Retirement Tax Tips and Answers | TurboTax® Support

In 2017, I got money from my dad's 401k because he died. Does it still count on the question: "Did you receive any distributions from a retirement plan after 2015?

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5 Replies 618 Views

5 Replies

618 Views

Can't figure out how to properly enter excess ROTH IRA contributions for 2021 into my Turbo Tax

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1 Reply 45 Views

1 Reply

45 Views

I made an error on my form 5329 - form says the tax was to my husband at the top but the IRA was actually mine. We are married filing jointly so does this matter?

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6 Replies 1130 Views

6 Replies

1130 Views

401K loan balance distribution

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4 Replies 553 Views

4 Replies

553 Views

What are ramifications of default on 401K loan, can’t afford to pay?

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6 Replies 9511 Views

6 Replies

9511 Views

I'm trying to submit my 1099r and I can't locate the Federal ID Number on the form. Would it go by a different name like "payer's TIN"?

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7 Replies 1541 Views

7 Replies

1541 Views

I thought my social security income doesn't get added if I'm 67years old?

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3 Replies 702 Views

3 Replies

702 Views

WHERE DO I REPORT MY RETIREMENT INCOME FROM MY PENSION FUND?

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3 Replies 495 Views

3 Replies

495 Views

Why is my taxable SSA showing up a different amount than whats on my 1099 SSA

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4 Replies 654 Views

4 Replies

654 Views

Where do I contribute money into my social security for a 1099 I received

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2 Replies 505 Views

2 Replies

505 Views

For some reason it has my mother's name as a choice for legal parent, but not my wife! How do I correct this in Turbotax?

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1 Reply 450 Views

1 Reply

450 Views

If I take out contributions or basis from a Roth it isn't taxable, but do I need a special form at tax time to show I took out a contribution?

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1 Reply 417 Views

1 Reply

417 Views

Should I only list my income as additional income with no 1099 forms if I am a freelancer but I did not do enough work for American companies to get 1099 forms?

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1 Reply 412 Views

1 Reply

412 Views

Since I entered a 1099-R as a W-2, do I need to correct my tax submission?

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1 Reply 644 Views

1 Reply

644 Views

"Tell us the value of your Traditional IRA" when the full amount was converted to Roth IRA.

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3 Replies 2297 Views

3 Replies

2297 Views

Can i rollover my monthly pesion distribution to a trdational ira to shelter taxable status

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3 Replies 1369 Views

3 Replies

1369 Views

I participate in a company sponsored 401k and will have a 2017 taxable income of $109k+. Would a Traditional IRA contribution be tax deductible for me?

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3 Replies 650 Views

3 Replies

650 Views

What is taking Form 8915, Qualified Hurricane Retirement Plan Distributions so long to get released? First it was 2/8/18, then 2/15/18, 2/23/18, now its saying 3/1/18.

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13 Replies 5119 Views

13 Replies

5119 Views

. ( OR RATHER irs SAYS I OWE MORE MONEY BECAUSE my SOCIAL SECURITY INCOME WAS FIGURED IN CORRECTLY, hOW DO I GET HELP?

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2 Replies 642 Views

2 Replies

642 Views

My 1099R taxable amount does not include the $822 monthly medical deduction. Can this premium be counted as a medical expense?

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1 Reply 494 Views

1 Reply

494 Views

Why are my taxes the lowest when I contribute 6500 to my IRA & higher when I contribute either 4000 or 12500 I owe more taxes at either amount than the standard 6,500?

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1 Reply 461 Views

1 Reply

461 Views

Does your Federal Tax program allow entry for a QCD that was taken as a part of my RMD

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1 Reply 637 Views

1 Reply

637 Views

Can my wife who is now working as a sole proprietor contribute to my SEP if we file jointly or does she have to have a seperate SEP?

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1 Reply 287 Views

1 Reply

287 Views

I have a question if I should file jointly or separate with my new wife? She paid medical bills this year ($10000) and I got $50000 from my Dad's life insurance.

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1 Reply 326 Views

1 Reply

326 Views

I missed the 60-day role over window from my IRA - now what do I do?

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6 Replies 855 Views

6 Replies

855 Views

Being retired this whole year,can I still claim my grandkids for EITC ..my income is social security and two pensions.they live with me fulltime.

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3 Replies 784 Views

3 Replies

784 Views

Does the social security administration notify irs of taxpayers death?

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3 Replies 1482 Views

3 Replies

1482 Views

I have no income from any employment. All of my income is from state retirement, social security and minimum distributions from investments. Do I need any W-2s?

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2 Replies 471 Views

2 Replies

471 Views

If I live overseas, can I still contribute the allowed maximum to my traditional IRA and my Roth IRA?

