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!

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

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

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

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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?

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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?

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

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

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1993 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?

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

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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

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

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

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

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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?

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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?

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

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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

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2 Replies 1573 Views

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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?

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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?

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When do I receive my ssa1099 social security benefits statement

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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?

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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?

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

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

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

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

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

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

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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?

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

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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

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

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

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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?

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

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

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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

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1280 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?

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

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How to remove a 1099 from my files

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

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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?

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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?

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