Retirement Tax Tips and Answers | TurboTax® Support

If I paid taxes when I made a withdrawal from my 401k, why am I paying taxes on it again while completing my return?

by on Latest post on by

9 Replies 35220 Views

9 Replies

35220 Views

Can I go to 1099R ? To report distribution.

by on Latest post on by

1 Reply 3015 Views

1 Reply

3015 Views

Where do I find my Roth and traditional balances for 22/31/2023?

by on Latest post on by

1 Reply 956 Views

1 Reply

956 Views

TurboTax lists a 1099 NEC a 1099 K and a 1099 MISC what do I put if mine just says 1099

by on Latest post on by

2 Replies 1174 Views

2 Replies

1174 Views

Where do I enter Federal Income. Tax withheld from SSA?

by on Latest post on by

1 Reply 954 Views

1 Reply

954 Views

How do i fix the box that says “ Line 1b(2)”?

by on

0 Replies 408 Views

0 Replies

408 Views

How can I view the forms I used for my income entries (W-2, 1099, etc)?

by on Latest post on by

2 Replies 820 Views

2 Replies

820 Views

I put my social wrong

by on Latest post on by

2 Replies 505 Views

2 Replies

505 Views

If I changed occupations during the tax year, should I use the one I was in on Jan. 1, 2023, the one I was in the longest, or the one I was in on Dec. 31, 2023?

by on Latest post on by

2 Replies 777 Views

2 Replies

777 Views

My 1099-R distribution amount is the same as my contribution amount and should be tax-free. where do I enter the tax-free amount?

by on Latest post on by

1 Reply 386 Views

1 Reply

386 Views

My pension plan is from a school district, is that a public pension or private?

by on Latest post on by

1 Reply 331 Views

1 Reply

331 Views

have lifetime joint survivor nonqualified annuity. Began getting 10,500 this year. Invested 100,000 in 2011. Pub 575:invested costs are recovered. does turbo calculate?

by on Latest post on by

1 Reply 1028 Views

1 Reply

1028 Views

I can't find where to enter IRA contributions. I followed instructions to type it in search bar but there is no "Jump to" option.

by on Latest post on by

2 Replies 599 Views

2 Replies

599 Views

When I am entering reasons for withdrawing from my 401k, do I need to put the amount of money I spent?

by on Latest post on by

3 Replies 628 Views

3 Replies

628 Views

If my employer also contributes to my 401k, can I use the combined amount of my own & my employer on my tax return or only the amount that i personally contribute?

by on Latest post on by

2 Replies 805 Views

2 Replies

805 Views

Can I expect to receive a statement for my 2023 ss retirement totals?

by on Latest post on by

2 Replies 785 Views

2 Replies

785 Views

If I had taxes taken out throughout 2020 on my unemployment, also put it on my taxes, will I get any of the money that was taken throughout 2020 in taxes?

by on Latest post on by

1 Reply 357 Views

1 Reply

357 Views

Expert does your taxes

Do it yourself

Resources

Support

Topics with Label: TurboTax Credit Karma DIY Free

If I paid taxes when I made a withdrawal from my 401k, why am I paying taxes on it again while completing my return?

Can I go to 1099R ? To report distribution.

Where do I find my Roth and traditional balances for 22/31/2023?

TurboTax lists a 1099 NEC a 1099 K and a 1099 MISC what do I put if mine just says 1099

Where do I enter Federal Income. Tax withheld from SSA?

How do i fix the box that says “ Line 1b(2)”?

How can I view the forms I used for my income entries (W-2, 1099, etc)?

I put my social wrong

If I changed occupations during the tax year, should I use the one I was in on Jan. 1, 2023, the one I was in the longest, or the one I was in on Dec. 31, 2023?

My 1099-R distribution amount is the same as my contribution amount and should be tax-free. where do I enter the tax-free amount?

My pension plan is from a school district, is that a public pension or private?

have lifetime joint survivor nonqualified annuity. Began getting 10,500 this year. Invested 100,000 in 2011. Pub 575:invested costs are recovered. does turbo calculate?

I can't find where to enter IRA contributions. I followed instructions to type it in search bar but there is no "Jump to" option.

When I am entering reasons for withdrawing from my 401k, do I need to put the amount of money I spent?

If my employer also contributes to my 401k, can I use the combined amount of my own & my employer on my tax return or only the amount that i personally contribute?

Can I expect to receive a statement for my 2023 ss retirement totals?

If I had taxes taken out throughout 2020 on my unemployment, also put it on my taxes, will I get any of the money that was taken throughout 2020 in taxes?

How do I enter 1099-R income for military retirement income? There are no options for military retirement.

When i have severeal 1099r do i enter the cents or round them off?

What do I enter in box 16 ? Am retired Federal and did not work in 2020.

Do you have a TurboTax Online account?

Topics with Label: TurboTax Credit Karma DIY Free