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5 Replies 634 Views

5 Replies

634 Views

Is a "2017 Required Minimum Distribution Statement" the same as a 1099-R?

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2 Replies 615 Views

2 Replies

615 Views

If we bought a home in Ohio with cash in July after retirement but moved from NY to Ohio in Dec, how should we file?

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4 Replies 603 Views

4 Replies

603 Views

Do I file ms state tax if I only have pension and ssi benefits?

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3 Replies 1935 Views

3 Replies

1935 Views

We are retired and only have small income, social security and pension payments plus a mandatory 401k withdrawal, can we use the free turbo?

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2 Replies 533 Views

2 Replies

533 Views

My wife and I both had FIT deducted from our social security income. Where can I enter voluntary federal income tax withheld? There's no box on the TurboTax form.

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1 Reply 744 Views

1 Reply

744 Views

Topics with Label: TurboTax Basic Online

In 2017, I got money from my dad's 401k because he died. Does it still count on the question: "Did you receive any distributions from a retirement plan after 2015?

Can't figure out how to properly enter excess ROTH IRA contributions for 2021 into my Turbo Tax

I made an error on my form 5329 - form says the tax was to my husband at the top but the IRA was actually mine. We are married filing jointly so does this matter?

401K loan balance distribution

What are ramifications of default on 401K loan, can’t afford to pay?

I'm trying to submit my 1099r and I can't locate the Federal ID Number on the form. Would it go by a different name like "payer's TIN"?

I thought my social security income doesn't get added if I'm 67years old?

WHERE DO I REPORT MY RETIREMENT INCOME FROM MY PENSION FUND?

Why is my taxable SSA showing up a different amount than whats on my 1099 SSA

Where do I contribute money into my social security for a 1099 I received

For some reason it has my mother's name as a choice for legal parent, but not my wife! How do I correct this in Turbotax?

If I take out contributions or basis from a Roth it isn't taxable, but do I need a special form at tax time to show I took out a contribution?

Should I only list my income as additional income with no 1099 forms if I am a freelancer but I did not do enough work for American companies to get 1099 forms?

Since I entered a 1099-R as a W-2, do I need to correct my tax submission?

"Tell us the value of your Traditional IRA" when the full amount was converted to Roth IRA.

Can i rollover my monthly pesion distribution to a trdational ira to shelter taxable status

I participate in a company sponsored 401k and will have a 2017 taxable income of $109k+. Would a Traditional IRA contribution be tax deductible for me?

What is taking Form 8915, Qualified Hurricane Retirement Plan Distributions so long to get released? First it was 2/8/18, then 2/15/18, 2/23/18, now its saying 3/1/18.

. ( OR RATHER irs SAYS I OWE MORE MONEY BECAUSE my SOCIAL SECURITY INCOME WAS FIGURED IN CORRECTLY, hOW DO I GET HELP?

My 1099R taxable amount does not include the $822 monthly medical deduction. Can this premium be counted as a medical expense?

Why are my taxes the lowest when I contribute 6500 to my IRA & higher when I contribute either 4000 or 12500 I owe more taxes at either amount than the standard 6,500?

Does your Federal Tax program allow entry for a QCD that was taken as a part of my RMD

Can my wife who is now working as a sole proprietor contribute to my SEP if we file jointly or does she have to have a seperate SEP?

I have a question if I should file jointly or separate with my new wife? She paid medical bills this year ($10000) and I got $50000 from my Dad's life insurance.

I missed the 60-day role over window from my IRA - now what do I do?

Being retired this whole year,can I still claim my grandkids for EITC ..my income is social security and two pensions.they live with me fulltime.

Does the social security administration notify irs of taxpayers death?

I have no income from any employment. All of my income is from state retirement, social security and minimum distributions from investments. Do I need any W-2s?

If I live overseas, can I still contribute the allowed maximum to my traditional IRA and my Roth IRA?

Is a "2017 Required Minimum Distribution Statement" the same as a 1099-R?

If we bought a home in Ohio with cash in July after retirement but moved from NY to Ohio in Dec, how should we file?

Do I file ms state tax if I only have pension and ssi benefits?

We are retired and only have small income, social security and pension payments plus a mandatory 401k withdrawal, can we use the free turbo?

My wife and I both had FIT deducted from our social security income. Where can I enter voluntary federal income tax withheld? There's no box on the TurboTax form.

I didn’t get a 1099 but TurboTax keeps asking me to fill one in. I did not have any IRA distributions in 2018. Why can’t I skip this and file?

Is bank account dividend consider taxable?

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Topics with Label: TurboTax Basic Online