Retirement Tax Tips and Answers | TurboTax® Support

non deductible traditional IRA contribution to Roth

by on Latest post on by

19 Replies 5480 Views

19 Replies

5480 Views

Interest income question

by on Latest post on by

3 Replies 596 Views

3 Replies

596 Views

disability and form 1099

by on Latest post on by

4 Replies 648 Views

4 Replies

648 Views

Medi-Cal MAGI allowable deductions

by on Latest post on by

1 Reply 688 Views

1 Reply

688 Views

income reported on Form CSA 1099R. Is it taxable in Massachusetts

by on Latest post on by

5 Replies 793 Views

5 Replies

793 Views

What if a beneficiary refuses to provide social security number for form K-1

by on Latest post on by

14 Replies 20111 Views

14 Replies

20111 Views

Roth IRA for 2023

by on Latest post on by

1 Reply 497 Views

1 Reply

497 Views

Tax Implications for Self-Employed Work After Retirement

by on Latest post on by

1 Reply 432 Views

1 Reply

432 Views

Disability form stimulate check

by on Latest post on by

1 Reply 407 Views

1 Reply

407 Views

1099-R

by on Latest post on by

1 Reply 400 Views

1 Reply

400 Views

I HAVE RECEIVED A FORM 1099R FOR A RETIREMENT FROM MY EMPLOYER, DOES THE 701/2 AGE APPLY TO MY REGULAR RETIREMENT?

by on Latest post on by

4 Replies 1235 Views

4 Replies

1235 Views

Retired and living abroad

by on Latest post on by

1 Reply 540 Views

1 Reply

540 Views

I forgot to include a 1099r rollover amount to my 2018 tax return...what now?

by on Latest post on by

1 Reply 1174 Views

1 Reply

1174 Views

Does my 16 year old have to file taxes if she received benefits from my social security retirement ?

by on Latest post on by

2 Replies 841 Views

2 Replies

841 Views

I receive a $800 car allowance and $0.24 mileage reimbursement. Why is my 401k contribution also taken from my car allowance?

by on Latest post on by

1 Reply 2121 Views

1 Reply

2121 Views

My wife and I are teachers and part of a retirement plan. Can the contribution we make to this reirement plan be deducted under IRA contribution or in some other area?

by on Latest post on by

1 Reply 3202 Views

1 Reply

3202 Views

Once I submit my W-2, is it possible to add my Social Security Benefits? And, will the addition increase my refund?

by on Latest post on by

2 Replies 987 Views

2 Replies

987 Views

I have 1099-r for a pension that turbotax thinks is a 401k requiring a RMD. what did I do wrong?

by on Latest post on by

1 Reply 832 Views

1 Reply

832 Views

My dad has Alzheimers and he received the form SSA 1099 and receives form 1099-r does he still have to file taxes?

by on Latest post on by

3 Replies 1528 Views

3 Replies

1528 Views

Can I withdraw my money from Turbotax if Turbotax couldn't help me file my tax?

by on Latest post on by

1 Reply 587 Views

1 Reply

587 Views

Medicare,# ###-##-####, Survivers a disability benefits, Social Security, a parent deceased when Martin was under age, 18. May Martin file a return?

by on Latest post on by

3 Replies 1022 Views

3 Replies

1022 Views

I need help with filing out social security benefits and when is the irs ging back refund with earn income and child tax crit

by on Latest post on by

2 Replies 905 Views

2 Replies

905 Views

Does Deceased pay on distributions from Charles schwab account that was retired and 84.

by on Latest post on by

6 Replies 1493 Views

6 Replies

1493 Views

Can I claim 1/2 of a 401k loan this year and 1/2 next to cut down on taxes that will be due each year? I’m currently on social security and disability. Thanks so much.

by on Latest post on by

1 Reply 821 Views

1 Reply

821 Views

My wife was paid for assisting an acquaintance. she doesn't have either a 1099 or a W-2 and doesn't want to request one from her friend. how do we report her income?

by on Latest post on by

1 Reply 622 Views

1 Reply

622 Views

On my Virginia state return, if I add the amount withheld in box 12 on my 1099R, in review the amount is doubled?

by on Latest post on by

1 Reply 683 Views

1 Reply

683 Views

Can I withdraw money from my IRA I qualify because I have medical bills and personal property tax due. And if I do pull money how late do I can put it on next year taxes.

by on Latest post on by

3 Replies 1098 Views

3 Replies

1098 Views

Can i claim my husband as a depended. He is a disabled vet with a pension

by on Latest post on by

1 Reply 809 Views

1 Reply

809 Views

Both retired living in KY. Both get Social Security. Also a 1099-R + W-2 from former employer thru Virginia. Where do we file the State Taxes?

by on Latest post on by

1 Reply 914 Views

1 Reply

914 Views

Where do I enter on the TT form the $120. I owe in federal and state tax on an RMD. Thank you.

by on Latest post on by

1 Reply 716 Views

1 Reply

716 Views

Medicare, # ###-##-#### part, A and B, receives a Survivers disability benefits, Social Security, a parent deceased when Martin was under age, 18.

by on Latest post on by

4 Replies 1320 Views

4 Replies

1320 Views

Adopted 2 yr old who is eligible for SS benefits due, death of unmarried mother - I'm on Social Security. Is her Social Security benefits taxable when filing my taxes?

by on Latest post on by

1 Reply 781 Views

1 Reply

781 Views

I have custtody of my grandchildren and they receive social security benifit . do I report this as my income or their income

by on Latest post on by

2 Replies 888 Views

2 Replies

888 Views

My mother passed 2017 her income taxes are complete, ready to file. Received a final retirement payout in January 2018. How do we handle this?

by on Latest post on by

3 Replies 913 Views

3 Replies

913 Views

Can expenses paid for a retirement party be claimed as a deduction

by on Latest post on by

1 Reply 1867 Views

1 Reply

1867 Views

Can I open a Roth IRA and a regular IRA and make a maximum $$ investment to each?

by on Latest post on by

1 Reply 753 Views

1 Reply

753 Views

Divorced female purchased house with a distribution from a sep account. is she eligible for the exception of the penalty tax? when married they owned a home.

by on Latest post on by

1 Reply 727 Views

1 Reply

727 Views

I turned 65 I have reg. Ira I am planning on having 450 monthly. My SSI is around 1500 monthly .I have been on disability .My question is will I have to pay tax?

by on Latest post on by

1 Reply 779 Views

1 Reply

779 Views

Do you have a TurboTax Online account?

Topics with Label: Benefit Assist Online