Retirement Tax Tips and Answers | TurboTax® Support

I took a 401K distribution through CARES and then started contributing to 401K through payroll. Do those contributions count towards payback?

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Where to enter solo 401k contributions? the Other Business Situations>Self-employed retirement plans doesn't let me enter anything.

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So Maine just allowed the unemployment income of 2020 to not be taxed. BUT when i filed it was tax. How do i get that taxed money back??

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If I had a hardship withdrawal from my 401k in 2020 with the taxes already taken out do I have to have a 1099 form along with my W-2 forms before I can file my taxes

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TT not calculating underpayment penalty (I'm a sole proprietor) because it didn't ask my 2019 income/AGI. It's calculating based on 0 for 2019. Where does 2019 info go?

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I do not have a 1099-G form, but I need information from it. How can I get this information?

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What does "Enter the amount, if any, attributable to this trade or business only" mean as the follow-up item to the total SEP IRA contribution amount I have entered?

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Amending my 2020 return to include contributions to my traditional IRA made prior to 05/17/2021. I have contributed $6K and am not eligible to claim full amount - why?

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Form 1099 R box 2a wont take $0 as a value what should I do? if I use any other number is says I OWE over $2000!!???

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I opened Roth Ira in 2020. Do I enter my contributions in the self employed retirements plan in income & expenses and in the Roth contributions under deductions & credits

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We have an inherited IRA that we did not take a distribution from because of the CARES Act. We did not receive a tax form. Do we still need to list the account?

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My return is stuck in a loop on a file I down loaded from my etrade account it is asking for the cost basis on a 1099 b statement which I downloaded from etrade.

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Is my cash balance plan monthly disbursement taxable?

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I'm stuck at reviewing my 1099-r, but it doesn't say what the problem is. It just keep asking me the same questions, but I can't continue past it.

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I am so confused about my 1099’s. Never got them in the mail for Instacart and Doordash. Please help.

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Does TurboTax also file my social security taxes if I am self employed?

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How do I indicate the amount on one of the 1099-R that my wife received was rolled over soon after receiving it and therefore I have to report that it.

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How can I reflect the SECURE Act provision for "qualified birth or adoption distribution" to make this penalty-free? Provision under SECURE act.

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My ROTH 401K contributions for 2020 exceeds the $7,000 limit by $573. How do we know if we are getting penalized for this? If so, can we transfer the excess to 401K?

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Retirement plan 401(k) distribution is 0 in this special year 2020. What to do?

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How do I report an excess SEP IRA contribution which was withdrawn (+ earnings) before the tax deadline. The 1099-R wont be available until next year.

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I am trying to do taxes for my Father. He has a 1099-R(Pension), 1099-SSA and then a 1099-R(IRA payout and conversion to Roth IRA). Why is this counting as Self-Employed?

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When and how do I pay deferred taxes for social security?

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Where to find taxable income from 1040 line 15

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How do I fill out 1099-R manually?

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How do I take off the qualified retirement plan deduction?

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I quit my job,I had an amt. of $100 in company life ins. plan. I closed the acct and was sent $12.90 of the original amount. Is this considered entire distribution of RMD

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Still looking for an answer regarding Maryland's Relief Act. What do I do with the state tax withheld from unemployment benefits?

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Hi, I was entering information about distributions from my IRA and it asked me if my IRA was closed before December 31, 2020, but now I can't find where that question is

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How would a private caregiver file, especially when their employer did not take out medicare, federal, or social tax. And only provided a 1099-NEC.

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I am putting money into a First-time Home Buyer Savings Accounts in order to deduct from my self-employed income. Where should I do that in TurboTax?

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I received a 1099-NEC I'm not sure how to file

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I did not receive 1099-nec can I just enter the income amount without the 1099-nec form?

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How to I enter a 1099-r in Turbo Tax?

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My company changed 401k plans, I have a 1099R but no money was withdrawn, do i answer yes or no?

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How do i enter my 1099 earnings?

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Should I amend my 2019 tax return since I got a 2020 1099R form on 4/1/2021 from a old employer?

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How do deferred taxes from form W2 box 12 get paid? Example codes M and N for retired employee life insurance. Who pays and how?

