Retirement Tax Tips and Answers | TurboTax® Support

Incorrect 1099-R that provider will not correct

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5 Replies 9588 Views

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9588 Views

I filed for an extension, paid what I owed, and now I'm ready to file

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2 Replies 1020 Views

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1020 Views

1041 Form - in the software, where do I enter tax withheld (block 4) from a 1099-R (IRA distribution)?

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1 Reply 3121 Views

1 Reply

3121 Views

Which tax-tables could be used for the FICA terms?

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4 Replies 451 Views

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451 Views

NRCS Equip Funds

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2 Replies 337 Views

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337 Views

Excess contributions to 2023 Roth IRA

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HSA distribution (of excessive contribution) not accounted in California state taxing?

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3 Replies 1649 Views

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1649 Views

TurboTax mischaracterizes W-2, won't accept code used by employer

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1 Reply 283 Views

1 Reply

283 Views

On SSI as of 2525 worried about Home Sale in 2024

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1 Reply 1600 Views

1 Reply

1600 Views

Is there any way to use TurboTax free edition if you have a 1099-NEC to report? Online version of TurboTax is forcing the premium edition at $139.

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1 Reply 1276 Views

1 Reply

1276 Views

Overcontribution 403b

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1 Reply 681 Views

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681 Views

Desk Top 2024 where do I enter SSA-1099SM

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1 Reply 262 Views

1 Reply

262 Views

Question about filing US Tax return - Moving from Canada to US

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3 Replies 3358 Views

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3358 Views

403B Settlement check years after 403B account was rolled over.

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1 Reply 970 Views

1 Reply

970 Views

TurboTax Desktop Basic 2024 is skipping the SSA-1099 Section

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11 Replies 3753 Views

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3753 Views

Wrong address (including state) on 1099-K sent to me by eBay

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5 Replies 1708 Views

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1708 Views

tax on excess accumulations in retirement account

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2 Replies 1310 Views

2 Replies

1310 Views

HELP;.......can someone tell me HOW to enter a credit card payment ($20) to pay my Turbotax filing fee?

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1 Reply 591 Views

1 Reply

591 Views

Do I have to pay Illinois State Income Tax on an non-spousal inherited annuity?

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2 Replies 3722 Views

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3722 Views

Rollover of 401K to Roth401K

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3 Replies 2203 Views

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how do I change the box that says I have recieved a federal pension in state income section? Why does it think we do?

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1 Reply 504 Views

1 Reply

504 Views

IRA BASIS

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3 Replies 1141 Views

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1141 Views

IRS refund tool

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0 Replies 947 Views

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947 Views

Clarification on 2024 Roth excess contribution 1099-R

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2 Replies 2480 Views

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2480 Views

Withdrew from Canada RRIF - reporting NR4 (code 26) on US taxes

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9 Replies 3647 Views

9 Replies

3647 Views

My uncle's executor received a 1099-R. As one of three beneficiaries, I received a third of the inheritance. Who is responsible for reporting the 1099-R and paying taxes?

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4 Replies 1118 Views

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Deduction

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2 Replies 316 Views

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316 Views

Co-trustee income split

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3 Replies 877 Views

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Reporting trust taxable income distributions

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0 Replies 1154 Views

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1154 Views

CSA 1099-R box 2a says "UNKNOWN". What is taxable amount?

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1 Reply 328 Views

1 Reply

328 Views

Import from Merrill Edge doesn't import 1099B

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4 Replies 1053 Views

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1053 Views

IRS pin to file

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1 Reply 227 Views

1 Reply

227 Views

software is skipping Social Security questions

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1 Reply 360 Views

1 Reply

360 Views

Why can't I enter Interest Income or Social Security benefits?

