Retirement Tax Tips and Answers | TurboTax® Support

I got an email from TurboTax saying my extra benefits are enclosed what does that mean I'm

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My wife is a marriage and family therapist. Are the 1099s that she receives from different Health insurance company reflecting what she bills or the amount she is paid?

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Why would my only month of SS benefits rec'd in December be considered taxable, when my taxable income is less than the $25K base rate for single person?

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Turbotax website not working propoerly, wont let me input 401k distribution information. page just spins

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I'm trying to enter my SEP IRA contributions but only have the Traditional and Roth IRA options. Any ideas?

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Can I enter my 2018 SEP_IRA contribution into my 2018 turbotax return and if so, where?

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Where do I report paying a 1099?

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Trying to enter my sep ira information. read the instructions. How do I open the tax return?

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I can't figure out where to enter a 2018 SEP Contribution for a self employed individual

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We took out a hardship distribution from a 401k for home down payment. There is leftover funds that were not applied as down payment. What do we need to do with the funds

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QUESTIONS ON THE 1099

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The Home Office Deduction is being disallowed because the program says there was no profit, yet we have 11,000.00 of taxable profits. How can we fix this error?

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Studied my worksheets & 1 of my 2 K-1's isn't used in the calculation of my QBIC amount. The K-1 is properly marked and I'm below income limit. Help on how to check?

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IRS says that I did not report an annuity income on my 2017 return that I show on my TT Tax file as reported. is it possible the TT program erred in calculating income

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My wife had a 401K which she withdrew in 201 and put it into a savings account. Do we have to pay a penalty?

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I am a self-employed, where can I put Sep IRA for tax refund in 2018?

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Why I am filing as a self employed? I am geting retirement' I do not have any other job.

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I cannot find place to enter SEP IRA Contributions. Did search and followed but no prompt to enter self employed retirement contribution. Any suggestions?

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Our 1099Rs have different boxes than the income page, there's no box 2 but 2a (taxable amount) and box 4 is different? what do i enter

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401k contribution penalty

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I have many W-2Gs to enter from the same payer. How do I quickly copy a W-2G to start another, since almost every box is the same except dollar amounts?

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I entered "SEP IRA Contributions" in the search box. I did not get a "Jump to" link in the responses. Can somebody Help!

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My 1099-R Pension qualifies as NON-taxable toward housing. How or Where do I enter this?

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How do I handle Roth 401k Profit Sharing Contributions made by S-Corp? Corp tax return has reduced income due to contribution, so how do I account for and pay tax on it?

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My husband just received a bill from the IRS for a penalty withdrawal of a retirement account. He never withdrew the funds they didn't roll over after job change. Help?

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I have an IRA and a Roth IRA. If I transfer contribution amount from Roth to IRA do I get money back in taxes since the Roth contribution was post tax money?

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Turbo Tax on review is stuck on my W-2G because it wants me to select a state where I won money. But Texas is not in the drop down list where the money was won.

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I have a Mutual Fund, is that a retirement plan that is tax deductible?

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How to delete a 1099-G form?

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I have a 1099r made out to my husband and my trust, the drop down menu has it so I must choose one or the other, not joint or trust. How shall I enter it? thank you

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How do I get my payment made with extension to show up on line 71 of form 1040 sched 5, rather than on line 66?

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I am no longer employed we are considering an early withdrawal of my 401k as it's not needed. What type of penalty and tax can I expect federal and state (VA)?

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I have turbotax for self employed. I get a k-1. how do i enter my 401k contribution on line 28?

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Is there a way to practice changing amount in line 4a to view changes in tax liability can i use 2018 return planning rmd for 2019

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Just recieved 2018 990-t form with a loss on a partnership in my Roth IRA of $2,461. What can I do?

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1040-ES were paid late in the year. My revenues came late. Turbo tax selected the 80% waiver option, but I should use 'Option C'. Is this accessible ?

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I am still in my 70s and contribute to employer's IRA plan. I believe I don't need to take an RMD on this. But what about IRA holdings I have from other accounts?

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How do I calculate MAGI for my son if he worked and received SSA-1099?

