Retirement Tax Tips and Answers | TurboTax® Support

1099-R show code Q; however, distribution is included in income. Should this Roth not be tax exempt?

by on Latest post by

3 Replies 15524 Views

3 Replies

15524 Views

What is state distribution and why it is blank on my form?

by on Latest post on by

23 Replies 90064 Views

23 Replies

90064 Views

Do I need TurboTax Deluxe or Premier edition? I did not sell any stocks or mutual funds. I do have dividend earnings from my stocks, mutual funds and Roth IRA accounts.

by on Latest post on by

7 Replies 10852 Views

7 Replies

10852 Views

Backdoor Roth IRA conversion of 2 years' non-deductible traditional IRA contributions

by on Latest post on by

14 Replies 8725 Views

14 Replies

8725 Views

Does North Carolina tax Federal Retirement or Social Security?

by on Latest post on by

18 Replies 19550 Views

18 Replies

19550 Views

Distribution on K-1

by on Latest post on by

22 Replies 11110 Views

22 Replies

11110 Views

I received a distribution on a 1099-r distribution code 8. I am trying to rollover to an IRA but TurboTax does not provide the dropdown on what I am doing with the money

by on Latest post on by

7 Replies 36833 Views

7 Replies

36833 Views

Is there a filing requirement for a final income tax return for a deceased taxpayer, only source of income is social security and he's below minimum filing requirement?

by on Latest post on by

2 Replies 4316 Views

2 Replies

4316 Views

My NJ Pension payments should by excluded from my state income tax return for the first two years of retirement How do I exclude this from my NJ state return?

by on Latest post on by

2 Replies 4951 Views

2 Replies

4951 Views

Are Pension Payments from my ex-husband considered Alimony, my decree does not state this income as Alimony, and it is paid to me by my ex after he pays taxes on it 1st?

by on Latest post on by

11 Replies 12310 Views

11 Replies

12310 Views

For the state of Oregon, does a military service pension meet the requirements of a federal service pension?

by on Latest post on by

4 Replies 4580 Views

4 Replies

4580 Views

How do I enter excess 401K deferrals in TurboTax Deluxe? (about $20 over the $18K limit—getting distributed before April 15, but 1099R won’t come until Jan 2019)

by on Latest post on by

3 Replies 5188 Views

3 Replies

5188 Views

"I have SS permanent disability starting in 2017 but also earn a small amoutn of money. I did not receive an SS 1099. Do I have to pay taxes on the SS income?

by on Latest post on by

2 Replies 2754 Views

2 Replies

2754 Views

One of my 1099-INT shows an early withdrawal penalty for a regular CD. Can I deduct this from my tax returns and how using Turbotax?

by on Latest post on by

7 Replies 6706 Views

7 Replies

6706 Views

Is a public prosecutor district attorney a public safety employee?

by on Latest post on by

2 Replies 2513 Views

2 Replies

2513 Views

1099-R Mother's Pension Distribution upon Death

by on Latest post on by

8 Replies 12635 Views

8 Replies

12635 Views

Where is the place in TurboTax Deluxe to do what if analysis for 2019? I did that last year but can't find it this year.

by on Latest post on by

2 Replies 3086 Views

2 Replies

3086 Views

How to report 401(k) excess contribution made in 2015 and included in my 2015 return but now receiving a 1099-R for 2016?

by on Latest post on by

3 Replies 1839 Views

3 Replies

1839 Views

Can I claim the retirement credit of $130.00 that the state of Ohio offers on my 2016 tax form if I retired November 30, 2016?

by on Latest post on by

2 Replies 1669 Views

2 Replies

1669 Views

If I inherited an annuity in & received a form OMB 1545-0119 with an amount in box 1 “gross distribution” & another in box 2 “Taxable amount” what r the tax implications?

by on Latest post on by

10 Replies 6076 Views

10 Replies

6076 Views

No option to choose "State and Local tax refund" on 1099-G page.

by on Latest post on by

4 Replies 3810 Views

4 Replies

3810 Views

Can I import 1099r from delta airlines pension?

