Retirement Tax Tips and Answers | TurboTax® Support

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

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Inconsistent IRA deduction in What-If worksheet

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1 Reply 118 Views

1 Reply

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Social Security

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

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RMD for non-qualified annuities?

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Taxability of Surrendered Cash Value Life Insurance Policy

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0 Replies 52 Views

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1040X Overpayment

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

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2 Replies 122 Views

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122 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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8 Replies 1095 Views

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

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2 Replies 138 Views

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Problem with reporting IRA rollovers

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92 Replies 8009 Views

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IL Property Tax Credit

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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 105 Views

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Rejected efile stating duplicate W2s.

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6 Replies 97 Views

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97 Views

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

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18 Replies 2422 Views

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how do I locate new 2021 RMD tax tables

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2 Replies 129 Views

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Form 1310 - unclear on next actions

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4 Replies 111 Views

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111 Views

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

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5 Replies 416 Views

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416 Views

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

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3 Replies 327 Views

3 Replies

327 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 144 Views

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Avoid AMT on transfer of IRA to Roth

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4 Replies 286 Views

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286 Views

Inherited IRA - CARES Act allows repayment of 2020 distributions

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10 Replies 1270 Views

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How should I handle SEP-IRA wrong contribution type employee vs employer and year?

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0 Replies 95 Views

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95 Views

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

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3 Replies 409 Views

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409 Views

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

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2 Replies 215 Views

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215 Views

Retirement tax question regardind form 1099 R

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1 Reply 88 Views

1 Reply

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

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1 Reply 159 Views

1 Reply

159 Views

How to handle consequence of Withdrawl from Social Security Request

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5 Replies 405 Views

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public service officer insurance 3K deduction

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2 Replies 185 Views

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185 Views

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

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4 Replies 455 Views

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455 Views

Are annuities federal and/or tax deductible

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1 Reply 109 Views

1 Reply

109 Views

Earned no income in retirement.

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1 Reply 94 Views

1 Reply

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

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1 Reply 73 Views

1 Reply

73 Views

Solo 401 Excess Contribution and Prompt Correction/1099-R

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1 Reply 280 Views

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280 Views

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

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1 Reply 114 Views

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114 Views

1099-R Basis in Distribution

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3 Replies 272 Views

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Disability Retirement Taxes in CA

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3 Replies 238 Views

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Retirement Income

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2 Replies 240 Views

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240 Views

2019 Roth IRA contribution incorrectly put into Traditional IRA account

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4 Replies 550 Views

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550 Views

Best way to use a Beneficiary IRA

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1 Reply 325 Views

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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 405 Views

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

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4 Replies 851 Views

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Irrevocable Trust best time to determine FMV of home

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1 Reply 142 Views

1 Reply

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why cant I enter the real estate tax

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1 Reply 91 Views

1 Reply

91 Views

Incorrect basis Backdoor Roth

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1 Reply 140 Views

1 Reply

140 Views

Recharacterization and is the Net Income Attributable Taxable?

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2 Replies 455 Views

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1099 forms split between revocable and irrevocable Trust

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2 Replies 698 Views

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Income tax on retirement income I receive from North Carolina.

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2 Replies 187 Views

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TD Ameritrade

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Defined Contribution Plan

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1 Reply 81 Views

1 Reply

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Roth 401k rollover to Roth IRA and excess contributions

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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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1 Reply

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Claiming Retiring Parent As Dependent Timeline & Questions

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Pension Plan HSA Contributions

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Are Royalties Earned Income for Roth IRA Contributions?

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executive retirement savings plan federal taxes

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W2 Form Request

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1 Reply 81 Views

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Questiion

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1 Reply 97 Views

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How to correctly calculate social security tax to be withheld

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1 Reply 121 Views

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457 Rollover 1099-R

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1 Reply 417 Views

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Reirement comes to me monthly since husband died in 2011. Never had to deal with RMD questions in past yrs! Don't know how to deal with it now!

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1 Reply 141 Views

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Simple and Traditional IRA

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1 Reply 120 Views

1 Reply

120 Views

does SSA-1099 include IRMAA in the premiums amount?

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3 Replies 591 Views

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if i took an covid distribution from my 401k but am still making contributions from my paycheck every two weeks, do those contibutions count as paypack and do they reduce my total taxes owed?

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2 Replies 310 Views

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310 Views

Pay estimated taxes on stock sales?

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1 Reply 269 Views

1 Reply

269 Views

Don't have a 1099-R

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1 Reply 149 Views

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medicare

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RMD

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Bailey v.settlement

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2 Replies 307 Views

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Can you amend an early withdrawal error?

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Taxes with 401k withdraw

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5 Replies 720 Views

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I'm retired and run a nonprofit without pay. Should I file as self-employed (tho I don't get paid), or retired (tho I have expenses like someone who's self-employed)?

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2 Replies 524 Views

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social security income taxable

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2 Replies 424 Views

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W-2 Employer number is not on my Social Security

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1 Reply 159 Views

1 Reply

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

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4 Replies 991 Views

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Advice on Reporting 2 RMDs Taken in 2019 From Same 403b Account?

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1 Reply 455 Views

1 Reply

455 Views

1st time home buyer withdrawal from Roth IRA vs 401K

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1 Reply 230 Views

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230 Views

I need to revise the estimated tax for 2020 as my rmd payments will not be included in my 2020 return and they are a substantial part of my reportable income.

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2 Replies 337 Views

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337 Views

1099-OID

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2 Replies 1277 Views

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Charges

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2 Replies 296 Views

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How do I get the correct deduction/credit for an annuity, not an IRA?

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1 Reply 160 Views

1 Reply

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2019 Forms for Qualified Disaster Distributions

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1 Reply 228 Views

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Investment withdrawal that was reinvested in a CD

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1 Reply 177 Views

1 Reply

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pension

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1 Reply 164 Views

1 Reply

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RMD and 1099R

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8 Replies 2343 Views

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pension plan

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3 Replies 453 Views

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Only recieve formSSA-1099

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1 Reply 167 Views

1 Reply

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Free turbotax

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2 Replies 269 Views

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Lump sum Social security payment

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1 Reply 169 Views

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Tax Rates

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2 Replies 454 Views

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Prior year Roth IRA Contributions amounts

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1 Reply 241 Views

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Adjusted 1 moth late for Excess of Contribution ROTH IRA.

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6 Replies 979 Views

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Can a Michigan retired teacher receiving a pension still make a fully deductable traditional IRA contribution?

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3 Replies 992 Views

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

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9 Replies 1333 Views

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Form 8606

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1 Reply 258 Views

1 Reply

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Pension distribution choice

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1 Reply 302 Views

1 Reply

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Transfer Payout Annuity and RMD requirements

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3 Replies 585 Views

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585 Views

Double-counting income for IRA rollover is disqualifying me for LLC credit

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1 Reply 247 Views

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Dependent college student with part time oncome

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1 Reply 268 Views

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allowable income in addition to social security

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2 Replies 357 Views

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

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1 Reply 183 Views

1 Reply

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Transfer from Keogh plan to Roth

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4 Replies 1115 Views

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How can I use my retirement?

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1 Reply 167 Views

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medical annuity

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1 Reply 301 Views

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301 Views

which form?

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2 Replies 530 Views

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HSA's in retirement

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3 Replies 615 Views

3 Replies

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Prepayment Penalty

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1 Reply 319 Views

1 Reply

319 Views

1099-R problems

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11 Replies 2067 Views

11 Replies

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1099-A

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1 Reply 251 Views

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Complex Trust - Sec 663b Record Keeping

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6 Replies 1463 Views

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