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How do I file a 1099R for disability income from the state of Tennessee? Turbotax keeps asking for a bank name?

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How do you enter a military pension in incomes?

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Are the death benefits from a tax-deferred annuity held in a Roth IRA taxable to the beneficiaries, or are they tax free?

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I am 56 and left a job in 2017. I cashed out my 401(k). Do I have to pay the early withdrawal penalty?

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Unable to locate my Social Security Benefit Statement form SSA-1099. What should I do?

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Is anyone else having a problem with excess social security being reported on the 2017 return?

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Where do i enter funds i contributed to a retirement account IRA 457

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Turbo Tax is saying I made an excess contribution of $500 to my Roth IRA in 2018 but I didn't, contribution was $6500, I am 65 yrs old. What should I do?

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Is there a way to roll back to before filling in the turbotax 2018? I did not have 1099 data and did the paper file to get my tax liability number to file an extension.

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Can I contribute to my IRA if my wife had a 401K with her employer?

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Where do I put a 2018 Sep Ira Deduction of $24000 ?? which is 25% of income that was contributed by employer?, but is for myself

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In the final TurboTax review, I was referred to the Income & Retirement Worksheets. If I have an amount listed on my 1099-R box 12, should I have an amount in #7-f

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My total social security income is not taxable. Only a portion of it is.

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Georgia retirement exclusion

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How do I know if I will have to pay taxes on a trust? I am inheriting a trust from my deceased grandmother next year when I turn 25 and I am unsure if I will owe taxes.

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Can I put 6000 into trad IRA for 2019 tax year if I earn less than 6000? Will this look suspicious? I presently have the funds in a regular savings account.

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Can the solar tax credit be taken all at once or does it have to be taken over several years and carried over?

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My TurboTax state refund was 4182.00 we only received 2789.00 how do I file an appeal and will TurboTax assist me?

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I’m a mom who’s thinking about buying a home. My retired, disabled dad would be moving in with us and is willing to help me in any way he can to get our dream home. While I’ve been pre

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Form 8606 is missing from several of my tax returns. The way Turbo asks the questions it is too easy not to answer the way it is supposed to be done. Please contact me.

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Buenas tardes, como pongo la informacion de la forma 5498 IRA en turbo tax gracias

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I am 1099 and paid taxes for 2018 after filing; both payments to state and federal have been returned to me via paper checks in the mail. Should I be concerned?

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Does Social Security look at IRA and Pension income the same as ordinary income in regards to being taxed at either 50% or 85%

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Social security is asking for proof of filing

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Tax Year 2015: What happens if a person dies in 2015 and receives a $1600 state refund on their final 1040? Does this amount need to be reported ?

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I want to know why TurboTax withdrew $109.70?

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Is service retirement taxed heavily when one has disability income?

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Can Turbotax help me pay 2019 federal social security and medicare tax for household employees?

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The TurboTax app said I qualified for a Social Security Refund, but after pinging both the IRS and my employers, it seems like this is a mistake on TurboTaxes end.

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Can i deduct garnishment of my social security from taxable benefits when calculating taxes on my social security?

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On a 1099R what qualifies as an exception for the code 2- Early distribution (except Roth)?

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My 1099's are in my llc name, which program should i be using from turbo tax

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Where do I add my 2018 SEP contribution?

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My wife makes monthly payments to Navient. We had our refund offset because of delinquent student loans. How can we fight this and get at lest some of the return back?

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1099R, I answer NO to the qualified disaster distribution question however it processes as if I answer yes. What do I need to do to correct this?

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In turbotax self-employed - 2018 where do I enter solo 401K contribution/elective deferral? Need instructions specific to 2018 TT as forms seem to have changed. Thanks.

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Does my W-9 and my 1099 get inputed in the Filing section?

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I'm self employed and I got a 1099 and I gave someone a 1099 and it won't let me put her info in as a deduction

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I didn't get any 1099 forms from uber and I made over $8,000, I need help with my forms?

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Where do I enter my solo 401(k) employee and employer contribution using Turbotax Self-Employed through the web? The current answer refers to destkop edition only.