by on Latest post on by

2 Replies 3966 Views

2 Replies

3966 Views

Traditional IRA contribution in February 2019, converting the Traditional to Roth IRA in February 2019.

by on Latest post on by

3 Replies 2146 Views

3 Replies

2146 Views

Is social security tax payable on retirement income?

by on Latest post on by

3 Replies 2406 Views

3 Replies

2406 Views

If a Trad IRA contrib gives me a Ret Savings Credit and I convert that Trad to Roth the next year, do I have to repay the credit or just pay tax on the conversion?

by on Latest post on by

5 Replies 2797 Views

5 Replies

2797 Views

I received a 1099-R for my military retirement pay but I am 90% disable veteran. Do I owe taxes on my entire retirement pay?

by on Latest post on by

1 Reply 5254 Views

1 Reply

5254 Views

A dependent student with $15,000 in earnings, tax year 2018. Does he/she need to file, if he/she contributes $3000 to IRA (pushes his/her AGI to standard deduction)?

by on Latest post on by

2 Replies 1654 Views

2 Replies

1654 Views

How do I create IRS form 4972 (Lump Sum Distribution) using turbotax business for a 1041 Estate return? I do have an eligible 1099-R.

by on Latest post on by

1 Reply 2041 Views

1 Reply

2041 Views

My turboTax deluxe offers only a place to enter one 1099R set of data. How can I enter the data for my wife, also?

by on Latest post on by

1 Reply 1251 Views

1 Reply

1251 Views

Should I receive 1099R for my required minimum distributions?

by on Latest post on by

1 Reply 1330 Views

1 Reply

1330 Views

I am a retired engineer - can I still deduct technical publications & subscriptions?

by on Latest post on by

1 Reply 1880 Views

1 Reply

1880 Views

I had no taxable investment sales during the year (2017). I did have a direct Roth 401K rollover to a Roth IRA. Can I use Deluxe, or do I have to get Premier for that?

by on Latest post on by

1 Reply 1118 Views

1 Reply

1118 Views

My husband was forced to cash out his 401k due to his employer terminating the policy. Does this qualify under "other" reason to not have to pay additional tax?

by on Latest post on by

1 Reply 1448 Views

1 Reply

1448 Views

10K extra from IRA fixed in Dec. 5498 in May reports indirect rollover back to IRA Will file extension til May. How report correct $ & what explanation needed w/ return?

by on Latest post on by

1 Reply 1189 Views

1 Reply

1189 Views

What are the residency requirements for income tax for Oregon and can I move to Washington temporarily to avoid this tax on a onetime retirement payout?

by on Latest post on by

3 Replies 3232 Views

3 Replies

3232 Views

My spouse took a distribution from an IRA inherited in December 2017. Is it possible to transfer it back to a beneficiary IRA to avoid tax consequences now?

by on Latest post on by

2 Replies 1704 Views

2 Replies

1704 Views

Will I receive a tax form for a surrendered annuity account if the check shows taxes were withheld? The account had a $507 balance and surrendered after age 59.5.

by on Latest post on by

2 Replies 2039 Views

2 Replies

2039 Views

In Feb '16 I invested $11K (nondeductible) into a Trad IRA ($5.5 for '15 and $5.5 for '16) a few days later is was sold and rolled over to a ROTH IRA. How do I report?

by on Latest post on by

1 Reply 1121 Views

1 Reply

1121 Views

I contributed over $5,500 to a SEP IRA in 2016, if I enter amount with the traditional IRA section of Turbo Tax, it shows that I owe a penalty. Where do I enter info?

by on Latest post on by

1 Reply 907 Views

1 Reply

907 Views

I am 80 years old. My wife is 80 tears old. For STANDARD tax inclusion on our Deluxe return, do I enter $12,000 for me and $1,200 for wife?

by on Latest post on by

1 Reply 1142 Views

1 Reply

1142 Views

Received a 1099R for an IRA I inherited and transfered to an inherited IRA. Box 2 and 2a both have the total amount? Should 2a have anything other than 0?