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1 Reply 989 Views

1 Reply

989 Views

$0 Income in 2023, and excess Roth IRA Contributions; Questions about yearly Roth IRA Contribution periods, form 5329, needs for amending, and how much to withdraw from Roth IRA

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5 Replies 5270 Views

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5270 Views

Insurance Premiums

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2 Replies 575 Views

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575 Views

W-2 box 12 code D is coded incomplete IAW IRS guidelines

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2 Replies 3625 Views

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3625 Views

Retirement in 2024

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3 Replies 1360 Views

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1360 Views

so when will the rmd calcs be fixed

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4 Replies 838 Views

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838 Views

Roth 403B Limits

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2 Replies 3610 Views

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Need info to get 1099R corrected for excess contributionI'

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1 Reply 2057 Views

1 Reply

2057 Views

1099-B Selling Stock

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5 Replies 4771 Views

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J-1 (2 years) and F-1 (3 years and onward). Am I a resident or nonresident filer?

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1 Reply 5529 Views

1 Reply

5529 Views

Are tricare insurance premiums deducted from military retired pay pre-tax?

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1 Reply 8445 Views

1 Reply

8445 Views

Are overseas bank to bank wire transfers being taxed or should be reported to IRS? Is there a limit to avoid being taxed?

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8 Replies 21066 Views

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21066 Views

Roth 401k rollover to Roth IRA and excess contributions

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8 Replies 3758 Views

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3758 Views

SSA benefits received in 2023, withdrawn in 2023 and paid back once request letter was received in January , 2024 paid in full

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1 Reply 42150 Views

1 Reply

42150 Views

CA withholding by my employer is not correct. I am on disability pay and my company in Atlanta is withhold taxes. CA does not tax disability income. How do I change this

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1 Reply 12427 Views

1 Reply

12427 Views

Money received from estate

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2 Replies 7560 Views

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7560 Views

Inherited IRA transfer into Rollover IRA

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6 Replies 10944 Views

6 Replies

10944 Views

Roth Conversion taxes for state of Colorado

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1 Reply 6925 Views

1 Reply

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Gift Tax and Gift to Children

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2 Replies 20305 Views

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Lemon Law Settlement Taxes

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1 Reply 7574 Views

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7574 Views

taking advantage of indirect rollver from 401K 60 days window

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4 Replies 16869 Views

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16869 Views

IRA contribution when QBI is my only income - Is this be a T-TAX flaw?

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13 Replies 32842 Views

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Why did the software allow a "qualified business deduction in 2022 but not in 2023 ? ( no change to business)

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1 Reply 23704 Views

1 Reply

23704 Views

trying to file from outside the United States -cannot get past "Verify your phone number" now a couple of days late filing my taxes.

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1 Reply 9733 Views

1 Reply

9733 Views

Social Security Excess Refund

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2 Replies 3739 Views

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Excess Contribution Withdrawal Roth IRA

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2 Replies 2550 Views

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SSA question

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8 Replies 1871 Views

8 Replies

1871 Views

Cashed in old paper Series E Savings Bonds at my bank last year(2023). I received a very odd looking 1099int form from the US Treasury/Internal Revenue Service. Assuming its interest on my bonds but n...

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9 Replies 2706 Views

9 Replies

2706 Views

1099, capital gain, court/attorney , costs

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1 Reply 1963 Views

1 Reply

1963 Views

1099-NEC Income for 16 Year Old

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1 Reply 8475 Views

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8475 Views

No Form CSA 1099R block 16

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1 Reply 1405 Views

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1405 Views

other

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1099R For nonqualified annuity

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1 Reply 1621 Views

1 Reply

1621 Views

Backdoor Roth IRA conversion for 2023 and 2024

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1 Reply 2261 Views

1 Reply

2261 Views

Why TurboTax prompts: "Enter Prior Year Roth IRA Contributions" when done processing all 1099-Rs

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2 Replies 2810 Views

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2810 Views

TurboTax 2023 Will not Calculate

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1 Reply 1458 Views

1 Reply

1458 Views

I received a 1099-R distribution from a decesased Parent, RMD does not look correctly calculated.

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0 Replies 1673 Views

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1099-G - Total of all your payments and withholdings

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1 Reply 359 Views

1 Reply

359 Views

need 1099 of deceased parent

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1 Reply 259 Views

1 Reply

259 Views

Where can I find the clue or verify whether I took IRA deductible or not from the 1040 forms filed in the past few years?

