Retirement Tax Tips and Answers | TurboTax® Support

Employment Selection

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Adjustments to GA income due to Alabama state retirement (nonresident)

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3254 Views

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 2699 Views

5 Replies

2699 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 829 Views

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829 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 3156 Views

6 Replies

3156 Views

401K loan balance distribution

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4 Replies 2174 Views

4 Replies

2174 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 4813 Views

7 Replies

4813 Views

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

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3 Replies 2273 Views

3 Replies

2273 Views

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

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3 Replies 1496 Views

3 Replies

1496 Views

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

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5 Replies 16431 Views

5 Replies

16431 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 1248 Views

1 Reply

1248 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 1238 Views

1 Reply

1238 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 1463 Views

1 Reply

1463 Views

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

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3 Replies 5413 Views

3 Replies

5413 Views

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

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3 Replies 3576 Views

3 Replies

3576 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 1740 Views

3 Replies

1740 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 8687 Views

13 Replies

8687 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 1519 Views

2 Replies

1519 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 1211 Views

1 Reply

1211 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 1441 Views

1 Reply

1441 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 1080 Views

1 Reply

1080 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 1139 Views

1 Reply

1139 Views

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

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6 Replies 2615 Views

6 Replies

2615 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 2036 Views

3 Replies

2036 Views

Does the social security administration notify irs of taxpayers death?

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3 Replies 3365 Views

3 Replies

3365 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 1543 Views

2 Replies

1543 Views

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

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2 Replies 1657 Views

2 Replies

1657 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 1916 Views

4 Replies

1916 Views

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

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3 Replies 4612 Views

3 Replies

4612 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 1598 Views

1 Reply

1598 Views

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Topics with Label: TurboTax Basic Online

Employment Selection

Adjustments to GA income due to Alabama state retirement (nonresident)

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

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?

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

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?

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?

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?

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?

Do you have a TurboTax Online account?

Topics with Label: TurboTax Basic Online