Retirement Tax Tips and Answers | TurboTax® Support

My granddaughter's husband died last year. Before he passed away he withdrew money from his 401k. Does she qualify to claim the exemption for the 10%?

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how do i get the 1099 k form off of my income i didnt have any of that

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can I review 2020 "pension credit deduction"?

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If I pull out of my Rollover IRA, what are the penalties in Illinois? How will this affect taxes filed in 2026? What else should I know?

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I am 75 with an IRA, receiving 2025 RMD. Part of the RMD paid directly to my church. Am I correct in assuming I do not have to include this amount in my taxable income?

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Box 12 on my w-2 says D 23 539.52 What do i enter on that box.

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11 Replies 22867 Views

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What percentage should I withhold if making a withdrawal from my traditional IRA? I am 64 years of age and still employed full time.

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If my employer did not turn in my W-2 form to the IRS what do I do?

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1 Reply 890 Views

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I filed an extension, paid my taxes, but need to clear and start over

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3 Replies 2956 Views

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We never received a 1099 from Social Security. Could you please advise on what we need to do? Thank you Jack R Wood II

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I withdraw $58000 out of my 401k to purchase a house, I only received $40000.$18000 went to tax penalty and taxes.When I file my taxes will I still owe any money?

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I withdraw money from my IRA. I entered the withdrawal info found on the 1099-R, but I am stuck on the "prior year Roth IRA contributions" Where do I find this info?

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I inherited an Inheritted IRA i have to take money out every year. What would be my taxes if I took 50k. I make 47k a year

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I had part of 2024 RMD sent from Vanguard directly to IRS. Where do I enter this dollar amount sent?

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I took a withdrawal from my 401(k), which had 20% tax taken off the top. Am I still going to have to pay taxes on it at the end of the year?

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Social security took took my refund needing to see if o can get on a payment plan to pay turbo tax

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2 Replies 2740 Views

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Can you please look at my past file for my social security number

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2 Replies 2650 Views

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If my IRA goes through my employer and 401K, do I need to report it separately under deductions and credits?

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on state tax form it is requiring retirement date i am 76 and still working

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Does anyone know how to pull out of my retirement money at eighteen and not get penalized? I have Tiaa from a job I left due to relocation. I want to use it for school.

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1 Reply 1698 Views

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i only want free turbbo tax my income is SSDI SSA-1099_R-OP1

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1 Reply 2182 Views

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SSA amount is being counted at 100% and should be 85%

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1 Reply 411 Views

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411 Views

How is fixed deposit interest from india for 5 years taxed in usa? Is it after the maturity or each year end? If account is closed prematurely it accrues a penalty .

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1 Reply 4094 Views

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Where do I find the Turbo Tax Form SSA 1099 worksheet?

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4 Replies 450 Views

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I moved here from the UK in July 2024 (I am a UK citizen, but here a green card). Where should I enter my UK (retirement) pension income (received up until July 2024)?

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Texas teachers do not pay into social security. Why do I keep getting penalized on my federal return?

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

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3770 Views

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

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8 Replies 990 Views

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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?

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1 Reply 2001 Views

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2001 Views

IRS says the taxable amount of SS income is incorrect

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12 Replies 6397 Views

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Where is the substitute 1099R form

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

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

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

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Form 8606 line 2-Nondeductible contributions basis

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

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

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

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WHEN DO I ENTER MY WIFES 1099R

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

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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?

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

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

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

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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

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

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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

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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?

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

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

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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"?

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

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

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

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

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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?

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

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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

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

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

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490 Views

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

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1 Reply 352 Views

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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?

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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

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1 Reply 773 Views

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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?

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1732 Views

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

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1 Reply 549 Views

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549 Views

How to enter 1099-K

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

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1 Reply 705 Views

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Find AGI for social security

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

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1 Reply 918 Views

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918 Views

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

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489 Views

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

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1548 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?

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206 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?

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1201 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?

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2 Replies 364 Views

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

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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?

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how do I find my RMD?

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144 Views

I want to enter the income from Form 1099

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

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1984 Views

I have a 1099fedreal tax withheld

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Where do I enter early IRA withdrawl amount?

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8 Replies 587 Views

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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

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1 Reply 433 Views

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

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2 Replies 499 Views

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Where do I enter my State Income Tax withheld in deduction

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1 Reply 333 Views

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

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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?

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1 Reply 395 Views

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395 Views

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

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131 Views

where do i enter my 1099R

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1 Reply 379 Views

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379 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?

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1 Reply 481 Views

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481 Views

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

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1 Reply 134 Views

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134 Views

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

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2180 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?

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638 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?

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1 Reply 746 Views

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746 Views

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

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1 Reply 334 Views

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334 Views

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

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1 Reply 593 Views

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593 Views

why is the bailey exemption questioned on turbo tax

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0 Replies 366 Views

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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.

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1 Reply 488 Views

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488 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?

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

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

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826 Views

how to apply the bailey act

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1 Reply 159 Views

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159 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?

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1 Reply 772 Views

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

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1 Reply 193 Views

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193 Views

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

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1 Reply 99 Views

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99 Views

how to report roth ira backdoor?

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1 Reply 531 Views

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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?

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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

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

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1 Reply 1198 Views

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1198 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?

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2 Replies 3594 Views

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

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1 Reply 273 Views

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273 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?

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2 Replies 463 Views

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

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1 Reply 1673 Views

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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

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

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1 Reply 886 Views

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886 Views

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

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3 Replies 251 Views

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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?

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5 Replies 545 Views

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

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8 Replies 782 Views

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

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1 Reply 145 Views

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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.

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4 Replies 552 Views

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552 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?

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1 Reply 547 Views

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547 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?

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1 Reply 1335 Views

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1335 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!

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1 Reply 1525 Views

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1525 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?

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2 Replies 1212 Views

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1212 Views

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

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2 Replies 268 Views

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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" ?

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1 Reply 756 Views

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756 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 ?

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1 Reply 554 Views

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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?

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1777 Views

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

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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?

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

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1 Reply 135 Views

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135 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

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7 Replies 1174 Views

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1174 Views

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

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1 Reply 223 Views

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223 Views

What is form 5498

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1 Reply 205 Views

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205 Views

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

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1 Reply 189 Views

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189 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?

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1 Reply 524 Views

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524 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?-[

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0 Replies 116 Views

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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.

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1 Reply 102 Views

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102 Views

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

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1 Reply 128 Views

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128 Views

Where do i find how my total 2024 traditional IRA contributions

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1 Reply 545 Views

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545 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?

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1 Reply 256 Views

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256 Views

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

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1 Reply 111 Views

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111 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?

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1 Reply 205 Views

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205 Views

DOES CALPERS have a RMD?

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1 Reply 84 Views

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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?

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2 Replies 345 Views

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345 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?

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8 Replies 487 Views

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487 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?

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11 Replies 4982 Views

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4982 Views

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

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2 Replies 494 Views

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

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1 Reply 92 Views

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92 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.

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2 Replies 463 Views

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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.

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