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?

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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.

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How do you enter Canadian And Quebec pension benefits

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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?

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Lump sum SSA distribution allocation

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

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

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

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I have withdrawn $400,000 from my IRA this year, how much tax do i need to have pay on this money?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?

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

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1614 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?

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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?

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Is Coverdale contributions tax deductible on federal or state

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

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2058 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?

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5 Replies 3317 Views

5 Replies

3317 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?

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3 Replies 1744 Views

3 Replies

1744 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.

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3 Replies 1643 Views

3 Replies

1643 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?

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1 Reply 1600 Views

1 Reply

1600 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?

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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?

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 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