Retirement Tax Tips and Answers | TurboTax® Support

Distribution to the beneficiary

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federal pension reduction

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1099R

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How to report 401k cares act withdrawal

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I am a new York state resident and my state pensio...

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Tax Liability

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IRA rollovers

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1099R withdrawal and deposited back within 60 days

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What value do I put for recharacterization of IRA ...

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1099-R

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Which version of turbotax should be used for socia...

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Retirement - benefits - USA/Canada

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Form 8853 p1

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I have two 1099-R forms. One has a taxable amount,...

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How do I tell TurboTax that the 1099-R is for my P...

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IRA Withdrawal

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1098-T and 1099-Q

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Socia Security Entry Point on Turbo Tax Basic has ...

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I dont understand the teachers retirement adjustme...

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How can I see the completed worksheet for taxable ...

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DO 403(b) OR Ohio 457 contributions of more than $...

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Have contributed to Mesp fo three years now but ha...

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How do I report Roth Solo 401K contributions in 20...

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What is the Maximum Pension Exclusion for NJ retur...

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Can a grandparent that is retired claim grandchild...

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Separating from my company and have an outstanding...

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My state refund came back less because of my husba...

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Severance Income: Is there any rule for deferring ...

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Will Turbo Tax Basic handle minimum distributions ...

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1099r distribution code p - do I amend?

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Does a retirement distribution get taxed if I move...

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Do I have to pay PA income tax on Social Security ...

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My income consists of 1099-R and social security s...

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Can I take out money from my IRA in 2018 and decla...

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I prepaid $365.40 for Medicare part a and b in Jun...

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Where do I enter inheritance income that came from...

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My wife has income from trust and the Receipient's...

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Would my retirement contributions to Arkansas Teac...

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I have a capital loss in an annuity and it is not ...

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Do I have to fund my Roth IRA for 2017 before I fi...

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BY REPORTING MY ROLLOVER FROM A 401K TO AN IRA THE...

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I rolled over a traditional Ira to a Roth. Now TT ...

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Hi, I need to have additional taxes withheld next...

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Retired on social security can I fund an IRA

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Where do I enter my Alberta Senior's benefit amoun...

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If I a W2 and two 1099-r one from retirement and o...

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When entering the 1098-T electronic form into my t...

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Annuity income question

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Is the income I received as a utility refund becau...

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If a 1099 has block 1 and 2a values with tax amoun...

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Foreign Pension Lump-Sum Exchange Rate for IRS Rep...

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My wife receives a ssa-1099-sm for 20064.00 with n...

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Can I still get a credit for retirement savings co...

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1099-R form from my church pension fund.

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Why is TurboTax 2017 suddenly asking about my past...

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Which version of turbotax should be used for socia...

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Will "increased income" from a 401K rollover int...

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Social security back pay

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Should line 38 Form 1040A be blank if I had Part B...

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I opted to have my 1099R imported, but it came thr...

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I take 401k dividends as cash to my checking (reti...

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Question about 1099R form

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1099r - I have a 1099r with both my name and my wi...

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Can I avoid being taxed on $25K I received from a...

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I took early withdrawal from pension in NJ but mov...

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Why my wife who an immigrant she been here for 3 y...

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In TT why do my taxes go up by $12 for a $24 1099-...

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Re: the New York State form IT-201, New York Subtr...

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Where to enter info from Form SSS-1099

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Is a distribution from a foreign pension (lump-sum...

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Do I enter securities determined to be valueless? ...

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I received a 1099R for my wife but all funds were ...

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MILITARY PENSION IS CHARGED A MONTHLY FEE WHAT FOR...

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I lived in texas until May 31 and moved to arkansa...

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Since I am 77 years old and my taxable income is l...

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Is tsp considered a qualified retirement plan for ...

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Do I have to report the 1099-b I received? I'm th...

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Should ROTH IRA Computation Limit Worksheet block ...

