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?

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3 Replies 14140 Views

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14140 Views

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

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23 Replies 85140 Views

23 Replies

85140 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.

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7 Replies 10268 Views

7 Replies

10268 Views

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

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14 Replies 8497 Views

14 Replies

8497 Views

Does North Carolina tax Federal Retirement or Social Security?

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18 Replies 18996 Views

18 Replies

18996 Views

Distribution on K-1

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22 Replies 10624 Views

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10624 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

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7 Replies 35678 Views

7 Replies

35678 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?

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2 Replies 4214 Views

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4214 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?

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2 Replies 4839 Views

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4839 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?

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11 Replies 12157 Views

11 Replies

12157 Views

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

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4 Replies 4463 Views

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4463 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)

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3 Replies 5129 Views

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5129 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?

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2 Replies 2640 Views

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2640 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?

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7 Replies 6550 Views

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6550 Views

Is a public prosecutor district attorney a public safety employee?

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2 Replies 2442 Views

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2442 Views

1099-R Mother's Pension Distribution upon Death

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8 Replies 12288 Views

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12288 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.

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2 Replies 3009 Views

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3009 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?

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3 Replies 1786 Views

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1786 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?

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2 Replies 1613 Views

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1613 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?

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10 Replies 5739 Views

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5739 Views

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

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4 Replies 3671 Views

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3671 Views

Can I import 1099r from delta airlines pension?

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2 Replies 3850 Views

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3850 Views

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

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3 Replies 2094 Views

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2094 Views

Is social security tax payable on retirement income?

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3 Replies 2329 Views

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2329 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?

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5 Replies 2726 Views

5 Replies

2726 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?

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1 Reply 5159 Views

1 Reply

5159 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)?

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2 Replies 1622 Views

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1622 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.

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1 Reply 2003 Views

1 Reply

2003 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?

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1 Reply 1224 Views

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1224 Views

Should I receive 1099R for my required minimum distributions?

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1 Reply 1240 Views

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1240 Views

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

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1 Reply 1795 Views

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1795 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?

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1096 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?

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1 Reply 1408 Views

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1408 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?

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1 Reply 1144 Views

1 Reply

1144 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?

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3 Replies 3162 Views

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3162 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?

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2 Replies 1615 Views

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1615 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.

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2 Replies 1957 Views

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1957 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?

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1 Reply 1092 Views

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1092 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?

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1 Reply 865 Views

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865 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?

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1 Reply 1117 Views

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1117 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?

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30 Replies 6867 Views

30 Replies

6867 Views

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

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1 Reply 1404 Views

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1404 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?

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1 Reply 1925 Views

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1925 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

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4 Replies 1566 Views

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1566 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.

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8 Replies 4624 Views

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4624 Views

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

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1 Reply 1151 Views

1 Reply

1151 Views

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

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1 Reply 1023 Views

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1023 Views

What documentation is needed with return for QCD from IRA?

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1 Reply 1701 Views

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1701 Views

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

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1 Reply 1153 Views

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1153 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.

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1 Reply 1098 Views

1 Reply

1098 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."

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7 Replies 2984 Views

7 Replies

2984 Views

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

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1 Reply 1713 Views

1 Reply

1713 Views

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

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1 Reply 4439 Views

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4439 Views

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

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1 Reply 1451 Views

1 Reply

1451 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

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6 Replies 3147 Views

6 Replies

3147 Views

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

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1 Reply 1144 Views

1 Reply

1144 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.

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1 Reply 1597 Views

1 Reply

1597 Views

Reporting a 401k over contribution in 2015 or 2016

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3 Replies 1964 Views

3 Replies

1964 Views

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

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1 Reply 1460 Views

1 Reply

1460 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?

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1 Reply 1626 Views

1 Reply

1626 Views

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

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1 Reply 1298 Views

1 Reply

1298 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?

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2 Replies 1256 Views

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1256 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.)

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3 Replies 3925 Views

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3925 Views

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

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3 Replies 1846 Views

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1846 Views

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

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1 Reply 8035 Views

1 Reply

8035 Views

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

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1 Reply 1833 Views

1 Reply

1833 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?

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1 Reply 2990 Views

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2990 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?

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1 Reply 1676 Views

1 Reply

1676 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?

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1 Reply 3390 Views

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3390 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?

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1 Reply 1136 Views

1 Reply

1136 Views

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

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4 Replies 2497 Views

4 Replies

2497 Views

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

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1 Reply 1098 Views

1 Reply

1098 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?

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3 Replies 1587 Views

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1587 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?

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2 Replies 1195 Views

2 Replies

1195 Views

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

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1 Reply 1107 Views

1 Reply

1107 Views

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

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1 Reply 1875 Views

1 Reply

1875 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?