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Roth IRA Saver's Tax Credit: I owe 506$ in taxes and filled out the retierment Roth IRA but did not get or see the Tax credit due. It should be $1000 so my taxes are $0.

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Can I transfer money from a savings account to my ira and get a tax credit?

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Where do I change my 1099-R distribution information for a first time home buyer? I had a Roth IRA for more than 5 years, and used 10,000 for a first time home purchase.

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My LTC premiums are over the allowable limit. Is there somewhere to enter the balance?

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Can we file extension on Turbo tax after April 17th to contribute in sep ira?

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If money is taken from an annuity to do home improvements, can it be written off?

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Tax Year 2018 or earlier When I report alimony payments, do I also include the portion my former spouse receives from DFAS on 1099, or only the additional amount I send via check?

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If my only income is VA benefits and Social Security, and I required to file taxes?

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What is a non dividend distribution

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W2 box 12b coded as D, employer paid health benefits, rather than DD 401k contributions. Company confirmed it is 401k. What should i code? Will this cause a problem?

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I don't need this 1099, but it will not let me move forward

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How late can I withdraw SEP overpayment for this year?

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If my total HSA contribution for 2017 was 6259 (sum of my W2s box 12d for W) why does TurboTax claim I have an excess contribution? I have a wife and kid, file jointly.

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TOOK OUT $10000 AT AGE 55 TO BUY A HOUSE, DO I STILL HAVE TO PAY PENALTY 10%?

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As an independent consultant w/a 1099-MISC, how do I treat my SEP contributions for 2017 -- reduce 1099-MISC income shown on 1040 or show the SEP contribution elsewhere?

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My tax form is showing a traditional ira but I opened an ROTH. How do I fix this on my turbotax return?

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We converted an IRA into Roth IRA some years ago but trying to find if we have 8606 in filing in Turbotax history, how can we do that?

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Line 43 of my 1040 (as prepared by TurboTax) shows us with over $30,000 in taxable income, but Line 44 (the actual tax) shows 0. How is this possible?

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Why won’t turbo let me file my direct withdrawal payment date at 04/17/2018

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Can anyone tell me why would a company I sold for that paid commission to me issue me a 1099R?

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Turbo Tax asks: "Tell us how much of your pension the plan administrator paid directly for health Insurance". Is that the monthly deduction from my check? or Box 5 1099R?

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Do I need to re-designate contributions to my SEP IRA? I designated too much to 2017 and I was just told by my Broker that for SEP IRA's they don't report the year.

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TurboTax notified me that I shouldn't have contributed to an IRA account. What do I do now?

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Why did TurboTax not give me the retirement savings credit? My 2017 AGI was $23,705 & I contributed $5,500 to an IRA. My earned income from self-employment was $42,341.

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1) what should my estimated 2018 tax payments be? 2) what is the maximum amount Karen can contribution other self employed IRA?

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I live in CO and get the 529 college invest program, It has one place to enter contributions, do I enter the total from me as well as relatives contributions?

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My husband retired at 54. He received a 1099R for annuity paid. His 1099R in box 7 says "2-nondisability" and turbo tax does not offer that choice. What do I select?

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The capital gains distributions listed on Sch D, line 13 doesn't agree with my 1099DIV line 2a. Shouldn't they agree?

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We are retired with no taxable income but 1099 forms. We want the simplest way to do this

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Are SEP IRA contribution made today for 2017 tax deductible

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Do we pay taxes on the $10k we received from an inheirited IRA (parent) which was more than 5 years old and if so where do we put that in the tax forms?

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Where do I find the entry for a SEP Contribution in turbotax Self-Employed?

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Where do you enter your solo 401k contributions for self employed individuals?

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When reporting income for a small business, does each check need to be listed individually or as a lump sum? Does this also apply to online payments?

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I have dividend income but all of my dividends are reinvested. Doesn't that make them unrealized gains and not subject to tax until I withdraw them?

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I don't think our Social Security payments were added to our income and I have already e-filed my return. Is it taxable and now what do I do?

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Where do I enter self employed 401K contributions on 'turbotax-self employed' ONLINE version?