by on Latest post on by

30 Replies 7039 Views

30 Replies

7039 Views

Is health insurance premium subtracted out of my retirement pension plan tax deductible?

by on Latest post on by

1 Reply 1449 Views

1 Reply

1449 Views

I am retiring at age 57. My spouse is age 64. If I roll my employer 401k to a traditional IRA, will we have to pay penalties if we start withdrawals immediately?

by on Latest post on by

1 Reply 2004 Views

1 Reply

2004 Views

Credit for retirement savings contributions-husband contributed 8,723, yet only giving credit of $200, that's not 10%, unless max is per person since I didn't contribute

by on Latest post on by

4 Replies 1624 Views

4 Replies

1624 Views

If a 1099R has an amount for Illinois (box 13 = IL), state tax withheld (box 12), the amount must be less than the amount for state distribution (box 14).. Help please.

by on Latest post on by

8 Replies 4806 Views

8 Replies

4806 Views

When I entered my retirement amount for the year turbotax said lump sum taken. Not true it was monthly.

by on Latest post on by

1 Reply 1185 Views

1 Reply

1185 Views

Forgot to file my 2018 1099R with my accepted 2018 taxes, what can I do.

by on Latest post on by

1 Reply 1056 Views

1 Reply

1056 Views

What documentation is needed with return for QCD from IRA?

by on Latest post on by

1 Reply 1856 Views

1 Reply

1856 Views

How do I handle in Turbo Tax so I am not taxed on the amount of an extra RMD?

by on Latest post on by

1 Reply 1184 Views

1 Reply

1184 Views

I lived in GA and SC in the same year. When I moved I still receive my ss pension all year should I divide my pension before I enter it or will the system do it for me.

by on Latest post on by

1 Reply 1135 Views

1 Reply

1135 Views

How do I get past this error message: "Earlier year taxable social security benefits taxpayer should not be more that $10,917, 85% of the sum of Line B."

by on Latest post on by

7 Replies 3178 Views

7 Replies

3178 Views

I can't figure out how to enter my solo 401k contribution on TT Deluxe desktop version.

by on Latest post on by

1 Reply 1736 Views

1 Reply

1736 Views

Is California Public Employees’ Retirement System (calpers) a qualified plan or non-qualified plan?

by on Latest post on by

1 Reply 4585 Views

1 Reply

4585 Views

Why doesn't turbotax ask if i want to save data when I close out. ?It did last year.

by on Latest post on by

1 Reply 1532 Views

1 Reply

1532 Views

1099-r shows gross distribution but is my contribution not earnings. how do I enter that into turbotax so this is not taxable income

by on Latest post on by

6 Replies 3269 Views

6 Replies

3269 Views

The IRS has eased the threshhold for the penalty calculation from 90% to 85%. When will that be reflected in Turbotax?

by on Latest post on by

1 Reply 1188 Views

1 Reply

1188 Views

I got $42,000 from an inheritance. Is that taxable? Do I have to list it as income? Married, file jointly combined income $99,000 w/out the 42k. Thanks from Seattle.

by on Latest post on by

1 Reply 1658 Views

1 Reply

1658 Views

Reporting a 401k over contribution in 2015 or 2016

by on Latest post on by

3 Replies 2045 Views

3 Replies

2045 Views

How much of my IRA contribution can I use as MO Source Adjustments to Federal Income on MO-NRI?

by on Latest post on by

1 Reply 1499 Views

1 Reply

1499 Views

What are the penalties if there is not enough money in my checking acct on Friday 4/7? I messed up, it won't be there until 4/11. Is it too late to fix?

by on Latest post on by

1 Reply 1665 Views

1 Reply

1665 Views

My 1098-t is higher than my 1099-q but turbotax is adding income to my 1040

by on Latest post on by

1 Reply 1328 Views

1 Reply

1328 Views

Can I fund a retirement after April 16th 2018 for the tax year 2017? If I file an extension, can I get a tax break and fund retirement if I wait until October?

