Retirement Tax Tips and Answers | TurboTax® Support

Can I withdrawl funds early from my Roth IRA without fees and taxes if funding a first time home purchase? If so how much?

by on Latest post on by

6 Replies 1092 Views

6 Replies

1092 Views

Will I have to pay my ACA subsidy back since I liquidated my Roth IRA in 2017? It puts me over the limit for subsidy.

by on Latest post on by

1 Reply 683 Views

1 Reply

683 Views

How do you enter Canadian And Quebec pension benefits

by on Latest post on by

1 Reply 714 Views

1 Reply

714 Views

I received 2018 1040 es after filing my 2017 tax return, I did withdraw from my 401k, could this be the reason behind me having to pre-pay taxes for 2018?

by on Latest post on by

1 Reply 428 Views

1 Reply

428 Views

I have a 1099R for a Roth IRA distribution I inherited and Is coded T as exempt from taxation so why is Turbo Tax counting it as income and my tax due increases?

by on Latest post on by

1 Reply 722 Views

1 Reply

722 Views

Lump sum SSA distribution allocation

by on Latest post on by

1 Reply 529 Views

1 Reply

529 Views

How do I indicate it is my spouse’s 1099R form that I’m entering?

by on Latest post on by

3 Replies 710 Views

3 Replies

710 Views

Do I need to file a 1099r if I did not remove any money from my 401k?

by on Latest post on by

1 Reply 1357 Views

1 Reply

1357 Views

Does it takes longer after you file to recreceive your taxes if you owe a debt to the IRS?

by on Latest post on by

1 Reply 482 Views

1 Reply

482 Views

I have withdrawn $400,000 from my IRA this year, how much tax do i need to have pay on this money? Both for federal and WI state?

by on Latest post on by

1 Reply 1880 Views

1 Reply

1880 Views

If I withdraw $20,000 from my Roth IRA in 2017 will this be considered to be income when I file my taxes?

by on Latest post on by

1 Reply 832 Views

1 Reply

832 Views

I think the total tax withheld as shown on my 1099-R is different than the amount shown on my return. How do I edit it?

by on Latest post on by

1 Reply 429 Views

1 Reply

429 Views

I turned 70 1/2 Jan 8, 2015. Reported entire IRA dist’n as RMD in both ‘15 and ‘16. How to correct? How will it change my tax burden for those two years?

by on Latest post on by

1 Reply 444 Views

1 Reply

444 Views

Is Coverdale contributions tax deductible on federal or state

by on Latest post on by

1 Reply 1769 Views

1 Reply

1769 Views

I just received a form 1099r from my bank and I just filed my taxes what do I do

by on Latest post on by

1 Reply 699 Views

1 Reply

699 Views

I received a check for a Net Settlement Fund in Apple REIT Ten-no other forms. The Apple Reit was in my IRA. Is this taxable And, if so, how do I report it?

by on Latest post on by

5 Replies 1423 Views

5 Replies

1423 Views

Will our taxes be any lower if my 62 year old wife takes $6500 from her 401k and puts it in her IRA acct, then takes that $6500 out of the IRA and pays down our mortgage?

by on Latest post on by

3 Replies 760 Views

3 Replies

760 Views

If I sold a mutual fund in my USAA Roth IRA, and the money never left the account, and then bought a different mutual fund, will I still be receiving a form 1099-B?

by on Latest post on by

2 Replies 640 Views

2 Replies

640 Views

Does Roth IRA count as retirement contributions

by on Latest post on by

1 Reply 619 Views

1 Reply

619 Views

If our State tax form says we are deceased, why does it? I had requested to have the Federal return withdrawn from my account on the 14th not paid with payment vouchers.

by on Latest post on by

3 Replies 658 Views

3 Replies

658 Views

I receive a monthly military retirement, which is not considered income but annuity, and just got approved for SSA Disability payments, will that be taxed?

by on Latest post on by

1 Reply 470 Views

1 Reply

470 Views

Regarding 1099-R, I'm being asked if I rolled funds from 401k to a designated Roth 401k or Roth 403b plan? I rolled from my 401k into a 457 plan so how do I answer?

by on Latest post on by

2 Replies 462 Views

2 Replies

462 Views

What happens if I filed my taxes without inputting my 1099 tax form?

by on Latest post on by

1 Reply 463 Views

1 Reply

463 Views

Can I use turbo tax to complete form 8606 for a previous year?

by on Latest post on by

1 Reply 422 Views

1 Reply

422 Views

Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.

Expert does your taxes

Do it yourself

Resources

Support

Topics with Label: TurboTax Deluxe iPad

Can I withdrawl funds early from my Roth IRA without fees and taxes if funding a first time home purchase? If so how much?

Will I have to pay my ACA subsidy back since I liquidated my Roth IRA in 2017? It puts me over the limit for subsidy.

How do you enter Canadian And Quebec pension benefits

I received 2018 1040 es after filing my 2017 tax return, I did withdraw from my 401k, could this be the reason behind me having to pre-pay taxes for 2018?

I have a 1099R for a Roth IRA distribution I inherited and Is coded T as exempt from taxation so why is Turbo Tax counting it as income and my tax due increases?

Lump sum SSA distribution allocation

How do I indicate it is my spouse’s 1099R form that I’m entering?

Do I need to file a 1099r if I did not remove any money from my 401k?

Does it takes longer after you file to recreceive your taxes if you owe a debt to the IRS?

I have withdrawn $400,000 from my IRA this year, how much tax do i need to have pay on this money? Both for federal and WI state?

If I withdraw $20,000 from my Roth IRA in 2017 will this be considered to be income when I file my taxes?

I think the total tax withheld as shown on my 1099-R is different than the amount shown on my return. How do I edit it?

I turned 70 1/2 Jan 8, 2015. Reported entire IRA dist’n as RMD in both ‘15 and ‘16. How to correct? How will it change my tax burden for those two years?

Is Coverdale contributions tax deductible on federal or state

I just received a form 1099r from my bank and I just filed my taxes what do I do

I received a check for a Net Settlement Fund in Apple REIT Ten-no other forms. The Apple Reit was in my IRA. Is this taxable And, if so, how do I report it?

Will our taxes be any lower if my 62 year old wife takes $6500 from her 401k and puts it in her IRA acct, then takes that $6500 out of the IRA and pays down our mortgage?

If I sold a mutual fund in my USAA Roth IRA, and the money never left the account, and then bought a different mutual fund, will I still be receiving a form 1099-B?

Does Roth IRA count as retirement contributions

If our State tax form says we are deceased, why does it? I had requested to have the Federal return withdrawn from my account on the 14th not paid with payment vouchers.

I receive a monthly military retirement, which is not considered income but annuity, and just got approved for SSA Disability payments, will that be taxed?

Regarding 1099-R, I'm being asked if I rolled funds from 401k to a designated Roth 401k or Roth 403b plan? I rolled from my 401k into a 457 plan so how do I answer?

What happens if I filed my taxes without inputting my 1099 tax form?

Can I use turbo tax to complete form 8606 for a previous year?

Do you have a TurboTax Online account?

Topics with Label: TurboTax Deluxe iPad