Retirement Tax Tips and Answers | TurboTax® Support

If I only have contribution to 401k can I file for free with Turbo Tax?

0 Replies 80 Views

0 Replies

80 Views

I already had 10% tax withheld when I withdrew from my Traditional IRA. Why do I have to pay 10% again?

by on Latest post by

8 Replies 612 Views

8 Replies

612 Views

I overpaid Illinois state tax in 2022 . I paid a little over 4000 dollars and it should have been zero because the money taken out of my 403B should not be included?

by Latest post by

1 Reply 689 Views

1 Reply

689 Views

IRS says the taxable amount of SS income is incorrect

by on Latest post by

12 Replies 2015 Views

12 Replies

2015 Views

Where is the substitute 1099R form

by Latest post by

1 Reply 415 Views

1 Reply

415 Views

I accidentally entered a state from the drop down box. I can't delete it now

by Latest post by

1 Reply 974 Views

1 Reply

974 Views

How to delete a 1099-K because I don't have one?

by Latest post by

1 Reply 300 Views

1 Reply

300 Views

Will I pay less taxes as beneficiary of an inherited annuity if I choose regular periodic payments or if I choose a lump sum?

by Latest post by

2 Replies 907 Views

2 Replies

907 Views

Form 8606 line 2-Nondeductible contributions basis

by on Latest post by

8 Replies 929 Views

8 Replies

929 Views

If I didn't make contributions or withdrawals from our retirement do I have to include it in my taxes

by Latest post by

2 Replies 1672 Views

2 Replies

1672 Views

I do not have a RMD or don't know where to find it

by Latest post by

3 Replies 450 Views

3 Replies

450 Views

MY WIFE AND I BOTH HAVE A 1099R.WILL THEY BE ADDED TOGETHER FOR MY TAXES.

by Latest post by

2 Replies 213 Views

2 Replies

213 Views

WHEN DO I ENTER MY WIFES 1099R

by Latest post by

1 Reply 664 Views

1 Reply

664 Views

will not except my 1099R financial institution or provider. please help

by Latest post by

1 Reply 1039 Views

1 Reply

1039 Views

I took out an early withdrawal from my IRA and it shows on my 1099-R taxes were paid for state and fed, how do I show that on my 2024 taxes?

by Latest post by

2 Replies 982 Views

2 Replies

982 Views

Why is distribution code 4D on 1099-R taxable?

by Latest post by

2 Replies 1810 Views

2 Replies

1810 Views

I am not retired but am 63 years old. Do I qualify for the Georgia retirement exclusion?

by Latest post by

1 Reply 1101 Views

1 Reply

1101 Views

How do I access info on SS from my Chase account since I do not have my 1099?

by Latest post by

1 Reply 400 Views

1 Reply

400 Views

should like 5a include non-taxable pension income? the last several years it has been shown there but turbotax didn't include it on line 5A for 2024

by Latest post by

5 Replies 2962 Views

5 Replies

2962 Views

is a 401K plan considered a "traditional ira"?

by Latest post by

1 Reply 1077 Views

1 Reply

1077 Views

If I am earning 40,625 from disability benefits how much can I take out of my IRA per year and not be taxed I am single

by Latest post by

1 Reply 1196 Views

1 Reply

1196 Views

Retirement Plan Coverage section, if my husband is retired with a pension do I answer "NO" to the question "is name covered by a retirement plan at work?

by Latest post by

1 Reply 2255 Views

1 Reply

2255 Views

Where do I put my husband’s social security retirement benefits for filing jointly?

by Latest post by

2 Replies 2924 Views

2 Replies

2924 Views

does anyone experience turbo tax error in entering zero for a state income tax amount and not the amount imported from the W-2?

by Latest post by

4 Replies 1556 Views

4 Replies

1556 Views

Box 7 of 1099-R has 7D. turbotax has 2 distribution code boxes, one for 7 and one for D. Then asks, "I have more than one value in Box 7". Is 7D "more than one value"?

by Latest post by

1 Reply 1127 Views

1 Reply

1127 Views

My retirement income is state income tax exempt. where do I indicate that on turbo tax? its currently not accounting for that.

