Retirement Tax Tips and Answers | TurboTax® Support

ROTH IRA early withdrawal taxes even if my withdrawal would be less than contributions and gains combined

by on Latest post on by

2 Replies 2425 Views

2 Replies

2425 Views

Incorrect 1099-R that provider will not correct

by on Latest post on by

5 Replies 10975 Views

5 Replies

10975 Views

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

by on Latest post on by

2 Replies 1105 Views

2 Replies

1105 Views

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

by on Latest post on by

1 Reply 3527 Views

1 Reply

3527 Views

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

by on Latest post on by

4 Replies 605 Views

4 Replies

605 Views

NRCS Equip Funds

by on Latest post on by

2 Replies 467 Views

2 Replies

467 Views

Excess contributions to 2023 Roth IRA

by on Latest post on by

3 Replies 1837 Views

3 Replies

1837 Views

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

by on Latest post on by

3 Replies 1738 Views

3 Replies

1738 Views

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

by on Latest post on by

1 Reply 322 Views

1 Reply

322 Views

On SSI as of 2525 worried about Home Sale in 2024

by on Latest post on by

1 Reply 1853 Views

1 Reply

1853 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.

by on Latest post on by

1 Reply 1329 Views

1 Reply

1329 Views

Overcontribution 403b

by on Latest post on by

1 Reply 714 Views

1 Reply

714 Views

Desk Top 2024 where do I enter SSA-1099SM

by on Latest post on by

1 Reply 286 Views

1 Reply

286 Views

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

by on Latest post on by

3 Replies 3523 Views

3 Replies

3523 Views

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

by on Latest post on by

1 Reply 1090 Views

1 Reply

1090 Views

TurboTax Desktop Basic 2024 is skipping the SSA-1099 Section

by on Latest post on by

11 Replies 4211 Views

11 Replies

4211 Views

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

by on Latest post on by

5 Replies 1964 Views

5 Replies

1964 Views

tax on excess accumulations in retirement account

by on Latest post on by

2 Replies 1474 Views

2 Replies

1474 Views

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

by on Latest post on by

1 Reply 697 Views

1 Reply

697 Views

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

by on Latest post on by

2 Replies 3996 Views

2 Replies

3996 Views

Rollover of 401K to Roth401K

by on Latest post on by

3 Replies 2385 Views

3 Replies

2385 Views

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

by on Latest post on by

1 Reply 618 Views

1 Reply

618 Views

IRA BASIS

by on Latest post on by

3 Replies 1220 Views

3 Replies

1220 Views

IRS refund tool

by on

0 Replies 968 Views

0 Replies

968 Views

Clarification on 2024 Roth excess contribution 1099-R

by on Latest post on by

2 Replies 2709 Views

2 Replies

2709 Views

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

by on Latest post on by

9 Replies 3961 Views

9 Replies

3961 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?

by on Latest post on by

4 Replies 1241 Views

4 Replies

1241 Views

Deduction

by on Latest post on by

2 Replies 351 Views

2 Replies

351 Views

Co-trustee income split

by on Latest post on by

3 Replies 1111 Views

3 Replies

1111 Views

Reporting trust taxable income distributions

by on

0 Replies 1199 Views

0 Replies

1199 Views

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

by on Latest post on by

1 Reply 359 Views

1 Reply

359 Views

Import from Merrill Edge doesn't import 1099B

by on Latest post on by

4 Replies 1300 Views

4 Replies

1300 Views

IRS pin to file

by on Latest post on by

1 Reply 276 Views

1 Reply

276 Views

software is skipping Social Security questions

by on Latest post on by

1 Reply 459 Views

1 Reply

459 Views

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

by on Latest post on by

1 Reply 1105 Views

1 Reply

1105 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

by on Latest post on by

5 Replies 5715 Views

5 Replies

5715 Views

Insurance Premiums

by on Latest post on by

2 Replies 690 Views

2 Replies

690 Views

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

by on Latest post on by

2 Replies 3917 Views

2 Replies

3917 Views

Retirement in 2024

by on Latest post on by

3 Replies 1510 Views

3 Replies

1510 Views

so when will the rmd calcs be fixed

by on Latest post on by

4 Replies 980 Views

4 Replies

980 Views

Roth 403B Limits

by on Latest post on by

2 Replies 3925 Views

2 Replies

3925 Views

Need info to get 1099R corrected for excess contributionI'