by on Latest post on by

2 Replies 1311 Views

2 Replies

1311 Views

How many Forms 1099-R will TurboTax Deluxe let me enter? (I receive five 1099-R forms for my required minimum distributions from IRAs.)

by on Latest post on by

3 Replies 3986 Views

3 Replies

3986 Views

When trying to determine the basis for my retirement on PA taxes. What is the definition of "contributed" to the retirement plan?

by on Latest post on by

3 Replies 1910 Views

3 Replies

1910 Views

How do I enter money I withdrew from my Money Market Account on my tax return?

by on Latest post on by

1 Reply 8198 Views

1 Reply

8198 Views

Are retirement plan (CalSTRS) reimbursements for health insurance premiums reportable as income

by on Latest post on by

1 Reply 1891 Views

1 Reply

1891 Views

What is included in the amount on the IA 1040 form line 33 as the amount does not match what I had to pay the IRS in 2016 for 2015 taxes due?

by on Latest post on by

1 Reply 3108 Views

1 Reply

3108 Views

Last year I moved from TX to NYC. The move happened towards the end of the year. I rolled over my 401k into my Roth IRA. Do I need to pay state tax on the Roth?

by on Latest post on by

1 Reply 1730 Views

1 Reply

1730 Views

What’s the difference between a 1099-R and a CSA 1099-R? I am a retired Federal Agent and I received a CSA 1099-R, will it make a difference if I use a 1099-R on T Tax?

by on Latest post on by

1 Reply 3462 Views

1 Reply

3462 Views

My wife has a job where she is covered by a pension, but earns about as much from a consulting business on the side. Can she deduct contributions to her traditional IRA?

by on Latest post on by

1 Reply 1195 Views

1 Reply

1195 Views

How to fill out form 5329 with a Roth IRA and traditional IRA withdrawal used for a first time home purchase.

by on Latest post on by

4 Replies 2576 Views

4 Replies

2576 Views

The irasepsimple box is checked on my copy of the 1099r. What is the X in that box for?

by on Latest post on by

1 Reply 1138 Views

1 Reply

1138 Views

Do I have to file if I had no income except for interest earned on IRA accounts, or interest on a money market account that is less than $100 dollars?

by on Latest post on by

3 Replies 1658 Views

3 Replies

1658 Views

I reside in NC but received an IRA distribution from my deceased mother who lived in OH. Do I need to file both an Oho State Tax Return in addition to one for NC?

by on Latest post on by

2 Replies 1218 Views

2 Replies

1218 Views

How do I change a 1099 to a corrected 1099 if my return has not been filed?

by on Latest post on by

1 Reply 1149 Views

1 Reply

1149 Views

As a retired minister, how do I list my housing allowance portion from my 1099-R?

by on Latest post on by

1 Reply 1915 Views

1 Reply

1915 Views

My wife's Mother died 12/2016 and my wife inherited some CDs. Some of the reported 1099-int interest was paid to her mother. Must she claim this interest?

by on Latest post on by

1 Reply 1245 Views

1 Reply

1245 Views

Can the deluxe version handle Forms 1098,1099-R,1099-Q, and SSA-1099?

by on Latest post on by

1 Reply 2261 Views

1 Reply

2261 Views

How do I get Turbotax to calculate the taxable amount of an IRA distribution (form 1040 line 4b)? The cost basis and end-of-year value of my IRA account are on form 8606.

by on Latest post on by

1 Reply 1481 Views

1 Reply

1481 Views

What should I file for my wife's small income in another state?

by on Latest post on by

4 Replies 2654 Views

4 Replies

2654 Views

SSA-1099...where do I show that the income is half taxed, according to inter/questionaire on IRS website? No idea where to place that.

by on Latest post on by

3 Replies 1977 Views

3 Replies

1977 Views

Does the income distribution between spouses matter when filing jointly?