by on Latest post by

1 Reply 418 Views

1 Reply

418 Views

Pension General Rule Method - Expected Return on Contract - how to figure out

by on Latest post by

2 Replies 270 Views

2 Replies

270 Views

Can you stop a withdraw for taxes and pay another way.

by Latest post by

1 Reply 133 Views

1 Reply

133 Views

I have both a ROTH and IRA withdrawals. I have two 1099’s from the same company. I do not know which is which

by Latest post by

1 Reply 542 Views

1 Reply

542 Views

Turbo asks me to "enter the total amount you put into a traditional IRA for 2024", does this also include the portion my employer directly paid for my retirement plan?

by on Latest post by

2 Replies 782 Views

2 Replies

782 Views

does any one know form SSA-1099 where do i find the ENDI

by Latest post by

1 Reply 195 Views

1 Reply

195 Views

I had difficulty of care payments from medicaid last year but didnt put them anywhere on my return does it help my social security when i retire to have reported those

by on Latest post by

1 Reply 1897 Views

1 Reply

1897 Views

How should I add an IRA distribution, with no 1099 due to no interest paid. It was not an early withdrawal.

by Latest post by

3 Replies 1739 Views

3 Replies

1739 Views

I keep getting error it says I duplicated entries 15-17 boxs

by on Latest post by

1 Reply 231 Views

1 Reply

231 Views

IN MY 1099 INT IT AUTOMATICALLY CHECKS THE BOX FOR MY FORM HAS INFO IN OTHER BOXES AND WONT ALLOW ME TO EFILE

by on Latest post by

1 Reply 168 Views

1 Reply

168 Views

I did an early withdraw on my 401k for a first time homebuyer. The first $10k is suppose to be exempt. Additional taxes are owed. Cannot tell if I received credit.How?

by Latest post by

3 Replies 894 Views

3 Replies

894 Views

fix this: ME1040-027 - Amount entered for Maine Income Tax Withheld (1040ME, Line 25a) must equal the Total Tax Withheld from all W-2 / 1099 combined for Maine

by Latest post by

1 Reply 542 Views

1 Reply

542 Views

I still need to mail a 4853 (1099R replacement) This will document my income allowing for Premium tax credit. Should I file Turbo tax and be on time? Or wait and 1040?

by on Latest post by

1 Reply 1180 Views

1 Reply

1180 Views

I had two seperate employers and I overpaid social security, Turbo Tax is not calculating the overpayment, how can I fix it?

by on Latest post by

1 Reply 371 Views

1 Reply

371 Views

How to enter 1099-K

by on Latest post by

5 Replies 425 Views

5 Replies

425 Views

Does my US Postal Service pension qualify as an employer sponsored pension?

by on Latest post by

1 Reply 355 Views

1 Reply

355 Views

Find AGI for social security

by Latest post by

1 Reply 524 Views

1 Reply

524 Views

can I file for free if I only have a 1099R

by on Latest post on by

1 Reply 709 Views

1 Reply

709 Views

Can you help determine if I elect to treat the tax withheld as paid when it is actually withheld? Not understanding

by on Latest post on by

1 Reply 318 Views

1 Reply

318 Views

WHAT IF THE 1099R DOES NOT HAVE AN RMD AMOUNT? iT WILL NOT ALLOW ME TO CONTINUE THE TAXES.

by on Latest post on by

1 Reply 1110 Views

1 Reply

1110 Views

can i get help in understanding what should be in box 2b on my 1099-R and how do I get the amount that goes in the box?

by on Latest post on by

1 Reply 137 Views

1 Reply

137 Views

I do not have any kind of IRA. Why is turbo tax asking for an the information from the excess contribution form line 26?

by on Latest post on by

1 Reply 1018 Views

1 Reply

1018 Views

both my husband and I withdrew money from our individual 401K's, I added my 401K withdrawal but I don't see where to add my husbands?

by on Latest post on by

2 Replies 232 Views

2 Replies

232 Views

If I cannot remember the bank my retirement disbursement came from, how do I complete the 1099-R?

by on Latest post on by

1 Reply 712 Views

1 Reply

712 Views

If a CSF 1099R form is fill out in box 2a Taxable mount as UNKNOWN. Does the mean the survivor annuity paid is not taxable?

