Retirement Tax Tips and Answers | TurboTax® Support

Quarterly estimated taxes on IRA conversions to Ro...

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NUA on past employer 401k - avoid taxation on sale...

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Roth IRA Recharacterizing Question

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Can $2,000 of a $12,000 early distribution from a ...

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What/how do I report a removal of excess Roth IRA ...

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Backdoor Roth Conversion for 2019 and 2020 - all c...

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I did a backdoor roth ira in February, then a mega...

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Federal tax withheld on RMD payment more than gros...

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Handling overcontribution Roth IRA forms for 2020 ...

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Repayment of RMD Distribution - How to file?

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do i need to file 2020 return

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Roth back door conversion, but the taxable amount ...

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Open and fully withdraw IRA within 35 days, all be...

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1099-R and Form 5498

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58 Replies 4731 Views

58 Replies

4731 Views

Took partial RMD Turbo Tax sez not taxed

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IRA conversion : Traditional to Roth IRA via Backd...

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Cannot generate the right 8606 form for recharater...

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Excess Roth IRA Contribution

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Traditional IRA Excess Contribution 1099-R Box 7

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Did recharacterization to traditional and then bac...

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Taxable IRA earnings during the year of contributi...

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What if I don't receive 1099-R in time to file tax...

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Covid relief for RMD

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Withdraw excess IRA contribution and first time ho...

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IRA contribution limitation

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Required Minimum Distribution

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Estimated Taxes on 2021 IRA Withdrawals

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IRA RMD

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2 Replies

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Reporting the recharacterization of excess Roth IR...

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109 Views

IRA

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How to handle consequence of Withdrawl from Social...

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Can After tax contribution to traditional IRA be r...

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2020 correction

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Determining if job loss is due to COVID?

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Can you roll over a terminating 401k into a SEP IR...

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Backdoor Roth IRA - Where is this distribution fro...

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IRA Distribution

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Partial excess Roth contribution was withdrawn and...

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Excess Roth IRA Contribution

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108 Views

Form 8606, Line 22 - Include 2014 403b rollover in...

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4 Replies 83 Views

4 Replies

83 Views

Inherited IRA - CARES Act allows repayment of 2020...

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6 Replies

363 Views

Conversion of Traditional IRA to ROTH

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116 Views

IRA Distribution

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1099-R Reinvestment of IRA Distribution

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IRA conversion

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ira

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Are traditional IRA distributions taxable in Utah

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Roth IRA contribution seems lowered my tax refund

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Turbotax 2020 saying I owe taxes on RMD returned p...

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Self directed IRA in real estate distribution in 2...

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distribution of annuities

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Roth IRA Contribution and earned income

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Roth Conversion

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Error - SS Benefits/RRB 1099-R

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Contributing to a Roth IRA with Scholarship income...

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Roth Ira contributions for 2020

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Calculating the non-taxable portion of an RMD

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Rollover of Inherited 401K to Individual IRA

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How correct error entry

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IRA

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72 Views

Incorrect 8606 carryover basis

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RMD

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92 Views

Massachusetts Schedule X IRA Conversion

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Earning from a Roth access contribution

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IRA

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Can my wife and I contribute to A Roth IRA after a...

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I contributed to my 2019 and 2020 traditional IRAs...

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Conversion of part of non-RMD 2020 regular IRA Dis...

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Determining whether I returned all or part of my i...

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Early withdrawal from IRA

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How to report 1099-R Tax Withheld from Rollover IR...

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Traditional IRA Max Age for 2020

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2021 backdoor Roth IRA conversion for 2020 tax yea...

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Roth IRA + NonDeductible IRA

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Pension to Traditional IRA to Roth IRA - Help

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[delete]

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Roth IRA excess contribution from 2019

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Inherited Roth IRA Question

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8 Replies

213 Views

Turbo Tax indicates that I need to amend my 2019 f...

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7 Replies

366 Views

1099-R

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1 Reply 20 Views

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2019 Roth IRA contribution incorrectly put into Tr...

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144 Views

What is difference between a qualified Roth Distri...

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Best way to use a Beneficiary IRA

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Move overfunded Roth IRA to next year or remove ex...

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3 Replies

162 Views

If I did a backdoor roth conversion for a previous...

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1 Reply

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Did backdoor Roth IRA, but didn't receive 1099-R f...