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4 Replies 4422 Views

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4422 Views

Rejected Tax return

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2 Replies 908 Views

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908 Views

W2

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1 Reply 665 Views

1 Reply

665 Views

unable to Transmit return because TT said it not up to date but their no updates

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2 Replies 767 Views

2 Replies

767 Views

How do I list Where is this Benefit from?

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1 Reply 357 Views

1 Reply

357 Views

Minors & Social Security/Medicare Taxes

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2 Replies 4870 Views

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4870 Views

Tax rule for EPFO withdrawal form India

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0 Replies 306 Views

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306 Views

Accidentally Contributed to ROTH IRA

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1 Reply 1203 Views

1 Reply

1203 Views

Are Taxable Roth IRA Conversions Counted as Income for Covered California Benefit Calculation?

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3 Replies 3496 Views

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Loss of a Simple IRA

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4 Replies 1913 Views

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where to report saa1099

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2 Replies 774 Views

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Received 1099-S sale of my late husband's house which he left to his children. I was the executrix of his will. I did not received any money from the sale

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5 Replies 1240 Views

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1240 Views

inheritance 1040 and K1

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2 Replies 1085 Views

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1085 Views

Is there a benefit to paying off your mortgage in retirement?

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10 Replies 4776 Views

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4776 Views

Can I contribute to a Traditional IRA and a SEP-IRA, and maybe a solo 401K, for 2022?

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5 Replies 14334 Views

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14334 Views

Inflation Reduction Act of 2022 - Electrical Panel Upgrade

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1 Reply 603 Views

1 Reply

603 Views

secondary spouse tax relief

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1 Reply 585 Views

1 Reply

585 Views

california state tax adjustments 540NR

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1 Reply 1894 Views

1 Reply

1894 Views

Filing backdoor roth IRA

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5 Replies 1344 Views

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1344 Views

Repaid cares act withdrawal in 2023, need to file ammend returns

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7 Replies 2241 Views

7 Replies

2241 Views

Has anyone resolved "needs review" error after entering 1099-G? All info is accurate/complete per what the State provided. Have deleted/restarted, same result each time.

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11 Replies 4252 Views

11 Replies

4252 Views

Turbotax says my Employer HSA contribution on w2 is wrong

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3 Replies 801 Views

3 Replies

801 Views

I have excess social security tax withheld. According to the TurboTax help article, this should automatically be added to my refund, but it is not.

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2 Replies 1920 Views

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1920 Views

2021 HSA Excess Contribution - Filed 5329, Then Custodian Withdrew Excess

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4 Replies 1892 Views

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1892 Views

Payee Rep and Taxes

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1 Reply 369 Views

1 Reply

369 Views

Second year in a row of excess Roth contribution confusion

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1 Reply 864 Views

1 Reply

864 Views

Roth Excess Contribution – How to determine the first tax year to submit Form-5329 for

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2 Replies 964 Views

2 Replies

964 Views

Retired and disabled people

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1 Reply 534 Views

1 Reply

534 Views

1099-R: The amount of taxes withheld on your 1099-R is more than your taxable retirement income...?

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9 Replies 3885 Views

9 Replies

3885 Views

Inconsistent IRA deduction in What-If worksheet

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1 Reply 680 Views

1 Reply

680 Views

Social Security

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4 Replies 1051 Views

4 Replies

1051 Views

Roth 401k to Roth IRA, can I do $6000 Backdoor Roth the same year?

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4 Replies 1356 Views

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1356 Views

RMD for non-qualified annuities?

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9 Replies 2910 Views

9 Replies

2910 Views

1040X Overpayment

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1 Reply 495 Views

1 Reply

495 Views

(How) do I report sale of stock from within an Inherited IRA?

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2 Replies 1322 Views

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1322 Views

Trad IRA Dist can I repay to a Roth w/o penalties?

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2 Replies 1045 Views

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1045 Views

Problem with reporting IRA rollovers

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92 Replies 12861 Views

92 Replies

12861 Views

IL Property Tax Credit

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2 Replies 1172 Views

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1172 Views

Is it true for the people that elected to have fees taken from refund that we will not be getting our direct deposits early? For example Chime states up to 5 days early?

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3 Replies 891 Views

3 Replies

891 Views

Rejected efile stating duplicate W2s.