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I have a section in my W-2 that says Contribution to CODA PLANS. What Box number is that?

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I received a lump some VPP check and rolled it over into an IRA. TT has this as additional income. Is this taxable added income?

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My Fed return was just rejected along with my two state returns saying I have a duplicate 1099-Rs. I actually have two 1099-Rs with the same amount for two states. Help!

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Should I put my military pension amount block 16 of my 1099-R for NY State?

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If Box 4 isn't included in my 1099-NEC form, what should I do? Should I contact my employer for this information?

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I had 3 cleaners in bnb business. Each clean was $50, but in total each cleaner earned >$600. Do I need to send each a 1099? What happens if I missed the 1099 deadline?

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My wife and my AGI is $172,000. We qualified for but did not receive the 1st stimulus ($2,400), but Turbotax says our credit is only $1,271. How can this be?

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Why am I being penalized this year for my annual contribute (the maximum I'm allowed) to a Traditional IRA,? I thought this was a qualified deduction?

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I have a 1099-G the only box that has anything in it is a box 6 but there is not a place to add this information in Turbo Tax.

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On my 2020 taxes, I said I'd contribute a certain amount $ to an IRA by 4/15. I can't recall if I said it would be a Roth or Traditional IRA. How do I find that?

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Etsy issued a 1099 in my name when it should have been issued to my partnership. Since my portion of income is included in my K-1, can I skip claiming this 1099?

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My Tax return was accepted on March 15 2020 , two weeks has passed. why is not recorded on the Social security site ?

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When will Turbo Tax update to reflect the EITC look-back option or can we only get that feature using a private accountant? It is still using my 2020 income instead of 2019 which the new law allows.

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What does this mean? Enter the portion of line 3 that can be attributed to March 27, 2020,through December 31, 2020

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I put post-tax money into a Vanguard Traditional IRA and then converted it to a Roth IRA, but am being charged income tax on the Traditional IRA distribution? Why?

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Why if I am self employed and earned $32K after deductions would TT say I didn't earn enough income to have paid only $700.00 to my Roth IRA, and that I owe a penalty.

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1099R and Covid

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FTB is asking for a 1099 form. I don't know where to get it

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How do I get a 1099 for social security?

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The software will only allow an amount to be entered as Code W line 1. How can I enter an amount for Code W in Line 4?

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How to fill out a 1099

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What? SE-T Max Deferral LINE 18 wants me to fill it in and I have no idea how or why!

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I'm filing an amended return for a withdrawal of an excess IRA contribution. Why am I being charged additional tax when I withdrew the money before the 2019 tax deadline?

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Is a pension from the post office with a statement from Office of Personnel Management considered a Public Pension or a Private Pension?

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I need to edit the entry on my 1099-R section so how do I do that?

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I recieved a 1099-nec the end of 2020 for a job that started January 2021. How do I claim that on my taxes since I did not recieve all the money in 2020?

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How do i enter a 1099-nec?

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Does turbo tax automatically account for the 10,200 deduction from unemployment benefits from the american rescue plan or do I need to subtract it out myself?

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Do I have to file taxes on my Social Security to receive the stimulus? It's my only income!

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The "Jump to SEP IRA contributions" link takes me to the 1099R question, NOT "SEP IRA contributions". How do I get to the correct place?

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Turbotax won't let me check the box: "I took out this money because of a qualified disaster (includes COVID-19)

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Do I answer yes to the virtual currency question if I have an LLC IRA?

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Should I be considering this taxable income for 2020? Received a 1099-R for a distribution but was repaid within 33 days...

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Do I need to file an amended return to include a 1099-R form that was a rollover - distribution code G.? No money was withdrawn.

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401k, SEP IRA, Rollover IRA and some more

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I am on a NIH T32 grant and pay quarterly taxes. I have opened a Roth IRA. Turbotax is reporting my earned income as 0, and saying I have over-contributed to my IRA.

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How do I get TT to accept my 1099-NEC, entered fully in S-E income, but TT keeps saying it will delete this form without some other additional info?

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Why am I being taxed a 10% penalty for pulling retirement early if it should be excused due to covid 19 qualifications?

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Do I tax self employment to social security?

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What should I put in Box 6-Line 1 on the 1099-NEC Worksheet?