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1 Reply 1204 Views

1 Reply

1204 Views

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

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1 Reply 2182 Views

1 Reply

2182 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.

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1 Reply 1435 Views

1 Reply

1435 Views

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

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4 Replies 2572 Views

4 Replies

2572 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.

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3 Replies 1854 Views

3 Replies

1854 Views

Does the income distribution between spouses matter when filing jointly?

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3 Replies 2184 Views

3 Replies

2184 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?

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1 Reply 1643 Views

1 Reply

1643 Views

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

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1 Reply 888 Views

1 Reply

888 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.

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1 Reply 1099 Views

1 Reply

1099 Views

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

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1 Reply 1484 Views

1 Reply

1484 Views

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

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1 Reply 1273 Views

1 Reply

1273 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

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4 Replies 2015 Views

4 Replies

2015 Views

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

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3 Replies 2738 Views

3 Replies

2738 Views

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

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2 Replies 1398 Views

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1398 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?

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1 Reply 1099 Views

1 Reply

1099 Views

Roth ira contribution for 2018

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1 Reply 1581 Views

1 Reply

1581 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?

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2 Replies 1652 Views

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1652 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?

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1 Reply 1172 Views

1 Reply

1172 Views

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

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1 Reply 958 Views

1 Reply

958 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?

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3 Replies 1512 Views

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1512 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.

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1 Reply 1213 Views

1 Reply

1213 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.

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1 Reply 1181 Views

1 Reply

1181 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.

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1 Reply 1567 Views

1 Reply

1567 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?

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1 Reply 1576 Views

1 Reply

1576 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?

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1 Reply 1678 Views

1 Reply

1678 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?

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1 Reply 1471 Views

1 Reply

1471 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?

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1 Reply 1200 Views

1 Reply

1200 Views

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

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2 Replies 13461 Views

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13461 Views

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

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1 Reply 1181 Views

1 Reply

1181 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?

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1 Reply 1581 Views

1 Reply

1581 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.

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1 Reply 1706 Views

1 Reply

1706 Views

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

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1 Reply 1203 Views

1 Reply

1203 Views

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

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1 Reply 1155 Views

1 Reply

1155 Views

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

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1 Reply 983 Views

1 Reply

983 Views

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

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1 Reply 1086 Views

1 Reply

1086 Views

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

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1 Reply 1325 Views

1 Reply

1325 Views

Iowa pension exclusion?

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1 Reply 2114 Views

1 Reply

2114 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?

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1 Reply 1250 Views

1 Reply

1250 Views

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

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1 Reply 1009 Views

1 Reply

1009 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?

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1 Reply 882 Views

1 Reply

882 Views

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

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1 Reply 1702 Views

1 Reply

1702 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"

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3 Replies 1427 Views

3 Replies

1427 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.)

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13 Replies 4115 Views

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4115 Views

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

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5 Replies 3455 Views

5 Replies

3455 Views

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

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2 Replies 11385 Views

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11385 Views

Does Turbo Tax calculate Social Security tax liability?

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1 Reply 4805 Views

1 Reply

4805 Views

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

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2 Replies 1337 Views

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1337 Views

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

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1 Reply 1644 Views

1 Reply

1644 Views

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

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3 Replies 1494 Views

3 Replies

1494 Views

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

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1 Reply 11216 Views

1 Reply

11216 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?

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1 Reply 1035 Views

1 Reply

1035 Views

I over contributed to my 401k

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1 Reply 1452 Views

1 Reply

1452 Views

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

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1 Reply 1092 Views

1 Reply

1092 Views

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

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1 Reply 1241 Views

1 Reply

1241 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.

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1 Reply 1122 Views

1 Reply

1122 Views

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

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1 Reply 915 Views

1 Reply

915 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?

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3 Replies 1933 Views

3 Replies

1933 Views

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

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1 Reply 1106 Views

1 Reply

1106 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?

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1 Reply 952 Views

1 Reply

952 Views

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

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1 Reply 1015 Views

1 Reply

1015 Views

Is my Civil Service Retirement pension taxable in Missouri?

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1 Reply 7462 Views

1 Reply

7462 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?

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7 Replies 2501 Views

7 Replies

2501 Views

Should I report a pension plan payout as an RMD?

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3 Replies 1538 Views

3 Replies

1538 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?

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1 Reply 762 Views

1 Reply

762 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?

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1 Reply 1267 Views

1 Reply

1267 Views

Is settlement from a life insurance lawsuit taxable?

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7 Replies 4854 Views

7 Replies

4854 Views

Spousal IRA revisited

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16 Replies 4302 Views

16 Replies

4302 Views

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

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

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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?

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Do you have a TurboTax Online account?

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