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 2753 Views

6 Replies

2753 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 6858 Views

4 Replies

6858 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 6816 Views

4 Replies

6816 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 2365 Views

3 Replies

2365 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 1479 Views

1 Reply

1479 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 2281 Views

3 Replies

2281 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 1236 Views

1 Reply

1236 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 2198 Views

2 Replies

2198 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 1496 Views

1 Reply

1496 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 1335 Views

1 Reply

1335 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 1128 Views

1 Reply

1128 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 1437 Views

1 Reply

1437 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 1199 Views

1 Reply

1199 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 1610 Views

1 Reply

1610 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 2653 Views

3 Replies

2653 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 4296 Views

2 Replies

4296 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 1295 Views

1 Reply

1295 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 1692 Views

2 Replies

1692 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 1612 Views

1 Reply

1612 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 1999 Views

1 Reply

1999 Views

When do I receive my ssa1099 social security benefits statement

by on Latest post on by

2 Replies 1934 Views

2 Replies

1934 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 2691 Views

6 Replies

2691 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 1492 Views

1 Reply

1492 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 1829 Views

3 Replies

1829 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 1503 Views

1 Reply

1503 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 1773 Views

1 Reply

1773 Views

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

by on Latest post on by

1 Reply 1661 Views

1 Reply

1661 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 1892 Views

3 Replies

1892 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 1911 Views

1 Reply

1911 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 2315 Views

1 Reply

2315 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 2852 Views

6 Replies

2852 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 1231 Views

1 Reply

1231 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 1436 Views

2 Replies

1436 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 1283 Views

1 Reply

1283 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 1092 Views

1 Reply

1092 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 956 Views

1 Reply

956 Views

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

by on Latest post on by

1 Reply 1595 Views

1 Reply

1595 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 1481 Views

1 Reply

1481 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 1351 Views

1 Reply

1351 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 1165 Views

1 Reply

1165 Views

How to remove a 1099 from my files

by on Latest post on by

1 Reply 1280 Views

1 Reply

1280 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 1271 Views

1 Reply

1271 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 1805 Views

1 Reply

1805 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 18334 Views

2 Replies

18334 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Deluxe Android