by on Latest post on by

1 Reply 2340 Views

1 Reply

2340 Views

1099-B Selling Stock

by on Latest post on by

5 Replies 4966 Views

5 Replies

4966 Views

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

by on Latest post on by

1 Reply 5694 Views

1 Reply

5694 Views

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

by on Latest post on by

1 Reply 8645 Views

1 Reply

8645 Views

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

by on Latest post on by

8 Replies 23290 Views

8 Replies

23290 Views

Roth 401k rollover to Roth IRA and excess contributions

by on Latest post on by

8 Replies 3965 Views

8 Replies

3965 Views

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

by on Latest post on by

1 Reply 42307 Views

1 Reply

42307 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

by on Latest post on by

1 Reply 12621 Views

1 Reply

12621 Views

Money received from estate

by on Latest post on by

2 Replies 7726 Views

2 Replies

7726 Views

Inherited IRA transfer into Rollover IRA

by on Latest post on by

6 Replies 11476 Views

6 Replies

11476 Views

Roth Conversion taxes for state of Colorado

by on Latest post on by

1 Reply 7048 Views

1 Reply

7048 Views

Gift Tax and Gift to Children

by on Latest post on by

2 Replies 20488 Views

2 Replies

20488 Views

Lemon Law Settlement Taxes

by on Latest post on by

1 Reply 7677 Views

1 Reply

7677 Views

taking advantage of indirect rollver from 401K 60 days window

by on Latest post on by

4 Replies 17158 Views

4 Replies

17158 Views

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

by on Latest post on by

13 Replies 33151 Views

13 Replies

33151 Views

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

by on Latest post on by

1 Reply 23883 Views

1 Reply

23883 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.

by on Latest post on by

1 Reply 9761 Views

1 Reply

9761 Views

Social Security Excess Refund

by on Latest post on by

2 Replies 3812 Views

2 Replies

3812 Views

Excess Contribution Withdrawal Roth IRA

by on Latest post on by

2 Replies 2638 Views

2 Replies

2638 Views

SSA question

by on Latest post on by

8 Replies 1987 Views

8 Replies

1987 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...

by on Latest post on by

9 Replies 2974 Views

9 Replies

2974 Views

1099, capital gain, court/attorney , costs

by on Latest post on by

1 Reply 2005 Views

1 Reply

2005 Views

1099-NEC Income for 16 Year Old

by on Latest post on by

1 Reply 8536 Views

1 Reply

8536 Views

No Form CSA 1099R block 16

by on Latest post on by

1 Reply 1461 Views

1 Reply

1461 Views

other

by on Latest post on by

1 Reply 905 Views

1 Reply

905 Views

1099R For nonqualified annuity

by on Latest post on by

1 Reply 1733 Views

1 Reply

1733 Views

Backdoor Roth IRA conversion for 2023 and 2024

by on Latest post on by

1 Reply 2284 Views

1 Reply

2284 Views

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

by on Latest post on by

2 Replies 2876 Views

2 Replies

2876 Views

TurboTax 2023 Will not Calculate

by on Latest post on by

1 Reply 1510 Views

1 Reply

1510 Views

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

by on

0 Replies 1706 Views

0 Replies

1706 Views

1099-G - Total of all your payments and withholdings

by on Latest post on by

1 Reply 380 Views

1 Reply

380 Views

need 1099 of deceased parent

by on Latest post on by

1 Reply 284 Views

1 Reply

284 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?