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6 Replies 755 Views

6 Replies

755 Views

When will Form 8915-E (not F) be available to complete taxes?

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18 Replies 6204 Views

18 Replies

6204 Views

how do I locate new 2021 RMD tax tables

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2 Replies 571 Views

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571 Views

Form 1310 - unclear on next actions

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4 Replies 889 Views

4 Replies

889 Views

State tax implications of coronavirus-related distribution (CRD) in Massachusetts

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5 Replies 2014 Views

5 Replies

2014 Views

401(a) defined contribution plan: tax treatment of contributions made outside of payroll

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3 Replies 1869 Views

3 Replies

1869 Views

Rehired after layoff. Severance was a taxed lump sum. Have to repay the "unused" weeks of severance, it is calculated on pretax sum. Can I get the taxes back when filing?

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3 Replies 865 Views

3 Replies

865 Views

Avoid AMT on transfer of IRA to Roth

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4 Replies 1576 Views

4 Replies

1576 Views

Inherited IRA - CARES Act allows repayment of 2020 distributions

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10 Replies 3534 Views

10 Replies

3534 Views

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

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3 Replies 1439 Views

3 Replies

1439 Views

excluding SS benefits, my income is around $81,500, will my SS benefits be taxable?

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2 Replies 959 Views

2 Replies

959 Views

Retirement tax question regardind form 1099 R

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1 Reply 451 Views

1 Reply

451 Views

Withdraw excess IRA contribution and first time home purchase at the same time?

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1 Reply 717 Views

1 Reply

717 Views

How to handle consequence of Withdrawl from Social Security Request

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4 Replies 1625 Views

4 Replies

1625 Views

public service officer insurance 3K deduction

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2 Replies 1025 Views

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1025 Views

Form 8606, Line 22 - Include 2014 403b rollover in Roth basis?

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4 Replies 2182 Views

4 Replies

2182 Views

Are annuities federal and/or tax deductible

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1 Reply 510 Views

1 Reply

510 Views

Earned no income in retirement.

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1 Reply 528 Views

1 Reply

528 Views

ENTERING CHECKING ACCT. # ON TAX FORM WHEN NOT GETTING REFUND OR PAYING

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1 Reply 477 Views

1 Reply

477 Views

Solo 401 Excess Contribution and Prompt Correction/1099-R

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1 Reply 1081 Views

1 Reply

1081 Views

What did you do with the Money from Teachers Retirement System of Georgia?

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1 Reply 553 Views

1 Reply

553 Views

1099-R Basis in Distribution

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3 Replies 1267 Views

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1267 Views

Disability Retirement Taxes in CA

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3 Replies 1456 Views

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Retirement Income

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2 Replies 1072 Views

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1072 Views

2019 Roth IRA contribution incorrectly put into Traditional IRA account

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4 Replies 2025 Views

4 Replies

2025 Views

Best way to use a Beneficiary IRA

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1 Reply 1406 Views

1 Reply

1406 Views

If I did a backdoor roth conversion for a previous year, do I need to amend my previous year's return?

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1 Reply 818 Views

1 Reply

818 Views

Solo 401k contribution for sole proprietor, new EIN in 2020

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4 Replies 2122 Views

4 Replies

2122 Views

Irrevocable Trust best time to determine FMV of home

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1 Reply 527 Views

1 Reply

527 Views

why cant I enter the real estate tax

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1 Reply 453 Views

1 Reply

453 Views

Incorrect basis Backdoor Roth

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1 Reply 542 Views

1 Reply

542 Views

Recharacterization and is the Net Income Attributable Taxable?

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2 Replies 2158 Views

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2158 Views

1099 forms split between revocable and irrevocable Trust

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2 Replies 5053 Views

2 Replies

5053 Views

Income tax on retirement income I receive from North Carolina.

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2 Replies 1091 Views

2 Replies

1091 Views

TD Ameritrade

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5 Replies 2404 Views

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2404 Views

Defined Contribution Plan

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1 Reply 541 Views

1 Reply

541 Views

I get rental income from my parish and the 1099 Misc also included my jury duty pay. Turbo tax treated the jury duty as a Sch C -self employed. I deleted it but it still shows up on the summary. I ...

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