by on Latest post on by

1 Reply 328 Views

1 Reply

328 Views

how do I find my RMD?

by on Latest post on by

1 Reply 87 Views

1 Reply

87 Views

I want to enter the income from Form 1099

by on Latest post on by

2 Replies 204 Views

2 Replies

204 Views

How do we decline or get rid of the $1.00 Retirement Savings Contribution credit?

by on Latest post on by

1 Reply 1241 Views

1 Reply

1241 Views

I have a 1099fedreal tax withheld

by on Latest post on by

1 Reply 733 Views

1 Reply

733 Views

Where do I enter early IRA withdrawl amount?

by on Latest post on by

8 Replies 375 Views

8 Replies

375 Views

I accidnetly added a roth ira and 401 to my income. I do not have them anymore How do i erase them without starting over from the begining

by on Latest post on by

1 Reply 327 Views

1 Reply

327 Views

What do you do if you have the wrong social security number on your w-2? Do I still file my taxes?

by on Latest post on by

2 Replies 370 Views

2 Replies

370 Views

Where do I enter my State Income Tax withheld in deduction

by on Latest post on by

1 Reply 275 Views

1 Reply

275 Views

What is Amount that is PFML Taxable Distributions (see help)

by on Latest post on by

1 Reply 466 Views

1 Reply

466 Views

Even though I edited it to state I didn't contribute to an IRA/Roth, it shows later a total contribution of $2800. How can I correct and take it back to zero?

by on Latest post on by

1 Reply 242 Views

1 Reply

242 Views

Is there a way to just put in my 1099-R amount if I don't have the form?

by on Latest post on by

1 Reply 79 Views

1 Reply

79 Views

where do i enter my 1099R

by on Latest post on by

1 Reply 183 Views

1 Reply

183 Views

if my wife served on a federal grand jury. and she recieved jury duty payment. but she did not get a 1099 form. how do i enter it?

by on Latest post on by

1 Reply 293 Views

1 Reply

293 Views

What is the penalty for an IRA distribution that is $2 short?

by on Latest post on by

1 Reply 98 Views

1 Reply

98 Views

I took distributions from my IRA when I became unemployed to pay for living expenses. Can that qualify as an eligible emergency expense?

by on Latest post on by

1 Reply 1194 Views

1 Reply

1194 Views

If Turbo Tax won't let me submit my tax form because it wants answers to Annuity start date & Plan cost at annuity start date, what should I do?

by on Latest post on by

1 Reply 439 Views

1 Reply

439 Views

I used a distribution from my daughter's 529 plan to pay the balance of her semester bill. How do I make sure that the distribution is not taxed?

by on Latest post on by

1 Reply 435 Views

1 Reply

435 Views

I am 68 and didn’t file 2023 taxes I am retired and don’t work

by on Latest post on by

1 Reply 232 Views

1 Reply

232 Views

I withdrew my 2024 excess HSA contribution in early 2025, so my W2 does not reflect this withdrawal.

by on Latest post on by

1 Reply 512 Views

1 Reply

512 Views

why is the bailey exemption questioned on turbo tax

by on

0 Replies 178 Views

0 Replies

178 Views

I contributed excess funds to my HSA in 2023. In early 2025 I withdrew those funds for Tax year 2023. Turbo Tax is saying that I still have 2023 excess contribution.

by on Latest post on by

1 Reply 422 Views

1 Reply

422 Views

My 15yr old son worked last year and made about $2400. he did not have any federal tax withheld and only $9.48 in Utah state tax withheld. does he need to file a return?

by on Latest post on by

1 Reply 350 Views

1 Reply

350 Views

would i answer yes to this question if i took a loan from my 401k - Did you withdraw money from your retirement plan?

by on Latest post on by

2 Replies 506 Views

2 Replies

506 Views

how can my 1099R be incorrect? I double checked. It's correct - Can't continue?

by on Latest post on by

1 Reply 441 Views

1 Reply

441 Views

how to apply the bailey act

by on Latest post on by

1 Reply 114 Views

1 Reply

114 Views

Where do I list monthly pensions distributions from a former, international employer, when the plan is not qualified and the employer does not issue any tax documents?