by on Latest post on by

4 Replies 4656 Views

4 Replies

4656 Views

Rejected Tax return

by on Latest post on by

2 Replies 997 Views

2 Replies

997 Views

W2

by on Latest post on by

1 Reply 819 Views

1 Reply

819 Views

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

by on Latest post on by

2 Replies 835 Views

2 Replies

835 Views

How do I list Where is this Benefit from?

by on Latest post on by

1 Reply 382 Views

1 Reply

382 Views

Minors & Social Security/Medicare Taxes

by on Latest post on by

2 Replies 5304 Views

2 Replies

5304 Views

Tax rule for EPFO withdrawal form India

by on

0 Replies 327 Views

0 Replies

327 Views

Accidentally Contributed to ROTH IRA

by on Latest post on by

1 Reply 1354 Views

1 Reply

1354 Views

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

by on Latest post on by

3 Replies 3922 Views

3 Replies

3922 Views

Loss of a Simple IRA

by on Latest post on by

4 Replies 2029 Views

4 Replies

2029 Views

where to report saa1099

by on Latest post on by

2 Replies 845 Views

2 Replies

845 Views

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

by on Latest post on by

5 Replies 1298 Views

5 Replies

1298 Views

inheritance 1040 and K1

by on Latest post on by

2 Replies 1318 Views

2 Replies

1318 Views

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

by on Latest post on by

10 Replies 5354 Views

10 Replies

5354 Views

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

by on Latest post on by

5 Replies 15109 Views

5 Replies

15109 Views

Inflation Reduction Act of 2022 - Electrical Panel Upgrade

by on Latest post on by

1 Reply 650 Views

1 Reply

650 Views

secondary spouse tax relief

by on Latest post on by

1 Reply 612 Views

1 Reply

612 Views

california state tax adjustments 540NR

by on Latest post on by

1 Reply 2120 Views

1 Reply

2120 Views

Filing backdoor roth IRA

by on Latest post on by

5 Replies 1410 Views

5 Replies

1410 Views

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

by on Latest post on by

7 Replies 2425 Views

7 Replies

2425 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.

by on Latest post on by

11 Replies 4471 Views

11 Replies

4471 Views

Turbotax says my Employer HSA contribution on w2 is wrong

by on Latest post on by

3 Replies 904 Views

3 Replies

904 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.

by on Latest post on by

2 Replies 2001 Views

2 Replies

2001 Views

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

by on Latest post on by

4 Replies 2036 Views

4 Replies

2036 Views

Payee Rep and Taxes

by on Latest post on by

1 Reply 393 Views

1 Reply

393 Views

Second year in a row of excess Roth contribution confusion

by on Latest post on by

1 Reply 928 Views

1 Reply

928 Views

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

by on Latest post on by

2 Replies 1015 Views

2 Replies

1015 Views

Retired and disabled people

by on Latest post on by

1 Reply 599 Views

1 Reply

599 Views

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

by on Latest post on by

9 Replies 4085 Views

9 Replies

4085 Views

Inconsistent IRA deduction in What-If worksheet

by on Latest post on by

1 Reply 713 Views

1 Reply

713 Views

Social Security

by on Latest post on by

4 Replies 1183 Views

4 Replies

1183 Views

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

by on Latest post on by

4 Replies 1428 Views

4 Replies

1428 Views

RMD for non-qualified annuities?

by on Latest post on by

9 Replies 3125 Views

9 Replies

3125 Views

1040X Overpayment

by on Latest post on by

1 Reply 583 Views

1 Reply

583 Views

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

by on Latest post on by

2 Replies 1492 Views

2 Replies

1492 Views

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

by on Latest post on by

2 Replies 1156 Views

2 Replies

1156 Views

Problem with reporting IRA rollovers

by on Latest post on by

92 Replies 13178 Views

92 Replies

13178 Views

IL Property Tax Credit

by on Latest post on by

2 Replies 1258 Views

2 Replies

1258 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?

by on Latest post on by

3 Replies 1042 Views

3 Replies

1042 Views

Rejected efile stating duplicate W2s.