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1099-R (federal retirement) box 1 gross vs box 2a...

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Can I use the free version with 1099-R military re...

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Are my wife's retirement payments from Germany rep...

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Can we still contribute to a traditional IRA and g...

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I received a Statement of Survivor Annuity Paid-10...

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I did not work in 2017 I have income from Social S...

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Must you file an IRA withdrawal as taxable income ...

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I am a full time resident of Florida but receive r...

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I am retired. did not get any W2 from Social Secur...

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We took a RMD from an inherited Money Market Fund ...

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I made a direct rollover from one Roth IRA to anot...

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The only way I can enter medical deductions is thr...

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Is my social security taxed if I am full retiremen...

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401k withdrawal question

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What does box 19 0n my w-2 wage and tax statement ...

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Do I need to correct my filing ? I received a cor...

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Turbo tax 2018 is asking about RMD. I do NOT have...

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My daughter, who is a full-time student, is receiv...

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LIne 50 - "Did you have any open IRA accounts on 1...

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LIne 50 - "Did you have any open IRA accounts on 1...

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I contributed too much to my 403b due to a company...

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If I didn't contribute enough to my 401K in 2018, ...

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I took my mrd late. I will not be receiving a 1099...

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I just found out that the 1099r was over stated by...

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Why is Turbo Tax asking for a form 5498 when our f...

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I received a 1099 R from utah but live in florida ...

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If my pension distribution payer changed to anothe...

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I retired in March 2018. I receive a small monthl...

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Where can I find the details of the amount in TT o...

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I filed in North Dakota last year, I am now retire...

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Do I enter spouses social security benefits sepera...

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I over-contributed to 401k. Fidelity is working o...

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What if I don't have an SSA-1099 Form?

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IIF have only Soc Sec and retirement plan income, ...

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I cancellation of debt from Citi Bank. They sett...

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I took a 401k loan to pay for my childrens Braces....

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[Duplicate]" State goverment over withdrew from m...

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Box 12b on 1099-r says it cannot be great than gro...

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How do I add a Roth IRA to my tax reporting? I saw...

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Why cant i deduct an IRA contribution?

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Do I report lump sum payments that I inherited aft...

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Can a stepdad claim his stepkids for tax credits i...

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She is 1099 and I'M 1040ez can I do that with turb...

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I can't figure out what is wrong my husband retire...

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Where it says,"What Did You Do With The Money From...

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How do I exclude only part of my foreign income so...

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Did you get my prepaid federal tax from my social ...

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If I opened a Roth IRA with a direct rollover from...

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Do I include all Social Security benefits or a per...

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Hello, Good morning. i have a question about retir...

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Did you inherit the 1099-R from (financial company...

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Does my Granddaughter need to file a return, she h...

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3 Replies 286 Views

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I think I have entered income wrong. Income went ...

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Box 2a in Dividends and distributons on Harbor Fu...

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If I over contributed to a ROTH 401K in 2018 and g...

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I worked for the state of oregon as a military sec...

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In 2018, will social security and California state...

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Looking for 2 questions in the program:1. where i...

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Efile not working as I have 401K over contribution...

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Does a direct rollover from a ESOP retirement plan...

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Can my 1099-R for Minister's Pension be tax free? ...

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I had my RMD sent to charity. Turbo Tax is not ask...

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Social Security Number already in use and not allo...

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1 Reply 1654 Views

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Maryland State Retirement Agency W-2 does not matc...

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Mistakenly entered withheld tax amount. Entered Me...

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Do I have to input a $51 1099R that I received fro...

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Will I need to pay taxes on an inheritance from my...

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I withdrew funds from IRA in January of 2016, whil...

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If I am 60 do I have to pay additional tax on mone...

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When my 401K contribution is too much does Turbo T...

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I have 2016 Basic TurboTax and I can't attach my S...

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When completing a final return on Form 1040, what ...

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