Retirement Tax Tips and Answers | TurboTax® Support

Deduction

by on Latest post on by

2 Replies 342 Views

2 Replies

342 Views

Which version of Turbo Tax do I need to process clergy housing allowance?

by on Latest post on by

1 Reply 4968 Views

1 Reply

4968 Views

My income is social security disability and taxable "third party sick pay". I file as head of household. Can I contribute to a traditional IRA?

by on Latest post on by

9 Replies 3977 Views

9 Replies

3977 Views

IRA accounts

by on Latest post on by

2 Replies 785 Views

2 Replies

785 Views

1099 -Q TAXABLE

by on Latest post on by

11 Replies 5137 Views

11 Replies

5137 Views

K1's and Roth IRA's

by on Latest post on by

2 Replies 1472 Views

2 Replies

1472 Views

How do I value in kind contributions?

by on Latest post on by

1 Reply 1048 Views

1 Reply

1048 Views

Can it be possible to owe no tax (none withheld) on $24,807 taxable income?

by on Latest post on by

2 Replies 1405 Views

2 Replies

1405 Views

I made a backdoor Roth conversion ($5500 IRA contribution followed by conversion) in March of 2018. How do I account for this on my 2017 return (I have no 1099R yet)?

by on Latest post on by

6 Replies 2324 Views

6 Replies

2324 Views

Can I back out of a 2018 Roth conversion?

by on Latest post on by

1 Reply 940 Views

1 Reply

940 Views

Convert IRA contribution to ROTH IRA in the same year

by on Latest post on by

7 Replies 4898 Views

7 Replies

4898 Views

I have a Calpers account where I contributed throughout the year. Should I enter this info in retirement and investments section in turbo tax? If so, which category?

by on Latest post on by

12 Replies 6808 Views

12 Replies

6808 Views

I'm preparing 3 different returns for my family. How do I make sure the correct contribution goes to the right tax return?

by on Latest post on by

1 Reply 1005 Views

1 Reply

1005 Views

My wedding dress of 30 years in almost new condition is being donated. How much can I put down for it as used?

by on Latest post on by

1 Reply 1532 Views

1 Reply

1532 Views

I have a Roth IRA distribution and box 7 has a T. How do I prove how long I have had the IRA?

by on Latest post on by

1 Reply 1051 Views

1 Reply

1051 Views

I rolled over two traditional 401k's into a third 401k. I only received a 1099r from one of the two originating 401k's. Should I just report the one 1099r on my 1040?

by on Latest post on by

3 Replies 1382 Views

3 Replies

1382 Views

1099R-"What did you do with money?">"Moved to another Retirement acct">"converted all to a Roth IRA". Then TT asks "what type of disaster affected [you] in 2017?" What?

by on Latest post on by

1 Reply 986 Views

1 Reply

986 Views

If you pay your ex for survivor benefits, which are not deducted from the pension payment, is that amount deductible?

by on Latest post on by

1 Reply 1092 Views

1 Reply

1092 Views

Box 13 drop down of your on line W-2G is missing the State of Washington. How do i finish filing with turbo tax?

by on Latest post on by

1 Reply 1502 Views

1 Reply

1502 Views

Can i change the excess amount of a SEP ira contribution to be a Traditional IRA contribution for the year and avoid having to withdraw the excess

by on Latest post on by

3 Replies 2801 Views

3 Replies

2801 Views

YO COMO ABUELA Y VOLUNTARIAMENTE LE ENVIO PENSION A MI NIETO, PUEDO ANADIR ESTO Y EN QUE PARTE ?

by on Latest post on by

1 Reply 1095 Views

1 Reply

1095 Views

Can a person turning 70 1/2 this year still open or contribute to an IRA?

by on Latest post on by

1 Reply 1194 Views

1 Reply

1194 Views

I paid penalty tax on early withdrawal from 401k, 10%. Do I have to pay more taxes on this?

by on Latest post on by

1 Reply 1370 Views

1 Reply

1370 Views

The funds deposited in my retirement Acc. were not taxed when deposited. are the fees my broker charges deductable, he deducts them from my Acc.

by on Latest post on by

1 Reply 1028 Views

1 Reply

1028 Views

Does a W-2 Control number have to be a minimum of 2 alpha numeric characters? My wife's has only has "2" as the C N

by on Latest post on by

1 Reply 2524 Views

1 Reply

2524 Views

Turbotax 2016 does not offer correct description for 1099 Box 7 code

by on Latest post on by

1 Reply 971 Views

1 Reply

971 Views

Illinois don't tax retirement income however 2018 trubo tax says that I 3736 dollars is taxable

by on Latest post on by

1 Reply 1590 Views

1 Reply

1590 Views

Roth Contribution: I'm asked what MY Roth Contribution is. Do I include contributions by my employer as company match in the maximum total I can contribute? Thank you.