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Looks like we're missing some info, one of your 1099 NEC forms doesn't include enough info for us to know where to report the income on Why am I getting this message?

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Can you tell me why the Review keeps telling my to add my 1099-NEC income in the right place - when I have already entered Income from Form -NEC. I am stuck?

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In my Sch SE-T I have line 18 set to 0 and it keeps telling me it's too high. It did this even when I tried to delete the income and start over. I don't know what to do.

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The IRS has made another change to the $10,200 limit on unemployment payment. It will no longer be treated as income for the $150,000 AGI limit. When will TurboTax update

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I owe $8,716 how much would an IRA save me? If I have to spend more for an IRA than what it will reduce my tax payment, is it worth it?

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What is the best way to handle a 1099 that was updated AFTER I imported the original ? TY

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When will turbotax update the new filing deadline? I just went in to change my payment date and it won't accept May 27, 2021 as a correct date.

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Does 1099 medical have to be reported

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On review I get "Check This Entry" with linking 1099-G to to Form 1099-G to Schedule F or Form 4835. I cannot seem to correct this error. What do I need to do?

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I contributed more than allowed to my Roth IRA on fidelity. Now the money is out of that account,. What do I need to file on my taxes to make sure I don't have problems?

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Will contributing to a SEP reduce my adjusted income and allow me to quality for EIC?

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I don't know which form to fill out because I didn't receive an 1099 form, I didn't make $600 or more so can anyone help me figure out which form to complete?

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I left a job in 2020. I received a check for the money that I had in my 401k as of my last day. Taxes were taken out of the amount. How do I go about reporting this?

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Do I check the box "This money was from being a public safety officer" is we moved funds from John Hancock to Edward Jones do to new job?

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How can I get an explanation from Turbo Tax about a suspected error in their calculated amount for Farming Income/Loss?

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Forgot to input 6000 in "How much of the IRA contribution you paid from Jan 1 2021 through April 15 2021". Does this matter?

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Is the $10,200 ARP unemployment benefits deduction subject to Social Security taxes? I did the worksheet, with and without, but TT shows tax on line 6b equal to 30% not 0

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Over-contributed to IRAs, caught it, withdrew the excess from my Trad. TT assumes it came from the Roth

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Can I file my taxes with my social security only If I don’t have any form

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My retirement agency stated that a loan I took out in 2020 was going to become taxable income for that year. How does this work if I already filed?

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Reducing our taxable income to below 80,250 from 22 to 12% changed refund incrementally and not by 10%. Why not?

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I inputted 2 1099-NEC but the total doesn't reflect on the home page. Why is that?

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I have a taxable grant in box 6 on a 1099-G. Due to covid relief. Where do I put it? Box 2,7,9 are the only ones available.

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Do I deduct 10,200 off of my 1099 from state unemployment or does Turbotax make the deduction

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TT keeps asking: What year was the lump-sum payment for? But I never received a lump sum payment. How can I bypass or fix this question and complete my filing?

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I just file my tax with turbo tax this if my first time and i forgot to add SS benefits what can i do?

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Need form 5329 to report IRA distributions made for qualified higher-education expenses

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Why am I being penalized for early IRA withdrawal for higher education. I thought higher education is an exception. Thanks

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Is turbotax software set up to account for the first 10200.00 of unemployment benefits that are now non taxable?

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I have not received my refund. I think it's because my last name changed. I changed it this year on my social security card. What do I do? I tried calling IRS no answer

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I deferred some taxes (social security I think?) to be paid at the end of the year. Where can I find how much I deferred and who do I pay -- the IRS or Social Security?

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When will turbo tax be updated for the American Recovery Plan? Specifically to exempt the first $10,200 of unemployment benefits from taxation.

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4 Replies 800 Views

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Does the AGI income cap of 150k for the $10,200 unemployment compensation take into account a 401k withdrawal under the CARES act?

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My UC-1099G form for PA doesn't have these specified boxes (Box 1-11). I don't know what my state, federal, or local tax withheld is. Do I have the wrong form?

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Is there a glitch when inputting a complete 1099-NEC and it prompts to "complete the form" or else it will delete the 1099-NEC? ALL the 1099-NEC boxes are checked! Help.

