Retirement Tax Tips and Answers | TurboTax® Support

TurboTax bug entering RMD

by on Latest post on by

2 Replies 249 Views

2 Replies

249 Views

Inherited IRA and RMD

by on Latest post on by

1 Reply 970 Views

1 Reply

970 Views

Child tax credit

by on Latest post on by

2 Replies 1341 Views

2 Replies

1341 Views

non deductible traditional IRA contribution to Roth

by on Latest post on by

19 Replies 10407 Views

19 Replies

10407 Views

Interest income question

by on Latest post on by

3 Replies 1296 Views

3 Replies

1296 Views

disability and form 1099

by on Latest post on by

4 Replies 1196 Views

4 Replies

1196 Views

Medi-Cal MAGI allowable deductions

by on Latest post on by

1 Reply 842 Views

1 Reply

842 Views

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

by on Latest post on by

5 Replies 1414 Views

5 Replies

1414 Views

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

by on Latest post on by

14 Replies 25395 Views

14 Replies

25395 Views

Roth IRA for 2023

by on Latest post on by

1 Reply 784 Views

1 Reply

784 Views

Tax Implications for Self-Employed Work After Retirement

by on Latest post on by

1 Reply 652 Views

1 Reply

652 Views

Disability form stimulate check

by on Latest post on by

1 Reply 659 Views

1 Reply

659 Views

1099-R

by on Latest post on by

1 Reply 569 Views

1 Reply

569 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 1787 Views

4 Replies

1787 Views

Retired and living abroad

by on Latest post on by

1 Reply 718 Views

1 Reply

718 Views

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

by on Latest post on by

1 Reply 1382 Views

1 Reply

1382 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 1076 Views

2 Replies

1076 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 2617 Views

1 Reply

2617 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 3884 Views

1 Reply

3884 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 1446 Views

2 Replies

1446 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 1056 Views

1 Reply

1056 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 1938 Views

3 Replies

1938 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 779 Views

1 Reply

779 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 1389 Views

3 Replies

1389 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 1261 Views

2 Replies

1261 Views

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

by on Latest post on by

6 Replies 2065 Views

6 Replies

2065 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 1104 Views

1 Reply

1104 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 967 Views

1 Reply

967 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 925 Views

1 Reply

925 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 1444 Views

3 Replies

1444 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 1135 Views

1 Reply

1135 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 1343 Views

1 Reply

1343 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 985 Views

1 Reply

985 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 1638 Views

4 Replies

1638 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 1007 Views

1 Reply

1007 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 1582 Views

2 Replies

1582 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 1202 Views

3 Replies

1202 Views

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

by on Latest post on by

1 Reply 2485 Views

1 Reply

2485 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 1033 Views

1 Reply

1033 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 927 Views

1 Reply

927 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 1025 Views

1 Reply

1025 Views

Do you have a TurboTax Online account?

Topics with Label: Benefit Assist Online