Retirement Tax Tips and Answers | TurboTax® Support

Early Withdrawal from Roth IRA Older than 5 Years ...

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Reporting Roth Contribution

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Salon Te’ Elle Ce’s EIN Number

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How do i enter IRA Rollover Form 5498

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When to file form 5329 for missed 2016 RMD?

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Simple Trust distribution to beneficiaries. Turbo...

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Why is the distribution for estate trust not showi...

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Cant e-file my taxes because of disaster distribut...

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Estate Income Tax 1041 - Estate Income generates K...

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1099 R for inherited 401K?

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1099R on Estate Return

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How to enter 1099r income for a 1041 estate return...

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How do i enter a 1099r in turbotax business

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1099-R code B2 error

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TurboTax 2020 Error: Doesn't Properly Handle 1099R...

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Is an income distribution deduction required on a ...

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401k Nonelective Contributions (profit sharing) as...

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Are Health insurance premiums and SEP IRA contribu...

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how rollover IRA impact my back door to Roth

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6 Replies 442 Views

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Should I request a corrected 1099-R with a code M1...

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How to deal with rounding differences between Turb...

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Why won't TurboTax fill in a value for Form 1041 l...

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Inherited IRA was moved to a trust and then to the...

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Teacher retirement income from KS/OK/TX, now resid...

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Double-taxed Nondeductible RMDs from Estate IRA

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Inherited IRA trust

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4 Replies 475 Views

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475 Views

Entering 1099 R for a Trust

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10 Replies 1769 Views

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S-Corp Employer 401(k) Contribution

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3 Replies 475 Views

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475 Views

I am using Business version for trusts and estates...

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2 Replies 351 Views

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351 Views

Retrive 1099 Quick Employer Forms Online from 2016...

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Monthly pension payment received after date of dea...

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Does a "real estate professional" over 200k qualif...

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Complex Trust - Sec 663b Record Keeping

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Can I claim the taxes paid on form 990-T on my for...

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Contribution to a traditional IRA then immediately...

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How do I categorize 401k deductions on my business...

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I borrowed some money to a friends business, do i ...

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What amount do I enter in the amount distributed t...

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IRA withdrawals while unemployed age 59 but taken ...

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299 Views

Don't understand persistent shareholders distribut...

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2 Replies 604 Views

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604 Views

How to determied payroll taxes: are the sum of all...

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I live in California. I get retirement and social ...

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How may I correct a wrongly reported non-dividend ...

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Should payroll taxes be listed in the 1120-S p1-2 ...

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Does a business list 401k contributions as retirem...

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Do we have to pay a 10% penalty? My wife turned 5...

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I am 76 and have taken my RMD for 2017. Is there ...

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2 Replies 328 Views

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Q: W2 box 11 is blank, is this a deferral or dist...

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How do I avoid paying a penalty on an $185,000 Rot...

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5 Replies 798 Views

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This is the second time to ask this question regar...

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I'm the executor of an estate and received a 1099-...

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How do I make TT report a corpus distribution from...

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How do you get a distribution from a trust that ex...

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Do I report a 1099-R for an inheirited non-spousal...

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2 Replies 1085 Views

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Can and how do I roll-over all 2015 data to year 2...

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If I didn't receive a 1099-C should I still claim ...

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Earnings reported on 1099-Q (box2) are being treat...

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4 Replies 735 Views

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Can my son avoid part of the penalty for cashing i...

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Turbo Tax 2015 Business - Form 1041 How Much Was D...

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One member of the LLC is a trust using member's so...

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My mom died in Dec '15. Distributions were made fr...

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Our son has Military retirement/VA disability pay ...

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My wife is a realtor and recevied a 1099 what from...

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In California, does the $800 annual tax payment, d...

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Where do I find trust (irrevocable and complex) di...

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7 Replies 774 Views

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774 Views

" "Deceased mother's trust received 1099R but need...

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Why does my 1099-R not show insurance premiums tha...

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Where do i enter my 1099r RMD for 1041 form, trust...

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2 Replies 519 Views

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Is TurboTax QBI deduction incorrect for sole propr...

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I finished my federal tax however turbo tax added ...

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Are financial advisor fees that are shown on a 109...

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Can I deduct repayments to my retirement account f...

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Will turbotax allow a "what if" scenario for deter...

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I received a 1099r for a distribution from an insu...

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8 Replies 1339 Views

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I received a 1099-misc for a life insurance benefi...

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371 Views

Rdm does not match1099-r

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296 Views

Turbo tax is now showing that distributions from a...

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197 Views

Is there a limit to rollover amount from solo 401K...

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6 Replies 3229 Views

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Is the allowable $32,000 if married filing jointly...

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426 Views

How do I find the lump sum payment for social secu...

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5 Replies 762 Views

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762 Views

If a beneficiary is not named for an IRA or an Ann...

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4 Replies 2745 Views

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Do I include the distributions listed on the K-1s ...

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Do you report employer contribution to a self empl...

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Can I deduct IRA contributions if I am self-employ...

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2 Replies 515 Views

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Where does member contribution show on tax return ...

