Retirement Tax Tips and Answers | TurboTax® Support

GA retirement exclusion needs to allocate income between taxpayer & spouse. Taxable joint accounts report my SSN. Is 100% me for exclusion or 50-50 because joint account?

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5 Replies 1380 Views

5 Replies

1380 Views

How do i get rid of error message on Payer Federal ID number on 1099 R since no number exists because its a Canadian pension payer ?

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18 Replies 6532 Views

18 Replies

6532 Views

1099-R code U question

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9 Replies 7775 Views

9 Replies

7775 Views

Should IRA distributions be included as income for Obamacare tax credit calculation?

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4 Replies 7073 Views

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CSA-1099-R Box 5

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5 Replies 4306 Views

5 Replies

4306 Views

My husband gets a Pension payment each month from the Teamsters. It is not a 401K, or IRA. We have taxes taken out before we receive it. Is this considered a RMD?

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9 Replies 2588 Views

9 Replies

2588 Views

Where do i find the state type code from a pension 1099r?

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2 Replies 2212 Views

2 Replies

2212 Views

What is the pension and annuity income exclusion on Colorado state tax return? I don't know how this affects me.

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14 Replies 9121 Views

14 Replies

9121 Views

1.Do my heirs take my Master Limited Partnerships [ETP] held in regular accounts with a stepped up basis without the need to repay deferred distributions upon my death?

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2 Replies 6366 Views

2 Replies

6366 Views

How do i determine how much to allocate to spouse and myself for the Georgia retirement exclusion? He is over 62 and i am not. Can i allocate it all to him?

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2 Replies 846 Views

2 Replies

846 Views

How do I find the Payer's Federal ID number for United Kingdom Department of Pensions and Overseas Benefits?

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11 Replies 5649 Views

11 Replies

5649 Views

How to enter German pension income? Canadian & German pensions have special treatment. TT allows Canadian, but not German. Filing 1099-R is not correct.

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3 Replies 1903 Views

3 Replies

1903 Views

Puerto rico 4807c. Im a retired school teacher and I got a 480.7c form, where do I input this information?

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7 Replies 7574 Views

7 Replies

7574 Views

Is my pension (retirement/social security money) I received from foreign country (FRANCE) taxable (I mean is considered as income and have to declare for California

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5 Replies 2479 Views

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2479 Views

On a 1099R form that was a 401K plan the IRA/SEP/SIMPLE box is not checked. Is that correct?

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4 Replies 1325 Views

4 Replies

1325 Views

How do you stop TurboTax from taxing a Roth Backdoor IRA in the State of New Jersey tax return?

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11 Replies 7145 Views

11 Replies

7145 Views

Can a retired public service employee (firefighter) withdraw money from an IRA prior to age 59 1/2 without paying a 10% penalty?

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5 Replies 3185 Views

5 Replies

3185 Views

How do I fix multiple times of missing IRA RMDs?

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10 Replies 9118 Views

10 Replies

9118 Views

IHSS W-2 income is exempt from tax, making Roth IRA contribution excess contribution.

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15 Replies 6022 Views

15 Replies

6022 Views

Why 1099-Q form increased my tax?

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5 Replies 5305 Views

5 Replies

5305 Views

1098 T and 1099 Q - Do I include the 1098 T and 1099 Q on my children's tax returns or on my tax return? or on both?

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22 Replies 21681 Views

22 Replies

21681 Views

What version of turbotax do i need to report taxable income (1099-R?) from an IRA distribution?

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3 Replies 2870 Views

3 Replies

2870 Views

How is the RMD calculated for an IRA annuity with a Lifetime Income Rider?

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23 Replies 15636 Views

23 Replies

15636 Views

Where do I enter the QCDs total I contributed to charities from my IRA as part of my Required Minimum Distribution?

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20 Replies 5917 Views

20 Replies

5917 Views

What do you enter as youngest retirement age for a form csa 1099r from opm for disability if you are retired from military

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3 Replies 1207 Views

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1207 Views

Adjustment necessary on Georgia State Tax return per a Turbo tax state review. The amount that has to be adjusted equals the taxable portion of our Social Security.

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5 Replies 4031 Views

5 Replies

4031 Views

I received Form 1099-R that shows distribution code "D4". I can only enter either "D" or "4" but not the "D4" in Turbo Tax. What should I enter?

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6 Replies 7195 Views

6 Replies

7195 Views

The IRS/SEP/SIMPLE box on my 1099-R form is checked Y. What does this mean?

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13 Replies 36144 Views

13 Replies

36144 Views

What does it mean, enter the value of your roth ira

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4 Replies 5481 Views

4 Replies

5481 Views

1099r error state tax withheld preventing efile - correctly entered amount in box 12. Amount is 10% of gross distribution. why error? won't let me efile. help.

