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 2736 Views

6 Replies

2736 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 6813 Views

4 Replies

6813 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 6754 Views

4 Replies

6754 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 2354 Views

3 Replies

2354 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 1472 Views

1 Reply

1472 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 2275 Views

3 Replies

2275 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 1234 Views

1 Reply

1234 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 2190 Views

2 Replies

2190 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 1487 Views

1 Reply

1487 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 1334 Views

1 Reply

1334 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 1434 Views

1 Reply

1434 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 1191 Views

1 Reply

1191 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 1607 Views

1 Reply

1607 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 2635 Views

3 Replies

2635 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 4283 Views

2 Replies

4283 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 1285 Views

1 Reply

1285 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 1683 Views

2 Replies

1683 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 1606 Views

1 Reply

1606 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 1995 Views

1 Reply

1995 Views

When do I receive my ssa1099 social security benefits statement

by on Latest post on by

2 Replies 1917 Views

2 Replies

1917 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 2675 Views

6 Replies

2675 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 1480 Views

1 Reply

1480 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 1822 Views

3 Replies

1822 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 1498 Views

1 Reply

1498 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 1767 Views

1 Reply

1767 Views

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

by on Latest post on by

1 Reply 1647 Views

1 Reply

1647 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 1872 Views

3 Replies

1872 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 1908 Views

1 Reply

1908 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 2302 Views

1 Reply

2302 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 2826 Views

6 Replies

2826 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 1229 Views

1 Reply

1229 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 1431 Views

2 Replies

1431 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 1277 Views

1 Reply

1277 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 1081 Views

1 Reply

1081 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 954 Views

1 Reply

954 Views

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

by on Latest post on by

1 Reply 1589 Views

1 Reply

1589 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 1480 Views

1 Reply

1480 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 1342 Views

1 Reply

1342 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 1155 Views

1 Reply

1155 Views

How to remove a 1099 from my files

by on Latest post on by

1 Reply 1270 Views

1 Reply

1270 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 1264 Views

1 Reply

1264 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 1798 Views

1 Reply

1798 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 18257 Views

2 Replies

18257 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Deluxe Android