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2 Replies 1407 Views

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Ira contribution prior year. IRA contribution made...

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1 Reply 222 Views

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222 Views

Depreciation reduces my taxable income I know. But...

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1 Reply 272 Views

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272 Views

$3742 SHOWING UP IN "OTHER INCOME TAXES". WHEN I G...

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Is there a total amount that can be in a roth ira?...

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Is there a reason line 4a on the tax return would ...

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Does the Q on 1099-R about what did I do with the ...

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2 Replies 222 Views

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222 Views

I contribute to a Roth 403b with AFTER tax dollars...

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I withdrew from IRA's and reinvested the majority ...

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240 Views

I'm considering rolling a traditional IRA to a Rot...

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7 Replies 557 Views

7 Replies

557 Views

I dont have this Retirement Savings Contribution C...

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2 Replies 475 Views

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475 Views

How to report 1099R income received by a special n...

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If an investment owned by an estate is split betwe...

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1 Reply 171 Views

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171 Views

I try to enter my 1099-G State Refund amount but g...

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8 Replies 676 Views

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676 Views

Where can I find blank form 1099-S? [removed]

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1 Reply 356 Views

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356 Views

S corporation that only made shareholder's distrib...

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1 Reply 1004 Views

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1004 Views

My son got 1099 for $1170 does he have to file tax...

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4 Replies 350 Views

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350 Views

I received 2 1099s for withdrawal from my IRA acco...

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1099R isn't reflecting amount I returned/rolled ov...

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5 Replies 525 Views

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525 Views

What is the difference between 1st & 2nd tier ...

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My sister took a distribution from our trust. I d...

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215 Views

Last date in 2018 to make a distribution from a tr...

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448 Views

Can you explain why the program will not keep the ...

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309 Views

Amount distributed is more than trust accounting i...

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5 Replies 3275 Views

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Is a 2018 1099 miscellaneous income, 2019 income, ...

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300 Views

Are stocks transferred to the heirs considered a d...

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250 Views

If I was appointed Successor Trustee of my decease...

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577 Views

Should I show the distribution of $6000 in 2016 ta...

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3 Replies 450 Views

3 Replies

450 Views

How to: Report the following payroll-related expen...

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283 Views

I have a 529 for my grandson. When I record the in...

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251 Views

Three Form 1099

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347 Views

Foreign retirement income with no 1099-r what do i...

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1 Reply 683 Views

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683 Views

1099 Form Late. Haven't sent Form 1009 to my chil...

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3 Replies 352 Views

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352 Views

Am I required to claim someone as a dependent if o...

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179 Views

I'm filing a family trust (both orig Trustees have...

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259 Views

I started a pension plan for my llc-where do I cla...

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1 Reply 327 Views

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327 Views

How do I list deceased parent's former revocable g...

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1508 Views

2 person LLC partnership. I am an active member, m...

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2 Replies 1035 Views

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1035 Views

Filing estate income tax in tubro tax business. I...

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2 Replies 467 Views

2 Replies

467 Views

Do you have to pay taxes on a loan from your retir...

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212 Views

Is accumulated post-tax testamentary trust income ...

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1 Reply 366 Views

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366 Views

Understanding Maximum 401k Contributions

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539 Views

Why does form 1099-R summary show double the amoun...

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204 Views

I was told that I could deduct my contributions to...

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188 Views

Need to file 1099 for us citizen living overseas. ...

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1 Reply 2126 Views

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2126 Views

Do I need to supply my social security number as t...

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I am taking life expectancy payments from my TSP a...

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6 Replies 554 Views

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554 Views

IRS publication 525 advised e a military disabilit...

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2 Replies 2870 Views

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2870 Views

I recied a 1099 for tax year 2015 in 2019 can I fi...

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1 Reply 287 Views

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287 Views

Is there a way to include distribution of principl...

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1036 Views

Is 1099R zip lookup correct keeps saying it is not...

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208 Views

Retirement Plan at Work

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4 Replies 453 Views

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453 Views

My son 18-yr-old student and has no income; a depe...

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2 Replies 213 Views

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213 Views

I entered the distribution from the 1099-R in Busi...

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2 Replies 342 Views

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342 Views

Why is turbo tax defining the contribution limit t...

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2 Replies 430 Views

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430 Views

There is a pre-tax public employee retirement dedu...

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1 Reply 182 Views

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182 Views

If my 1099 doesn't detail anything on the state se...

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1 Reply 227 Views

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227 Views

Mother passed 10/17. Normal 1040 done for 2017. Pr...

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2 Replies 281 Views

2 Replies

281 Views

Because I have a pension TurboTax is not letting m...

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1 Reply 197 Views

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197 Views

Should I list the remainder beneficiaries in addit...

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1 Reply 240 Views

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240 Views

If my 1099 efilings have been submitted but not ac...

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1 Reply 265 Views

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265 Views

I need to know what address to mail the Arizona So...

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274 Views

On a C Corp form are social security contributions...

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1 Reply 203 Views

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203 Views

Do I need to create a W2c / W3c Correction if the ...

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What form do you use to report equal withdrawals f...

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SS for deceased mother, received by daughter with ...

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