Retirement Tax Tips and Answers | TurboTax® Support

12C letter if you included qual'd disaster relief contri' in the total amount on schedule A, line 11 identify the qualified contribution amount in your response? no form!

by on Latest post on by

6 Replies 2157 Views

6 Replies

2157 Views

I am retired from a NYS SUNY institution with TIAA-CREF. My pension is NYS tax free, correct?

by on Latest post on by

4 Replies 5331 Views

4 Replies

5331 Views

If a form asks me for my parent's social security number, but they don't have one, what should I do?

by on Latest post on by

4 Replies 5556 Views

4 Replies

5556 Views

Why does a total distribution on a 1099R-Code "G" (Direct Rollover) show up as "income" when I complete income section?

by on Latest post on by

3 Replies 1852 Views

3 Replies

1852 Views

If I listed my 401k as traditional by mistake on my worksheet, combined with Roth and paid a penalty, do I have to file amended or just file correctly next year?

by on Latest post on by

1 Reply 1196 Views

1 Reply

1196 Views

If covered by an empy'r plan for only 1/2 yr(old job) & rolled over to IRA, can full amount to T-IRA be contributed for deduction? If no, how to calc what to contribute?

by on Latest post on by

3 Replies 1828 Views

3 Replies

1828 Views

If my ssa 1099 doesnt get taxed will i get anything back for the dependants i have??

by on Latest post on by

1 Reply 1012 Views

1 Reply

1012 Views

I'm 86 and still working full time and contributing to my employer 401k. Do I have to take an RMD?

by on Latest post on by

2 Replies 1736 Views

2 Replies

1736 Views

Under Dependent Relative Intuit states that SSA Benefits are not included in the Gross Income calculation. The IRS worksheet include SS as taxable income. Which is it?

by on Latest post on by

1 Reply 1227 Views

1 Reply

1227 Views

What if someone used my kids social security numbers will i still get my return how do I fix this

by on Latest post on by

1 Reply 1048 Views

1 Reply

1048 Views

Received a 1099-R for a withdrawal of 165000 but 150000 was for an IRA roll over. How do I put that in Turbo Tax

by on Latest post on by

1 Reply 886 Views

1 Reply

886 Views

Can I claim a rollover for 2018 on my Tax form if the rollover occurs tomorrow, 3/15/19?

by on Latest post on by

1 Reply 1179 Views

1 Reply

1179 Views

I withdrew $ 2,000 from a Roth IRA that was 10 years old.How do I enter this information into turbotax?

by on Latest post on by

1 Reply 948 Views

1 Reply

948 Views

Do I have to mention when I file my taxes that I withdraw from my 401k the prior year?

by on Latest post on by

1 Reply 1248 Views

1 Reply

1248 Views

I rec'd a lump sum retroactive disability pension payment in 2018 for 2017 pension funds - Can I amend my 2017 tax return to include the retroactive lump sum payment?

by on Latest post on by

3 Replies 2133 Views

3 Replies

2133 Views

Is it better to fax or mail the additional information the irs has requested from me regarding my return as far as speed and efficiency?

by on Latest post on by

2 Replies 3690 Views

2 Replies

3690 Views

Why are 1099c allowed to be late or never sent to the debtee? Is there no recourse for liability of unknown income?

by on Latest post on by

1 Reply 984 Views

1 Reply

984 Views

Why enter lump sum ssa from 2007 on 2017 1040. I reported and paid the taxes for ssa lump sum 2007 on 2007 tax form

by on Latest post on by

2 Replies 1295 Views

2 Replies

1295 Views

We received back payment in Nov. 2016 from Soc. Security for my son. The SSA1099 for 2016 and 2017 did not reflect this one time pymt. Does that mean it is not taxable?

by on Latest post on by

1 Reply 1126 Views

1 Reply

1126 Views

Does a retired nyc teacher living in new jersey whose only source of new york state income is a pension from the city have to file a new York state return?

by on Latest post on by

1 Reply 1614 Views

1 Reply

1614 Views

When do I receive my ssa1099 social security benefits statement

by on Latest post on by

2 Replies 1504 Views

2 Replies

1504 Views

Where to report my IRA contribution and am i eligible for dudcted the amount if i made 220k in 2018!cal I convert trad ira to ROth ira?