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10 Replies 4003 Views

10 Replies

4003 Views

Is FLI, which is listed on the second line of Box17, a deductible NJ Income Tax, or a secondary tax which should have been listed in Box14?

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22 Replies 29766 Views

22 Replies

29766 Views

How is 1099R Income to be reported on PA State Returns?

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19 Replies 26109 Views

19 Replies

26109 Views

Aren't HSA contributions pretax? Why does my refund drop by $1500 when I input $4000 on form W-2 box 12 code W "Employer contributions to Health Savings Account"?

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25 Replies 29742 Views

25 Replies

29742 Views

Deductions to a charitable organization from a required RMD account...is this both not counted as income and still able to deduct as a contrbution

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6 Replies 1870 Views

6 Replies

1870 Views

State (GA) tax form line 7f asks for teachers retirement contribution already taxed by Georgia. Where do I find that amount to enter it on the form?

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3 Replies 4200 Views

3 Replies

4200 Views

[Tax Year 2019] I received a 1099 c form for my deceased husband. He passed away in 2016. I am not planning to file a tax return for him this year. What do I do with this information?

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13 Replies 20867 Views

13 Replies

20867 Views

The distribution code H on my 1099R for a Roth 401k rollover, doesn't match the TT code H. 1099 says H=Direct rollover of designated Roth account distribution to Roth IRA

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21 Replies 11115 Views

21 Replies

11115 Views

Can an adjustment be made to delete the double taxation of Medicare Part B premium that is reimbursed in part by California's state employee retirement system?

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2 Replies 970 Views

2 Replies

970 Views

Why does Turbo Tax ask for the total of all my Traditional IRA accounts? I am under age 60 and not making withdrawals, so there should be no need for this information.

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19 Replies 8358 Views

19 Replies

8358 Views

Do I need to enter the SSA-1099 deceased beneficiary O/A/O information on my return? This was taxed as part of my mother's estate. If so, how do I zero out taxes due?

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8 Replies 16611 Views

8 Replies

16611 Views

How can i determine what my Georgia teacher retirement adjustment should be for taxed contributions between 1987-1989?

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14 Replies 5534 Views

14 Replies

5534 Views

The program is counting my pension twice.What am I doing wrong

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3 Replies 798 Views

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After tax 401k withdrawal to Roth and traditional IRA

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7 Replies 3443 Views

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I have a traditional IRA rollover but did not receive a 1099R to report it. How do I handle this? Where exactly in the program is this handled?

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27 Replies 40000 Views

27 Replies

40000 Views

I have a 1099-r and am filing in Massachusetts. Box 12 (State tax withheld) says NON-TAXABLE. But it shows up as taxable on my state return. How can i correct this?

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7 Replies 4583 Views

7 Replies

4583 Views

How is plan cost at annuity starting date determined?

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2 Replies 5327 Views

2 Replies

5327 Views

Should I declare social security pension on both US and Canadian tax returns?

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2 Replies 1812 Views

2 Replies

1812 Views

One of my 1099-R amounts is not being added to line 4a of the Federal Form 1040. Line 4b is correct.

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96 Replies 7816 Views

96 Replies

7816 Views

Should my sister and I each report half of the 1099-G state refund received by our deceased mother’s estate (which we've inherited), and how do we do that in TurboTax?

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5 Replies 1581 Views

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1581 Views

Where do I enter my annual college 529 contributions? Connecticut lets married couples deduct up to $10,000 of such contributions from AGI.

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6 Replies 4440 Views

6 Replies

4440 Views

Did not file form 8606 in prior years

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6 Replies 14010 Views

6 Replies

14010 Views

I made direct contributions from my IRA to charities but my 1099-R shows gross distributions without noting the contributions. What do I do?

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4 Replies 3125 Views

4 Replies

3125 Views

Csa 1099r How do I answer was pension received before minimum retirement age if I reached that age during the tax year

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8 Replies 2403 Views

8 Replies

2403 Views

In the first box it ask for my employer's Federal ID#. I'm retired and have no employer. I do not have a W-2 Form. What do I do?

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3 Replies 914 Views

3 Replies

914 Views

Have three 1099 s for custodial accounts. How do I not pay tax on these? They are set up with the children's SS#'s. Do I ignore the 1099 s?

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9 Replies 3395 Views

9 Replies

3395 Views

How do I report income from Canada Pension form NR4? The fields are different from a 1099R.

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4 Replies 6963 Views

4 Replies

6963 Views

Do I still have to file Colorado State Tax forms, if all of my income is retirement( Social Security, 401K and Pension)?