by on Latest post on by

2 Replies 2593 Views

2 Replies

2593 Views

I went in my ira early and to they took 2000$ in taxes as penalty, will I get any of that back on my tax refund

by on Latest post on by

3 Replies 1511 Views

3 Replies

1511 Views

Excess Roth IRA Contributions - How to Report in 2018 taxes

by on Latest post on by

1 Reply 1205 Views

1 Reply

1205 Views

Can an Inherited IRA be reinvested into one with better returns? Can RMDs be contributed to Individual IRA tax free? Are RMDs taxed at time of distribution?

by on Latest post on by

7 Replies 7083 Views

7 Replies

7083 Views

I contributed for Traditional IRA in Jan 2018 for 2017 tax year & waiting for Tax Form from Fidelity. Can I do Tax return before Apr18 or need tax extension from IRS?

by on Latest post on by

1 Reply 1484 Views

1 Reply

1484 Views

Made IRA deposits for about 30 years to a ira annuity and never deducted them on tax forms would I consider the deposits basis or have to amend 30 years worth of returns?

by on Latest post on by

1 Reply 1126 Views

1 Reply

1126 Views

Do I use my name on the Annuity form or OPM

by on Latest post on by

1 Reply 943 Views

1 Reply

943 Views

Turbo Tax is asking for the zip code on a W2 form. However I am retired and I do not have a W2 form this year.

by on Latest post on by

1 Reply 1212 Views

1 Reply

1212 Views

Can file 1099-K?

by on Latest post on by

1 Reply 1005 Views

1 Reply

1005 Views

My wife is on Workman's Compensation. What line(s) do I need to enter the monthly amount she's receiving and how do we avoid having to pay taxes on it?

by on Latest post on by

2 Replies 1165 Views

2 Replies

1165 Views

I need my current year agi to know how much i am limited in contributing to my IRA, where can I find the estimated MAGI before I file my taxes?

by on Latest post on by

2 Replies 1596 Views

2 Replies

1596 Views

Can I make charitable contributions in early 2019 that count towards my deduction for my 2018 taxes (filing in April 2019)? If so, what is the cutoff date?

by on Latest post on by

1 Reply 2677 Views

1 Reply

2677 Views

If i have no income other than 300 dollars from tutoring for the whole year. can i contribute that 300 to my roth IRA? thanks

by on Latest post on by

9 Replies 2692 Views

9 Replies

2692 Views

I am having problem trying to update Alamony Paid to x wife..Social Security Number not excepted Same Number I used for several years now.. what do I do?

by on Latest post on by

1 Reply 1180 Views

1 Reply

1180 Views

I withdrew funds from a 401k in Puerto Rico. They held 20% of the funds. Do I need to report the withdrawal and pay taxes as a new income?

by on Latest post on by

1 Reply 3838 Views

1 Reply

3838 Views

I have the same question.Why is my Social Security Tax the same as the amount reported inctead of 1/2 of my 2017 social security amount reported in Box 5?

by on Latest post on by

1 Reply 753 Views

1 Reply

753 Views

Retired no w2 no w2, collecting social security and have bond income with a brokerage house. which version do i need for fed and state?

by on Latest post on by

1 Reply 798 Views

1 Reply

798 Views

My New York State withholding and tax refund from 2015 are being incorrectly carried over and reported in 2016 TurboTax. Does anyone have a work around?

by on Latest post on by

1 Reply 2556 Views

1 Reply

2556 Views

Why am I being asked RMD questions about my teachers retirement income?

by on Latest post on by

1 Reply 1104 Views

1 Reply

1104 Views

W-2 form box 12 has the code DD meaning amount shown is not taxable income, where is this box 12 amount shown being subtracted from taxable income?

by on Latest post on by

1 Reply 1381 Views

1 Reply

1381 Views

Contributions in ItsDeductible only include 3 years. I have 2017, 2016 and 2015, but I need my contributions for 2014. Is this still available and how can I obtain it?

by on Latest post on by

1 Reply 1285 Views

1 Reply

1285 Views

Can I claim my girlfriends two older boys who live with me and my girlfriend, whom I support even though one of the boys receives social security income?

by on Latest post on by

3 Replies 1579 Views

3 Replies

1579 Views

Do you have a TurboTax Online account?

Topics with Label: ItsDeductible Online