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What code do i use in box 12 from a 1099-NEC?

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When inputing information from my 1099-G (MD) the box numbers on the form don't match the box numbers on my 1099g. Does Turbotax need to update or should I just adapt?

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Where can I post my SEP IRA contributions? I only see a column for Traditional IRA

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Where do I enter my SEP contributions in Turbo Tax? I tried in the Traditional IRA section, but it seems that is only for a $7000 maximum contribution.

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I uploaded my 1099-NEC form, but the app didn’t detect my earning all it did who was the payee, why would app ask me to take a picture and then wouldn’t include the amount. Ok i didn’t

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I retired October 1, should I list my Occupation prior or mark Retired ?

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Where can we find the revised update American Rescue Plan update for Turbotax (1099-G), it is currently available on the IRS website but not TT? 10,200.00 per person

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I typed in income for 1099-NEC. Why does it say $0 under income?

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If when filling in info on my 1099R, I checked the box "I have more than one value in box 7" by mistake. How do I correct this?

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I have a 1099-G with income only reported in box 6 (a grant). TT isn't letting me access box 6 to record. Tips?

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Is my fathers social security income of 9,228.00 considered taxable income?

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My 1099r says after receipent :PTC CUST IRA FBO

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On medical travel does ambulance count or is that listed elsewhere?

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I can’t file my 2020 state return for Wisconsin, it states their is an error with form 1 for early withdrawal penalties? Is there a way to fix this?

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Why won't it let me enter my 1099-NEC income? Every time I try it jumps to deductions for that income without letting me enter the income.

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Can I use the simplified method for two 8829 forms (I have two spaces in my house for self employed work)? Federal reivew flags this and asks to check this entry.

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When will Turbo tax update their system to allow for the first $10,200 of unemployment to be non taxable

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Can I use a 2019 $8,000 NOL to offset 2020 unearned income like social security and taxes on a Roth IRA conversion? Thanks.

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Why does TurboTax say I do not qualify for an IRA deduction for 2016?

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My son is 17 years old and he earned $2700 in 2020, do I need to enter his earnings as part of my income?

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Is a universal life insurance policy considered a "qualified retirement account"?

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Can you average a one time distribution from a 1099-r?

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Can I contribute greater than my earned income to a Solo Roth 401(k) and a Roth IRA? TurboTax does not flag this as an excess Roth IRA contribution.

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TurboTax keeps giving me an error "One of your 1099-NEC forms doesn't include enough info for us to know where to report your income" Everything is there, please help.

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TurboTax says my 1099-NEC doesn't include enough info to know where to report the income. I re-entered it and still get this message. What does it think is missing?

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I have 3 forms 1099-NEC. I have carefully filled in all the information, but it's telling me that it's missing info and that the forms will be deleted.

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WHERE DO I FILE MY MILITAR Y RETIREMNT 1099R

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Should my Retirement Savings Credit, as determined by TurboTax, be $249 if I contributed $6,000 to my Roth IRA and my AGI is under $19,500? I thought it would be higher.

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I am 77, I did not RMD out of my 401K. Do I need to?

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Has anyone else found a mistake for the maximum employee amount paid into an individual (401)k account? It does not allow contributions up to $26,000 for those age 55

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If I was not provided with a 1099 by a company, how do I go about entering what I earned on here?

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I withheld 20% for withdrawal of my 401k. I am eligible for the withdrawal because I was a public safety officer, but turbo tax is saying I need to pay another 23%.

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1 Reply

158 Views

Do I have to have a 1099-NEC? I did not get paid more than 300 from any 1 person I worked for so did not get a 1099-NEC, do I still need my total income?

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1 Reply 108 Views

1 Reply

108 Views

If I need to withdraw or recharacterize contributions to a regular or roth IRA, should I use the contribution amount, or the contribution amount gains/losses?

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2 Replies

452 Views

Turbo tax updates to accommodate the tax waiver for jobless benefits

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1 Reply 225 Views

1 Reply

225 Views

What do I enter for the First-round Stimulus? TT says we qualified for stimulus payments but we actually didn't qualify for the first-round due to both not having a SSN.

Do you have a TurboTax Online account?

Topics with Label: TurboTax Self Employed Online