by on Latest post on by

3 Replies 2272 Views

3 Replies

2272 Views

I have a 1099-R with a distribution code G - indicating rollover. In box 2b no boxes are checked. Should the total distribution box be checked or is this not an issue?

by on Latest post on by

1 Reply 1742 Views

1 Reply

1742 Views

Why is retirement income via Form 1099-R shown as wages (line 2) instead of retirement income (line 4)?

by on Latest post on by

1 Reply 929 Views

1 Reply

929 Views

Found the section RothIRAs, and remembered I've had one for 10+yrs but never put on my tax return, is it going to come back and bite me? Deposit only, no withdrawals.

by on Latest post on by

1 Reply 1136 Views

1 Reply

1136 Views

I converted deductible IRA to Roth IRA in December 2017. Can I recharacterize?

by on Latest post on by

1 Reply 1668 Views

1 Reply

1668 Views

How do I find my tax bracket? (Needing to pull money from my retirement)

by on Latest post on by

1 Reply 1297 Views

1 Reply

1297 Views

I over contributed to a roth IRA and in 2018. I recharacterized to tira in march 2019. How do I account for this in turbo tax. Do i fill out Roth & traditional sections

by on Latest post on by

4 Replies 2079 Views

4 Replies

2079 Views

What version of turbotax is needed to report an RMD from a 401K, 403b, and IRA accounts?

by on Latest post on by

3 Replies 2787 Views

3 Replies

2787 Views

Can I now open an IRA with $6000 to take the deduction on this return? 2017 1040 shows AGI at $38,641

by on Latest post on by

2 Replies 1463 Views

2 Replies

1463 Views

I contributed $3k to a traditional IRA in March 2017 for tax year 2016. I reported $2080 - the deductible amount, and didn't report the nondeductible $920. What options?

by on Latest post on by

1 Reply 1135 Views

1 Reply

1135 Views

Roth ira contribution for 2018

by on Latest post on by

1 Reply 1635 Views

1 Reply

1635 Views

Do I need to amend my 2017 taxes for an excess contribution to a Roth IRA for which I received a 1099-R in 2018?

by on Latest post on by

2 Replies 1712 Views

2 Replies

1712 Views

Why doesn’t the amount on my W-2 box 12w for HSA contribution (taxpayer) equal the amount in box 2 (total contributions made in 2018) on my 5498-SA from the bank?

by on Latest post on by

1 Reply 1206 Views

1 Reply

1206 Views

My husband earned $500 in income but didn't receive a 1099, how do I enter it?

by on Latest post on by

1 Reply 1007 Views

1 Reply

1007 Views

Line 10 of my 2018 tax return is $252,784. Line 11a, is $48.744. I manually calculate the tax to be $49,247. Am I missing something?

by on Latest post on by

3 Replies 1580 Views

3 Replies

1580 Views

E filing will not except 0 withholding in box 12a from a1099-R what can I do?i am unable to e-file because state withholding box 12a is zero.

by on Latest post on by

1 Reply 1255 Views

1 Reply

1255 Views

How do I enter the 457(b) in the TurboTax software with catch-up? The error says that I cannot exceed 24K the limit But my 457(b) with the catch-up is 37K.

by on Latest post on by

1 Reply 1218 Views

1 Reply

1218 Views

Why are my 1099sa gross distributions counted as income. I payed at the doctor's office with my HSA Debit Card. It was reported on1099sa as gross distributions code1.

by on Latest post on by

1 Reply 1598 Views

1 Reply

1598 Views

I received a 1099-R with the amount in Box 1 and Box 5 equal, Box 2a is Blank, and Box 7 only has a Code W (no Code 6). Is this taxable income?

by on Latest post on by

1 Reply 1633 Views

1 Reply

1633 Views

My siblings, who are not US citizens, will transfer some money left by my deceased non-US parent to me. Is filing an IRS 3520 all I need to do for amount above $100,000?

by on Latest post on by

1 Reply 1717 Views

1 Reply

1717 Views

Do I need to file Mich taxes on a bonus I received in 2018 from my employer that I retired from, when I moved to Wash state in 2017?