by on Latest post on by

6 Replies 2001 Views

6 Replies

2001 Views

I withdrew from my 401k and I didn't work the whole year therefore I don't have w2's to file. Do I need to file taxes?

by on Latest post on by

1 Reply 1081 Views

1 Reply

1081 Views

Hi guys I recently resigned from my job and I'm wondering about withdrawing from my 401k how does that impact my tax bracket?

by on Latest post on by

3 Replies 1302 Views

3 Replies

1302 Views

Should I enter a K form from an investment in my traditional IRA in my tax return? If so where?

by on Latest post on by

1 Reply 1129 Views

1 Reply

1129 Views

I'm over 50. Why didn't it recognize that I could put $7000 into an IRA?

by on Latest post on by

1 Reply 877 Views

1 Reply

877 Views

How do I delete a 1099-c in TurboTax mobile?

by on Latest post on by

1 Reply 1244 Views

1 Reply

1244 Views

Would contributing $13,000 to a traditional IRA make a difference in us paying, as opposed to a refund?

by on Latest post on by

3 Replies 1313 Views

3 Replies

1313 Views

I received a capital credit retirement check from my rural cooperative; where do I enter it?

by on Latest post on by

1 Reply 1275 Views

1 Reply

1275 Views

Csa 1099R box 5 says none. Later, TurboTax asks how much of 0 was for health insurance. I put $1,916.88. Will this be calculated correctly?

by on Latest post on by

1 Reply 1680 Views

1 Reply

1680 Views

How much will be taken out of my taxes for a 1099R form if I paid taxes on it at the time of withdrawal?

by on Latest post on by

6 Replies 1999 Views

6 Replies

1999 Views

I dont have a 1099 form and it wont let me finish up filing without entering "players information". I went back to the section that says 1099, and I never claimed anythin

by on Latest post on by

1 Reply 949 Views

1 Reply

949 Views

How ,where and what kind of account do i need to open for me to plan for retirement since my job has no 401k

by on Latest post on by

2 Replies 1001 Views

2 Replies

1001 Views

Which income amount do I use to determine my ROTH contribution? Box 1 or Box 3 on my W2?

by on Latest post on by

1 Reply 984 Views

1 Reply

984 Views

If my mother puts her house in my name and has a life estate (she can live there until she dies) is it taxable to me?

by on Latest post on by

1 Reply 844 Views

1 Reply

844 Views

Hi I have filled out my 1099-R and the program puts in a medical deduction which is not on my 1099-r

by on Latest post on by

1 Reply 773 Views

1 Reply

773 Views

Box 12 doesn't have my opinion which is D 17

by on Latest post on by

1 Reply 1281 Views

1 Reply

1281 Views

I roled over a 401k to a traditional ira in february and then withdrew from thatira in december. Why is it showing total of bothas retirement income

by on Latest post on by

1 Reply 1058 Views

1 Reply

1058 Views

I have 2 1099-R. One removing $12k from old 401k. Other accepting that $ into roth ira. One had $12k taxable, the other $0 taxable. Problem:my 1099 total is 24k, that OK?

by on Latest post on by

1 Reply 1074 Views

1 Reply

1074 Views

Does contributing to an IRA take away the money I get from my refund? I don't understand how the IRA works.

by on Latest post on by

1 Reply 924 Views

1 Reply

924 Views

How to remove a 1099 from my files

by on Latest post on by

1 Reply 953 Views

1 Reply

953 Views

Do i have to put my wifes income in when filling joint when she made under the minimum income requirements?

by on Latest post on by

1 Reply 984 Views

1 Reply

984 Views

I am a disabled unemployable veteran. The Dept of Ed cancelled my student loan because I am 100% disabled and unemployable. Do I have to report the debt as income?

by on Latest post on by

1 Reply 1560 Views

1 Reply

1560 Views

I am pulling out my teachers retirement early from texas it is about 8900. how much I will be taxed? Also can it wait before being taxed the 20% federal withholding?

by on Latest post on by

2 Replies 14572 Views

2 Replies

14572 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Deluxe Android