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884 Views

Roth IRA Excess Contribution

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125 Views

IRA Withdraw Taxes

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IRA withdrawal & return of funds

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82 Views

Is my RMD QCD taxable if I also make an IRA contri...

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4 Replies

144 Views

Excess Roth IRA contribution credit issue - 2019 e...

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0 Replies 45 Views

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45 Views

1099-R

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1 Reply 43 Views

1 Reply

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Over payment of state taxes on 1099R

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16 Views

1099R

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5 Replies 240 Views

5 Replies

240 Views

what is considered taking a portion of an IRA cont...

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5 Replies 85 Views

5 Replies

85 Views

Incorrect basis Backdoor Roth

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Double count of Rollover conversion: post-tax to R...

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After tax IRA contribution

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Recharacterization and is the Net Income Attributa...

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investing in IRA/Roth and rollover

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28 Views

IRA Contribution

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Roth IRA Basis

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Form 8606 / IRA Taxable Distribution Worksheet Cha...

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224 Views

Repayment of RMD

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2 Replies 383 Views

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IRA Deductability

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Excess Roth Contributions from 2018 and 2019

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31 Views

2020 Roth IRA Profit Pulled Out In 2021

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54 Views

Sep IRA`

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1 Reply 20 Views

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Charitable Contributions from IRA's

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Can one member of a two person LLC do a SIMPLE IRA...

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Req Min Withdrawls from IRA accts in 2020....Are w...

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Roth 401k rollover to Roth IRA and excess contribu...

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Properly report simple transition from Roth to tra...

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5 Replies 102 Views

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102 Views

MDR, 2020

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2 Replies 124 Views

2 Replies

124 Views

1099-R received on IRA cash out that was opened us...

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2 Replies 83 Views

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83 Views

Rollover of 457b to Roth IRA

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2 Replies 171 Views

2 Replies

171 Views

ira situation

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670 Views

Is 1099-MISC taxable non-tuition stipend acceptabl...

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184 Views

recording 1099-R

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2020 form 1099-r distribution code

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Withdrawal of carry over Roth IRA excess before ta...

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2 Replies

168 Views

1099R

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1 Reply

48 Views

Are Royalties Earned Income for Roth IRA Contribut...

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12 Replies

445 Views

Allocating 2020 IRA/401K withdrawal over 3 years i...

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1 Reply 119 Views

1 Reply

119 Views

2020 QCD

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4 Replies 260 Views

4 Replies

260 Views

Withdrawal during 2020

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1 Reply

39 Views

What form do I need to submit to IRS to show the R...

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1 Reply

25 Views

Rolled over Roth IRA

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49 Views

RMD

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1 Reply

38 Views

IRA Ditribution Dealine - non - RMD

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3 Replies 117 Views

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117 Views

IRA/MRD

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4 Replies 388 Views

4 Replies

388 Views

Roth Conversion: Tax Contributions TY19 & TY20, Co...

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69 Views

Simple and Traditional IRA

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Rollover of IRA Distribution being shown as taxabl...

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14 Replies

442 Views

Maximizing Traditional IRA when spouse made small ...

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4 Replies 152 Views

4 Replies

152 Views

Retiree Income 2020

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1 Reply 86 Views

1 Reply

86 Views

Tax on social security

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2 Replies 101 Views

2 Replies

101 Views

Contributions to Roth and Trad IRA's if I used to ...

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1 Reply 116 Views

1 Reply

116 Views

Return of IRA contributions in same year vs remova...

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9 Replies 361 Views

9 Replies

361 Views

Roth IRA Withdrawl before age 59.5

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331 Views

Traditional IRA distribution

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180 Views

Rmd

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1 Reply 73 Views

1 Reply

73 Views

Pro Rata Rule for MULTI YEAR IRA conversion

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2 Replies 276 Views

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276 Views

Cares Act IRA Rollover of Stock Removed as Part o...

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17 Replies 949 Views

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Time limit for amending prior year excess withdraw...

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3 Replies 290 Views

3 Replies

290 Views

SEP-IRA overpayment, Form 5330 questions

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4 Replies 529 Views

4 Replies

529 Views

I said that I would contribute $14,000 to an IRA b...

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3 Replies 180 Views

3 Replies

180 Views

1099

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1 Reply 57 Views

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IRA contribution to reduce 2019 Federal tax owed

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How to pay taxes on 401K > Roth IRA conversion if ...

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