by on Latest post on by

1 Reply 1512 Views

1 Reply

1512 Views

My consulting income is listed in my total taxable income on line 12 and Business tax is calculated on line 57 of the 1040. Am I being double taxed for this income?

by on Latest post on by

1 Reply 1244 Views

1 Reply

1244 Views

Box 7 has D7 codes. Is this IRA distribution still a qualified IRA?

by on Latest post on by

2 Replies 13672 Views

2 Replies

13672 Views

How do I fill out form 5329 for missing RMD in 2016 but then took it and 2017 RMD in 02/2017?

by on Latest post on by

1 Reply 1214 Views

1 Reply

1214 Views

Qualified tuition program comp or taxable distribution - I am being taxed on a portion of my distributions from my 529 plan. How is this number on line 2b calculated?

by on Latest post on by

1 Reply 1627 Views

1 Reply

1627 Views

On my 1099 r ,#7 distribution code is 2b , what do i select? I did 2 from the first drop down and b from the second dropdown. i get an error on the review.

by on Latest post on by

1 Reply 1753 Views

1 Reply

1753 Views

I filed early with 1099s, but forgot i item of $33. redid taxes and came out same. Have not refiled. Should I?

by on Latest post on by

1 Reply 1245 Views

1 Reply

1245 Views

Why is Box 1 distribution used as income when Box 2 a has a smaller amount on my 1099R?

by on Latest post on by

1 Reply 1196 Views

1 Reply

1196 Views

Is there a section in TurboTax that allows me to do a catch-up contribution to my 401K?

by on Latest post on by

1 Reply 1036 Views

1 Reply

1036 Views

Excess 401(k) Contribution are Preventing e-File will Turbo Tax be fixing this problem before the April 15th filing Deadline?

by on Latest post on by

1 Reply 1126 Views

1 Reply

1126 Views

How much can me and my wife contribute to a Roth IRA if my wife also belongs to a 403b plan at work

by on Latest post on by

1 Reply 1361 Views

1 Reply

1361 Views

Iowa pension exclusion?

by on Latest post on by

1 Reply 2197 Views

1 Reply

2197 Views

Should I claim my deceased sibling's SSA-1099 amount on my return when it was paid to me even though it has his social security number?

by on Latest post on by

1 Reply 1293 Views

1 Reply

1293 Views

How do I send my 1099 int; 1099- R; 1099-G; and SSA-1098 forms when I E-file

by on Latest post on by

1 Reply 1051 Views

1 Reply

1051 Views

I have an annuity, I'm NOT retired. I withdrew/sold the "Free Withdrawal Amount" from the Annuity. Do I need the Primeir version of TurboTax for that?

by on Latest post on by

1 Reply 915 Views

1 Reply

915 Views

Can a SEP IRA transfer to a Traditional IRA be an excess or otherwise disallowed contribution?

by on Latest post on by

1 Reply 1756 Views

1 Reply

1756 Views

"I borrowed 30,000 from my IRA and returned 20,000 within 60 days. How do I enter form 5498, I should not pay tax on the 20,000"

by on Latest post on by

3 Replies 1471 Views

3 Replies

1471 Views

How do I get MA state software (with TurboTax Deluxe for Mac) to exempt out-of-state pension distribution? (It was 403b pension money previously rolled over to an IRA.)

by on Latest post on by

13 Replies 4324 Views

13 Replies

4324 Views

I receive monthly retirement payments do i have to say what i did with the money

by on Latest post on by

5 Replies 3583 Views

5 Replies

3583 Views

How to report data in Box 1g for 1099-B?

by on Latest post on by

2 Replies 11712 Views

2 Replies

11712 Views

Does Turbo Tax calculate Social Security tax liability?

by on Latest post on by

1 Reply 4914 Views

1 Reply

4914 Views

Why are the dates listed as 2016 and 2017 when I am at the page titled "Enter Business Income Not Reported on 1099"?

