payments on a W2

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1 Reply 1038 Views

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Where do i enter enter state tax exempt interest on 1040 when not entered on 1099R?

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1105 Views

Do I need to enter asset cost and description for Home Office Deduction when using Simplified Method - I was asked to this during Federal Check?

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948 Views

What to enter the 'Value of Traditional, SEP and SIMPLE IRAs on December 31, 2016'? (follow up question)

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Our pension distributions are the same each year. All data is exactly the same. How to copy data from year to year.

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1065 Views

We did not receive a W2 my wife and I are retired. Turbo Tax keeps asking for W2 sand now the IRS. We can't e-file because of this/We did receive 1099R.

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1 Reply 1133 Views

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1133 Views

The data from one of my 1099-Rs isn't included in my income. The turbo tax worksheet shows it but it doesn't appear on my form 1040. Is there a program issue?

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1302 Views

I'm a retired DoD civilian annuitant widower aged 69. Can I reduce my 2016 federal tax liability by funding a Traditional IRA with Schwab for $6500.00 b4 Apr 18, 2017?

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Early withdrawal 11.9k from roth ira, 10k from trad ira. 10k went to house, 3k to college. Do I enter 3k for "Did you use your IRA for any of these expenses, Higher edu"?

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930 Views

I'm retired. I received "nonemployee compensation" from my former employer this year (SAR payout). Can I contribute to an IRA and take a deduction?

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1 Reply 1507 Views

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1507 Views

Non deductible contribution to tIRA, then rolled it over to Roth IRA. In the same year, later rolled over from a previous employer's 401K to the same tIRA. Taxable?

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I forgot to file an 8606 with IRA basis on my 2015 return and thus paid tax on my full MRD. For 2016, can I use the basis on line 14 of my 2014 return?

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Can I claim interest on a loan for down payment on rental property borrowed with my retirement as collateral if I'm also claiming interest on loan from mortgage company?

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1 Reply 1005 Views

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1005 Views

After tax 401k distribution to Roth

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1 Reply 1490 Views

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1490 Views

IF I have a QDRO that requires me to pay 129829 to an ex-spouse from my 401K, why does that not reduce my total wages by that amount?

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1 Reply 1002 Views

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Entering nys teachers retirement system infotmation

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1 Reply 1241 Views

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1241 Views

Anyway around block 13 of W-2 form being marked "retirement plan"?

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3 Replies 6330 Views

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I used a portion of an early 401K withdrawal to pay off my school loan, and to send my wife and son to school. Does it qualify for exemption for higher education?

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1 Reply 1185 Views

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1185 Views

I have a 1099R with an amount box 6. The amount in box 6 does not seem to affect the tax due. Can you explain?

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1 Reply 4573 Views

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Turbotax premier - how does turbotax premier adust the ira deduction for a taxpayer who is receiving Social Security income.

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2 Replies 1707 Views

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Is a 401k a pension

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2599 Views

Should the additional income from a Qualified HSA funding distribution that did not meet the testing period requirement be reported as 2016 or 2017 income?

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Consolidated 1099 forms for account held under name of [PII removed] Revocable Trust. Jack passed away last April. Question Below:

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1071 Views

My 2016 tax withholding was over 100% of 2015 tax liability, per the safe-harbor requirement; how do I enter the 2015 tax liability to avoid 2016 underpayment penalty?

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1 Reply 921 Views

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921 Views

May I use my W-2 income as the basis for contribution to a Roth IRA if that income is from a "special pension" which is part of my early retirement package. I am 79,

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1324 Views

Do I Need to attach the original (vs. scanned copy) of the court-issued executor-appointed document with a deceased federal tax return?

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6122 Views

How do I report retirement income from the German social security plan in Turbo Tax ?

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1 Reply 1122 Views

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1122 Views

Can I gt an answer to re-characterization from 2017 Roth toRollover IRA? Fidelity 1099s have the right codes but Ttax does nothing to adjust the amount from the Rollover?

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1 Reply 1634 Views

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1634 Views

Can 6500 ira contribution for 2018 tax year be borrowed money?

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1 Reply 958 Views

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958 Views

Why can I not enter the actual amount that I contributed to my 401k as a self-employed individual?

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1 Reply 1160 Views

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1160 Views

I received a 1099-G from California for a refund. The refund was for 2014 and filing in 2016. How and where to I input this information?

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If I am employed,making 401-K contribution and turned 71yrs . do I need to make RMD withdrawals from my other traditional IRAs with other custodians?

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3 Replies 1675 Views

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For electronic filing and payment of PA stae returns do the 1099R forms have to be submitted?

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1 Reply 1710 Views

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1710 Views

Employed thru Feb 2018 & contributed 401k plan. Should the answer to whether is enrolled in employer plan be yes or no since she wasn't employed at the end of the year.

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1 Reply 1033 Views

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1033 Views

Is income reported on a 1099-S for the remaining value of life use upon sale of a primary home taxable income, and if so how is it entered in Turbo Tax?

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3 Replies 1338 Views

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If I live in Minnesota, but get retirement income from Wisconsin Teachers association does that count as income from another state?

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1 Reply 992 Views

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How to make a Roth IRA conversion tax deductible, while also reporting a recharacterization

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1 Reply 1134 Views

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1134 Views

After following "Steps to Take to Remove an Excess Salary Deferral," how do I clear the errors reported by Smart Check that I have over contributed?

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2 Replies 1244 Views

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In 2016 I had two Form 1116's, one for passive income and one for General Limitation income. How do I enter the carryover data from those forms into TurboTax?

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1 Reply 1400 Views

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1400 Views

How is line 20 on the Social Security Benefits Worksheet calculated when line 19 is zero?

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4 Replies 2552 Views

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My wife and I are required to wear uniforms for work. Why can't we claim this? Police officer/medical technologist

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1 Reply 772 Views

1 Reply

772 Views

I made an excess 2018 roth ira contribution. i withdrew all and added back to my brokerage account. it is not fit re characterization definition. how do i report this?

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7 Replies 3808 Views

7 Replies

3808 Views

My 16 year old daughter gets $4,308. from social security (survivors benefits) and pension from her deceased dad 1099r $5,979.63. do I need to report this?

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4 Replies 1602 Views

4 Replies

1602 Views

Can I E-file if there is an excessive 401K contribution on a W2?

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2 Replies 1703 Views

2 Replies

1703 Views

I made contributions to an organization in Puerto Rico, but Turbo Tax didn't accept the valid zip code for the address, which was in San Juan.

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1 Reply 1378 Views

1 Reply

1378 Views

I received a schedule K-1 from a Roth IRA investment. Do I need to enter this anywhere in my Maryland State return? If so, where?

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1 Reply 1650 Views

1 Reply

1650 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Premier Windows