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My wife received a 1099-R for a 401K rollover. The program is auto populating my info, how can I change that to hers?

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Is a lump sum settlement for damages due to a whistleblower/retaliation case taxable?

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Line 32 of my 1040 I entered my 6500 Roth IRA contribution said I did not qualify of this deduction and that line is blank on Adjusted Gross income? Got 6500 credit 2016

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What is the minimum I can contribute to my Traditional IRA? I plan to contribute $3500 but this amount doesn't seem to affect my Federal Tax bill.

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Can I deduct retirement account maintenance fees?

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On Turbo Tax where do i enter my SEP IRA contribution for my self employed income?

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I receive monthly $ from TIAA. I have 2 accounts there. In17 I transferred funds within accounts and received 2 1099s, one taxable, the other not. Do I file one or both?

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If I didn’t file my 1099 last year can I jug add it to my stuff this year?

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If my 1099 has an EIN that is also a social security number, how do I enter it as a SS? My only option was EIN format and its saying it's invalid.

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I recently withdrew my 401K through John Hancock Investments. At the point of withdraw, I was taxed federal. Is it possible to owe more than what 1099-R form says?

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My husband retired at 54. He received a 1099R for annuity paid. His 1099R in box 7 says "2-nondisability" and turbo tax does not offer that choice. What do I select?

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1 Reply 574 Views

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I made $37,000 as a consultant last year and would like to contribute to a SEP. How do I do this with Turbo Tax?

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Entering 1099, we added a 1099. the effective tax rate based Ion this input was 45%. It should have been 33 %. How do in investigate?

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Form W2G has no Box 15, 16, 17, or 18. I was able to find the answer to 18 by putting xxx but others I'm uunable to correct! Help, please?

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We have an IRA that we neither added to or pulled from last year. Do I enter that anywhere on my filing?

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3 Replies 576 Views

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Entering 1099-R, income from pension, dist code 7 - normal , IRA/SEP box not checked. Keeps asking if it is a RMD. Not an RMD What's happening?

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I retired from my former job and draw a pension and social security, but I work now as a realtor. What do I list for an occupation - retired or realtor?

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Can I contribute to an IRA for 2017, even though I became eligible to participate in a 401k effective 1/1/18?

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How to remove self-employment retirement contribution

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I took money out of my 401K to start a food truck and catering in 2016 but ops (revenue) started 01/01/2017. Do I put my 401K start up $ in as business income for 2016

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I have a question about my 1099-R. I've been receiving retirement for 7 years (since age 52). How do I answer the question "Did I take the money out before 59 1/2'?

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Where do you put solo 401k contributions. Online version of self-employed. None of the help question answers work?

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I am unable to locate where to enter me self employed 401(K) contribution. How do I know if I have the right version of TT

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I did not take any distributions from a pension, IRA, etc,; however, Turbotax keeps telling me to enter the city, zip code, etc on the 1099-R before I can file. Help!

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If I received a 1099-R after I submitted my taxes, but the taxable amount is $0 and the distribution code is H (rollover), do I need to file an amended return?

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UBER said I won’t get a 1099 since I didn’t make more than 20,000. Is this correct and do I have to claim if under 20K?

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Why did refund amount drop 45% when I entered $6,500 in retirement income?

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Why am I waiting for form 8606-S when the IRS has already taxed me $135 for taking out $2K from my Roth IRA? Can I file without waiting?

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My 2017 return was rejected because I entered an incorrect amount on something, but I had already determined I forgot a 1099 for 2016 state refund. Can I add 1099 now?

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My return was accepted on 1/29 I qualify for the EITC which I know is longer wait. However the bars are gone on IRS and it just gives the EITC info now. Is this normal?

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2 Replies

514 Views

Is a cash back reward for refinancing a car loan through a credit union taxable? I assume it is, but I never received a 1099.

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1775 Views

Closed down business in December,2017 and retired. No 1099 involved. how to file taxes.

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Where do I deduct my sep irs

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Do you have a TurboTax Online account?

Topics with Label: TurboTax Self Employed Online