by on Latest post on by

1 Reply 473 Views

1 Reply

473 Views

do not have form 5498. How do I get credit for payment of rmd?

by on Latest post on by

1 Reply 147 Views

1 Reply

147 Views

Why do I get bogged down trying to do a simple return

by on Latest post on by

1 Reply 57 Views

1 Reply

57 Views

how to report roth ira backdoor?

by on Latest post on by

1 Reply 403 Views

1 Reply

403 Views

In 2024 I did the "once in a lifetime" transfer or rollover from a traditional IRA to my HSA. This should be tax-free. How do I indicate this in Deluxe?

by on Latest post on by

2 Replies 915 Views

2 Replies

915 Views

Tennessee is not in the drop down list for states to add income from. this is becasue a member of the turbo tax team thinks its funny to menace people. 603 698 8619

by on Latest post on by

1 Reply 561 Views

1 Reply

561 Views

will this form allow the updating of the amount received from my public employees retirement system?

by on Latest post on by

1 Reply 647 Views

1 Reply

647 Views

I took an early Roth IRA withdrawal yesterday because I overcontributed in 2024. I haven't received my 1099-R yet. How do I file this, given the deadline is today?

by on Latest post on by

2 Replies 2269 Views

2 Replies

2269 Views

What to enter in box 12. My only income is social security

by on Latest post on by

1 Reply 217 Views

1 Reply

217 Views

I invested $100K (After-tax) into an annuity. It grew to $120K in 2024 and I withdrew $10k. Do I still have to pay an early withdrawal and get taxed on the $10K?

by on Latest post on by

2 Replies 345 Views

2 Replies

345 Views

Where do I edit my recharacterization note? It has incorrect info and I cannot find it in my traditional or Roth contributions section.

by on Latest post on by

1 Reply 940 Views

1 Reply

940 Views

Please I need the Payer’s federal ID for Florida. I have not received the 1099-g form and I need to file my taxes

by on Latest post on by

6 Replies 3963 Views

6 Replies

3963 Views

does turbo tax deduct the $30,000 from income for military pensions?

by on Latest post on by

1 Reply 617 Views

1 Reply

617 Views

Don't understand difference between federal and state IRA distributions question. What box number on the 1099-Rs?

by on Latest post on by

3 Replies 180 Views

3 Replies

180 Views

If I don't get direct social security payments because my payment is less than the amount paid for Medicare, will I get a tax form from SS?

by on Latest post on by

5 Replies 399 Views

5 Replies

399 Views

RMDs from an inherited Roth IRA are not taxable. Can you explain how to resolve this in Turbo Tax?

by on Latest post on by

8 Replies 473 Views

8 Replies

473 Views

A percentage of my check went into my ira immediately. how do i find that number?

by on Latest post on by

1 Reply 111 Views

1 Reply

111 Views

Roth IRA principle only withdraw, how can I report this in turbo tax? When I enter the info on my 1099-R turbo tax applies taxes and penalty for my principle withdraw.

by on Latest post on by

4 Replies 449 Views

4 Replies

449 Views

My retirement 1099 shows a gross dist of 2042.10 and a taxable amount of 1960.10. Why does it show the gross dist on the summary?

by on Latest post on by

1 Reply 359 Views

1 Reply

359 Views

I overfunded my '23 ROTH contribution in March '24. It was corrected before the '23 Tax filing deadline. What do I enter into '24 IRA Contribution Worksheet Line 26?

by on Latest post on by

1 Reply 661 Views

1 Reply

661 Views

Can I remove the Retirement Savings Contribution Credit? I didn't contribute anything. It's making me pay for Turbo Tax Deluxe, which is more than the credit!

by on Latest post on by

1 Reply 965 Views

1 Reply

965 Views

I filed tax return without reporting pension income. I never received 1099-R. The pension amount received is unchanged. Can I amend my Tax Return with the 1099R?

by on Latest post on by

2 Replies 937 Views

2 Replies

937 Views

how can i add my 1099 R Pension info it's not letting me. it says 0 and needs review

by on Latest post on by

2 Replies 154 Views

2 Replies

154 Views

Are my social security w2's (1099's) from my social security & pension to be added with my regular "employers w2 statements" there is no box 'c' for "employers name" ?

