Retirement Tax Tips and Answers | TurboTax® Support

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

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How should I handle SEP-IRA wrong contribution typ...

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HSA tax exemption for remote work from NY for a CA...

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Problem with reporting IRA rollovers

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excluding SS benefits, my income is around $81,500...

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Retirement tax question regardind form 1099 R

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Withdraw excess IRA contribution and first time ho...

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How to handle consequence of Withdrawl from Social...

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public service officer insurance 3K deduction

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2 Replies 72 Views

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

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4 Replies 160 Views

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160 Views

Are annuities federal and/or tax deductible

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Earned no income in retirement.

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ENTERING CHECKING ACCT. # ON TAX FORM WHEN NOT GET...

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Solo 401 Excess Contribution and Prompt Correction...

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What did you do with the Money from Teachers Reti...

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1099-R Basis in Distribution

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Disability Retirement Taxes in CA

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Retirement Income

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2019 Roth IRA contribution incorrectly put into Tr...

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4 Replies 228 Views

4 Replies

228 Views

Best way to use a Beneficiary IRA

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1 Reply 108 Views

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108 Views

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

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1 Reply 144 Views

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Solo 401k contribution for sole proprietor, new E...

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4 Replies 390 Views

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390 Views

Irrevocable Trust best time to determine FMV of ho...

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why cant I enter the real estate tax

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Incorrect basis Backdoor Roth

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1 Reply 41 Views

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41 Views

Recharacterization and is the Net Income Attributa...

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2 Replies 236 Views

2 Replies

236 Views

1099-R: The amount of taxes withheld on your 1099...

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2 Replies 174 Views

2 Replies

174 Views

1099 forms split between revocable and irrevocable...

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2 Replies 198 Views

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198 Views

Income tax on retirement income I receive from Nor...

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2 Replies 81 Views

2 Replies

81 Views

TD Ameritrade

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5 Replies 298 Views

5 Replies

298 Views

Defined Contribution Plan

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30 Views

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

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4 Replies 673 Views

4 Replies

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I get rental income from my parish and the 1099 Mi...

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46 Views

Claiming Retiring Parent As Dependent Timeline & Q...

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2 Replies 53 Views

2 Replies

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Pension Plan HSA Contributions

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3 Replies 193 Views

3 Replies

193 Views

Are Royalties Earned Income for Roth IRA Contribut...

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12 Replies 609 Views

12 Replies

609 Views

executive retirement savings plan federal taxes

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W2 Form Request

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42 Views

Questiion

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41 Views

How to correctly calculate social security tax to ...

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457 Rollover 1099-R

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1 Reply 184 Views

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184 Views

Has anyone resolved "needs review" error after ent...

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5 Replies 417 Views

5 Replies

417 Views

Reirement comes to me monthly since husband died i...

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63 Views

Simple and Traditional IRA

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does SSA-1099 include IRMAA in the premiums amount...

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3 Replies 249 Views

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if i took an covid distribution from my 401k but a...

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2 Replies 193 Views

2 Replies

193 Views

Pay estimated taxes on stock sales?

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Don't have a 1099-R

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92 Views

medicare

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RMD

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74 Views

Bailey v.settlement

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2 Replies 183 Views

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183 Views

Can you amend an early withdrawal error?

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5 Replies 605 Views

5 Replies

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Taxes with 401k withdraw

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5 Replies 517 Views

5 Replies

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I'm retired and run a nonprofit without pay. Shoul...

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2 Replies 344 Views

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344 Views

social security income taxable

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2 Replies 272 Views

2 Replies

272 Views

W-2 Employer number is not on my Social Security

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1 Reply 101 Views

1 Reply

101 Views

"Payment In Lieu of Medical Coverage" on 1099-MISC

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4 Replies 562 Views

4 Replies

562 Views

RMD for non-qualified annuities?

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4 Replies 381 Views

4 Replies

381 Views

Advice on Reporting 2 RMDs Taken in 2019 From Same...

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304 Views

1st time home buyer withdrawal from Roth IRA vs 40...

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162 Views

I need to revise the estimated tax for 2020 as my ...

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2 Replies 245 Views

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245 Views

1099-OID

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2 Replies 771 Views

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771 Views

Charges

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2 Replies 205 Views

2 Replies

205 Views

How do I get the correct deduction/credit for an a...

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103 Views

2019 Forms for Qualified Disaster Distributions

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141 Views

Investment withdrawal that was reinvested in a CD

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100 Views

pension

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RMD and 1099R

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8 Replies

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pension plan

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3 Replies 300 Views

3 Replies

300 Views

Only recieve formSSA-1099

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1 Reply 116 Views

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116 Views

Free turbotax

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2 Replies 166 Views

2 Replies

166 Views

Lump sum Social security payment

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1 Reply 117 Views

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117 Views

Tax Rates

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2 Replies 250 Views

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250 Views

Prior year Roth IRA Contributions amounts

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1 Reply 143 Views

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Adjusted 1 moth late for Excess of Contribution RO...

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6 Replies 679 Views

6 Replies

679 Views

Can a Michigan retired teacher receiving a pension...

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3 Replies 556 Views

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556 Views

First RMD taken in 2019, now more needed in 2020.

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9 Replies 945 Views

9 Replies

945 Views

Form 8606

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1 Reply 203 Views

1 Reply

203 Views

Pension distribution choice

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1 Reply 227 Views

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Transfer Payout Annuity and RMD requirements

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3 Replies 404 Views

3 Replies

404 Views

Double-counting income for IRA rollover is disqual...

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1 Reply 172 Views

1 Reply

172 Views

Dependent college student with part time oncome

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1 Reply 192 Views

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192 Views

allowable income in addition to social security

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2 Replies 214 Views

2 Replies

214 Views

I can't get my tax returns for 2018 from Turbo Tax...

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1 Reply 126 Views

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126 Views

Transfer from Keogh plan to Roth

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4 Replies 798 Views

4 Replies

798 Views

How can I use my retirement?

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1 Reply 97 Views

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97 Views

medical annuity

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1 Reply 195 Views

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195 Views

which form?

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2 Replies 360 Views

2 Replies

360 Views

HSA's in retirement

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3 Replies 465 Views

3 Replies

465 Views

Prepayment Penalty

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1 Reply 232 Views

1 Reply

232 Views

1099-R problems

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11 Replies 1595 Views

11 Replies

1595 Views

1099-A

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1 Reply 192 Views

1 Reply

192 Views

Complex Trust - Sec 663b Record Keeping

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6 Replies 996 Views

6 Replies

996 Views

How do I handle a long term disability payback tha...

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0 Replies 255 Views

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255 Views

death gratuity

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How to account for a conversion to a ROTH-IRA of a...

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