by on Latest post on by

6 Replies 866 Views

6 Replies

866 Views

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

by on Latest post on by

18 Replies 6500 Views

18 Replies

6500 Views

how do I locate new 2021 RMD tax tables

by on Latest post on by

2 Replies 626 Views

2 Replies

626 Views

Form 1310 - unclear on next actions

by on Latest post on by

4 Replies 931 Views

4 Replies

931 Views

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

by on Latest post on by

5 Replies 2135 Views

5 Replies

2135 Views

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

by on Latest post on by

3 Replies 1949 Views

3 Replies

1949 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?

by on Latest post on by

3 Replies 959 Views

3 Replies

959 Views

Avoid AMT on transfer of IRA to Roth

by on Latest post on by

4 Replies 1723 Views

4 Replies

1723 Views

Inherited IRA - CARES Act allows repayment of 2020 distributions

by on Latest post on by

10 Replies 3700 Views

10 Replies

3700 Views

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

by on Latest post on by

3 Replies 1502 Views

3 Replies

1502 Views

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

by on Latest post on by

2 Replies 993 Views

2 Replies

993 Views

Retirement tax question regardind form 1099 R

by on Latest post on by

1 Reply 473 Views

1 Reply

473 Views

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

by on Latest post on by

1 Reply 735 Views

1 Reply

735 Views

How to handle consequence of Withdrawl from Social Security Request

by on Latest post on by

4 Replies 1699 Views

4 Replies

1699 Views

public service officer insurance 3K deduction

by on Latest post on by

2 Replies 1096 Views

2 Replies

1096 Views

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

by on Latest post on by

4 Replies 2343 Views

4 Replies

2343 Views

Are annuities federal and/or tax deductible

by on Latest post on by

1 Reply 535 Views

1 Reply

535 Views

Earned no income in retirement.

by on Latest post on by

1 Reply 630 Views

1 Reply

630 Views

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

by on Latest post on by

1 Reply 499 Views

1 Reply

499 Views

Solo 401 Excess Contribution and Prompt Correction/1099-R

by on Latest post on by

1 Reply 1120 Views

1 Reply

1120 Views

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

by on Latest post on by

1 Reply 572 Views

1 Reply

572 Views

1099-R Basis in Distribution

by on Latest post on by

3 Replies 1384 Views

3 Replies

1384 Views

Disability Retirement Taxes in CA

by on Latest post on by

3 Replies 1519 Views

3 Replies

1519 Views

Retirement Income

by on Latest post on by

2 Replies 1100 Views

2 Replies

1100 Views

2019 Roth IRA contribution incorrectly put into Traditional IRA account

by on Latest post on by

4 Replies 2182 Views

4 Replies

2182 Views

Best way to use a Beneficiary IRA

by on Latest post on by

1 Reply 1463 Views

1 Reply

1463 Views

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

by on Latest post on by

1 Reply 847 Views

1 Reply

847 Views

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

by on Latest post on by

4 Replies 2199 Views

4 Replies

2199 Views

Irrevocable Trust best time to determine FMV of home

by on Latest post on by

1 Reply 549 Views

1 Reply

549 Views

why cant I enter the real estate tax

by on Latest post on by

1 Reply 525 Views

1 Reply

525 Views

Incorrect basis Backdoor Roth

by on Latest post on by

1 Reply 588 Views

1 Reply

588 Views

Recharacterization and is the Net Income Attributable Taxable?

by on Latest post on by

2 Replies 2252 Views

2 Replies

2252 Views

1099 forms split between revocable and irrevocable Trust

by on Latest post on by

2 Replies 5247 Views

2 Replies

5247 Views

Income tax on retirement income I receive from North Carolina.

by on Latest post on by

2 Replies 1130 Views

2 Replies

1130 Views

TD Ameritrade

by on Latest post on by

5 Replies 2543 Views

5 Replies

2543 Views

Defined Contribution Plan

by on Latest post on by

1 Reply 605 Views

1 Reply

605 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 ...

Do you have a TurboTax Online account?

Topics with Label: Other