by on Latest post on by

1 Reply 500 Views

1 Reply

500 Views

Are my social security w2's from my social sec. & pension to be added with my "employers w2 statements" there is no box 'c' for "employers name" ? Or later 0n 1099-R ?

by on Latest post on by

1 Reply 349 Views

1 Reply

349 Views

How can I enter individual contributions to a second HSA, not through my employer? I didn't receive a 1099-SA for it because I didn't take any distributions. Where in TT?

by on Latest post on by

1 Reply 1038 Views

1 Reply

1038 Views

why can't i enter my date of retirement in the state section?

by on

0 Replies 103 Views

0 Replies

103 Views

I have a Teamster pension & my husband has a Teamster pension to be added to the Social Security pensions we already did so how do I do that?

by on

0 Replies 93 Views

0 Replies

93 Views

How can I use my traditional IRA to pay federal taxes directly?

by on Latest post on by

1 Reply 78 Views

1 Reply

78 Views

yes or no: Can I report fed taxes paid in 2024 for 2022 return? After filing, I received a late 1099(?) from a financial institution therefore not prev reported as income

by on Latest post on by

7 Replies 774 Views

7 Replies

774 Views

My former employer used the wrong social security number on my w-2. what do I do?

by on Latest post on by

1 Reply 178 Views

1 Reply

178 Views

What is form 5498

by on Latest post on by

1 Reply 123 Views

1 Reply

123 Views

Should I enter all amounts in Box 12 of a 1099-SA?

by on Latest post on by

1 Reply 126 Views

1 Reply

126 Views

If I sell a stock in my Roth IRA but leave the proceeds in the roth ira and purchase another stock, do I need to claim the sale on my tax return?

by on Latest post on by

1 Reply 308 Views

1 Reply

308 Views

I can not enter my actual 199 for retirement it. Has .00 entered already by you and will not let me enter to post. What do I do now?-[

by on

0 Replies 76 Views

0 Replies

76 Views

Can I still file if I don't have a 1099-R? The amount shown was a loan and not a withdrawal from my 401-k.

by on Latest post on by

1 Reply 58 Views

1 Reply

58 Views

What do I put if the company I had 401k closed and I was played off

by on Latest post on by

1 Reply 70 Views

1 Reply

70 Views

Where do i find how my total 2024 traditional IRA contributions

by on Latest post on by

1 Reply 409 Views

1 Reply

409 Views

I dont have an IRA but it keeps auto selecting that I do and so I can't complete my taxes. How do I remove the IRA contributions?

by on Latest post on by

1 Reply 115 Views

1 Reply

115 Views

I am 65 & owe $200. If I put it in my IRA today instead will it decrease my taxes due foe 2024?

by on Latest post on by

1 Reply 47 Views

1 Reply

47 Views

Does the May 1st extension for Florida and other states hit by hurricanes last year mean we have the same deadline to contribute to our IRA?

by on Latest post on by

1 Reply 108 Views

1 Reply

108 Views

DOES CALPERS have a RMD?

by on Latest post on by

1 Reply 47 Views

1 Reply

47 Views

On my 1099-R form says I received 34,483.02 as my Gross Distribution but I only received 23,000 from my 401k what do I do in this situation for filling my taxes?

by on Latest post on by

2 Replies 193 Views

2 Replies

193 Views

the boxes on my 1099 does not coinside with the boxes on the website. For example box 7 on Intuit is asking for a code? On my 1099 there is an $amount in that box?

by on Latest post on by

8 Replies 278 Views

8 Replies

278 Views

By mistake, I withdrew my RMD twice and now I am in a higher and punishing tax bracket. Anything I can do to reduce my RMD to what it should be?

by on Latest post on by

11 Replies 4522 Views

11 Replies

4522 Views

How is the RMD computed on a yearly retirement plan distribution?

by on Latest post on by

2 Replies 268 Views

2 Replies

268 Views

How do I include the amount of Federal Income Tax Withheld on my 1099-R?

by on Latest post on by

1 Reply 61 Views

1 Reply

61 Views

Does money automatically added to an IRA (associated with a job) by that employer, as I was paid, count as "me contributing to an IRA"? I didn't add to the IRA otherwise.