by on Latest post on by

2 Replies 1383 Views

2 Replies

1383 Views

Is Keogh (HR 10) Plan distribution & account balance info reportable on Form 8606 along with IRA info on lines 6 & 7?

by on Latest post on by

1 Reply 1682 Views

1 Reply

1682 Views

If my taxable income is 0 how can i owe 59 in federal taxes

by on Latest post on by

3 Replies 1548 Views

3 Replies

1548 Views

Do both long-term and short-term capital gains count toward the income limit for being able to contribute to a Roth IRA?

by on Latest post on by

1 Reply 11466 Views

1 Reply

11466 Views

My husband is retired & working he is collecting Social Security for retirement, how do I answer ? asking what he does for a living? Do I input retired or working Sales?

by on Latest post on by

1 Reply 1066 Views

1 Reply

1066 Views

I over contributed to my 401k

by on Latest post on by

1 Reply 1495 Views

1 Reply

1495 Views

How do I report my deceased dad's 1099R on my mom's single return?

by on Latest post on by

1 Reply 1122 Views

1 Reply

1122 Views

How to report 401k excess deferral refund when the provider levies a fee?

by on Latest post on by

1 Reply 1269 Views

1 Reply

1269 Views

I can't enter more than one 1099 R pensions with different codes from the same company. My spouse passed away this year and it is a joint return.

by on Latest post on by

1 Reply 1148 Views

1 Reply

1148 Views

What amount of the US savings bond interest should I enter? is the form 8815 amount or as reported on 1099?

by on Latest post on by

1 Reply 941 Views

1 Reply

941 Views

If 1099-R shows "2" in box 7 and IRA/SEP/SIMPLE box unchecked, what should you enter in 1040 line 16a and 16b?

by on Latest post on by

3 Replies 1991 Views

3 Replies

1991 Views

Why didn't i have California state taxes deducted from a 401K distribution? Federal taxes were deducted, but not state.

by on Latest post on by

1 Reply 1138 Views

1 Reply

1138 Views

If we have to pay penalty for early IRA withdrawal, how can I get it back if she is considered disabled later this year?

by on Latest post on by

1 Reply 1015 Views

1 Reply

1015 Views

Where do I enter I receive a Public Pension versus a Private?

by on Latest post on by

1 Reply 1052 Views

1 Reply

1052 Views

Is my Civil Service Retirement pension taxable in Missouri?

by on Latest post on by

1 Reply 7548 Views

1 Reply

7548 Views

I inherited accounts from husband. The brokerage firm told me distribution wasn't taxable BUT 1099-R has 2b checked "tax amount not determined." What do I do?

by on Latest post on by

7 Replies 2605 Views

7 Replies

2605 Views

Should I report a pension plan payout as an RMD?

by on Latest post on by

3 Replies 1585 Views

3 Replies

1585 Views

Do my husband (73) and I (72) have to list Roth IRA contributions before 2016 even though we’ve been retired since 2009 and haven’t contributed to them since 2009?

by on Latest post on by

1 Reply 789 Views

1 Reply

789 Views

I was informed by my former employer of an excess contribution to my 401K when I retired in 09. I withdrew the excess and earnings in 2016. What must I report to the IRS?

by on Latest post on by

1 Reply 1306 Views

1 Reply

1306 Views

Is settlement from a life insurance lawsuit taxable?

by on Latest post on by

7 Replies 5038 Views

7 Replies

5038 Views

Spousal IRA revisited

by on Latest post on by

16 Replies 4468 Views

16 Replies

4468 Views

Is 401k early distribution due to medical expenses taxable in both federal and state?

by on Latest post on by

8 Replies 4533 Views

8 Replies

4533 Views

Which state do i pay taxes to if i receive a retirement from one and live in another

by on Latest post on by

1 Reply 1141 Views

1 Reply

1141 Views

I am completing the insolvency worksheet, It asks for interest in a pension plan and interest in a 401K. What is it and how is it calculated?

by on Latest post on by

1 Reply 3476 Views

1 Reply

3476 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Deluxe Mac