by on Latest post on by

2 Replies 344 Views

2 Replies

344 Views

I cashed out an amount from an IRA and taxes were withdrawn before distribution. Where do I enter the tax withdrawn amount on my tax form.

by on Latest post on by

2 Replies 145 Views

2 Replies

145 Views

did not receivenfor ssa 1099.. how do I complete taxes?

by on Latest post on by

1 Reply 56 Views

1 Reply

56 Views

where should I include Social Security income?

by on Latest post on by

2 Replies 185 Views

2 Replies

185 Views

After Federal review, I was prompted to enter Roth end-of-year value. How do I get back to this data entry point to correct the value?

by on Latest post on by

1 Reply 282 Views

1 Reply

282 Views

Turbotax is saying my IRA contribution isn't permitted because it's greater than my earned income of "$0." Why are they saying this is my income?

by on Latest post on by

1 Reply 181 Views

1 Reply

181 Views

1099-R for $.15 - Will not allow me to enter on Turbo Tax Deluxe

by on Latest post on by

2 Replies 174 Views

2 Replies

174 Views

I have a non inherited simple IRA but it asks questions about the original owner. Do I just skip it?

by on Latest post on by

1 Reply 195 Views

1 Reply

195 Views

I had two months that were not covered with tax income credits, but the form will not allow me to proceed with 0.00 in that cell. What do I need to do to resolve?

by on Latest post on by

1 Reply 103 Views

1 Reply

103 Views

What is the basis in retirement plan?

by on Latest post on by

1 Reply 50 Views

1 Reply

50 Views

Are after-tax contributions as "Roth" within an employer 401k plan considered Roth "IRA" contributions for tax purposes?

by on Latest post on by

1 Reply 257 Views

1 Reply

257 Views

Is there a RMD if my annuity is a death benefit?

by on Latest post on by

1 Reply 189 Views

1 Reply

189 Views

Are the boxes numbered wrong on the TurboTax form W-2 G?

by on Latest post on by

1 Reply 59 Views

1 Reply

59 Views

Why am I showing a RRTA withheld but I'm not a railroad worker?

by on Latest post on by

1 Reply 73 Views

1 Reply

73 Views

Should I be reporting the contributions to my IRA/Roth IRA that were made from my paycheck? Or only contributions I've made outside of this

by on Latest post on by

1 Reply 169 Views

1 Reply

169 Views

I'm missing my form for my simple IRA, can I file without?

by on Latest post on by

1 Reply 141 Views

1 Reply

141 Views

My 1095-A shows $436.30 for box A, but $0.00 for Boxes B and C. Turbo Tax shows Box B must be greater than $0. What should I be putting for box B for Jan thru Dec 24?

by on Latest post on by

1 Reply 57 Views

1 Reply

57 Views

Husband and I (MFJ) each did a back door Roth for 2024. Have followed TT instructions explicitly several times, and it's still calculating 1 of them as taxable income.

by on Latest post on by

3 Replies 347 Views

3 Replies

347 Views

I believe your taxing my Military Retirement Pay on my State Taxes

by on Latest post on by

1 Reply 444 Views

1 Reply

444 Views

I forgot to enter my retirement penion from new york state and local employee retirement system

by on Latest post on by

1 Reply 152 Views

1 Reply

152 Views

1099-R, Box 18 locality name has a 9 character limit but my locality name is 11 characters. How do I fix this?

by on Latest post on by

1 Reply 99 Views

1 Reply

99 Views

I am entering into my tax form my info for my pension payment. I can't bypass the RMD question even though RMD does not apply to pension payments. Any help on this one?

by on Latest post on by

2 Replies 386 Views

2 Replies

386 Views

1099-R has IRA/SEP/SIMPLE

by on Latest post on by

1 Reply 138 Views

1 Reply

138 Views

I am retired military, how do I file my taxes for free

by on Latest post on by

2 Replies 329 Views

2 Replies

329 Views

Turbo Tax does not recognize my RMD for 2024. Hence I cannot continue?

by on Latest post on by

1 Reply 157 Views

1 Reply

157 Views

correct social security number

by on Latest post on by

1 Reply 177 Views

1 Reply

177 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Deluxe Online