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5 Replies 1543 Views

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1543 Views

I received a distribution from a trust . I received a K-!, form 1041 as the trust beneficiary. Where do I report a nondividend distribution that is a return of capital?

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4 Replies 1932 Views

4 Replies

1932 Views

How can I get TT to treat 1099-G Taxable grant as earned income

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7 Replies 3608 Views

7 Replies

3608 Views

Offset 401k withdrawal with stock losses?

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10 Replies 12350 Views

10 Replies

12350 Views

Excess Roth IRA contribution made in 2017 and withdrawn before filing in 2018. When and how do I pay taxes on any earnings?

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49 Replies 12167 Views

49 Replies

12167 Views

Turbo Tax's handling of the 1099-SA distribution code 2 (HSA excessive contribution withdrawal) is causing me confusion!

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5 Replies 8136 Views

5 Replies

8136 Views

My 1099-R has a box 7 Code G and a taxable amount however the taxable amount will not transfer to the 1040 and I don't know what to do?

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8 Replies 14611 Views

8 Replies

14611 Views

How do i figure the georgia retirement exclusion between myself and my wife

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3 Replies 1879 Views

3 Replies

1879 Views

I am reimbursed for part of the cost of part of the Medicare Part B premium on my Social Security payments. How do I report that?

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3 Replies 835 Views

3 Replies

835 Views

Ira distribution on 1099-r is not shown on form 1040, line 4a

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32 Replies 11719 Views

32 Replies

11719 Views

Filed Fed elect. and got rejected no error code. Missing information IRA withdrawal. Turbo Tax finds no errors. Do forms with IRA withdrawals have to be mailed in?

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2 Replies 801 Views

2 Replies

801 Views

How do get Form 1099-LTC in My Turbo Tax ???? it not in my TurboTax.....

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3 Replies 1704 Views

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1704 Views

I’m trying to locate Maryland’s Form 502R retirement deductions

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6 Replies 4087 Views

6 Replies

4087 Views

Pension retirement exclusion: can i get info re nj retirement/pension exclusion?

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6 Replies 2679 Views

6 Replies

2679 Views

Pensions not included in 1040 Line 4a? But is included in Line 4b. Line 4b should not be > 4a. Line 4a should be all 1099-R B1, Line 4b sum of Box 2a.

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109 Replies 13769 Views

109 Replies

13769 Views

Does a check from my IRA checking account to a charity meet the Pub 590-B requirement that it was "made directly by the trustee of your IRA" so it qualifies as a QCD?

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20 Replies 19047 Views

20 Replies

19047 Views

My pension has been designated as tax exempt housing allowance. How do I enter the excess over actual housing costs?

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12 Replies 7709 Views

12 Replies

7709 Views

For non-spouse heir of inherited IRA from 77-yr-old, TurboTax shows additional 10% due on distributions. IRA rules state no additional tax is due. What's right?

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4 Replies 1682 Views

4 Replies

1682 Views

Is my UK state pension (social security) exempt from US taxes because of the US-UK tax treaty Article 17?

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7 Replies 14133 Views

7 Replies

14133 Views

Enter RMD data but line 1040-4a only shows Pension data, not the sum of Pension and RMD data..

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8 Replies 3377 Views

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3377 Views

Can I deduct IRA contributions?

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10 Replies 3022 Views

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3022 Views

Required minimum distribution

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3 Replies 1356 Views

3 Replies

1356 Views

Should I be paying state tax on my federal thrift savings plan distribution. If so how would I go about it?

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7 Replies 7648 Views

7 Replies

7648 Views

I want to claim taxes paid on foreign pension income. Do I report the income again on this form when it was already reported in income section?

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3 Replies 1225 Views

3 Replies

1225 Views

I have one 1099-R which is the total of an IRA (partial) to a Roth IRA and a distribution to me. Do I need to break this into the two parts?

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5 Replies 2003 Views

5 Replies

2003 Views

How do I file a substitute 1099R using Form 4852?

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6 Replies 6792 Views

6 Replies

6792 Views

Will inherited IRA RMA's effect retirement savings contribution credit?

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8 Replies 2351 Views

8 Replies

2351 Views

Where do we enter Voluntary Federal Income Tax Withheld on Form SSA-1099?

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17 Replies 7610 Views

17 Replies

7610 Views

I am not sure what to enter in box 14. I work for the railroad so I have railroad retirement. My W-2 has my RRTA compensation and taxes.

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3 Replies 8930 Views

3 Replies

8930 Views

Will I have to pay a penalty for underpayment? I didn't know I was going to sell those stocks at the beginning of the year. why am I being penalized?

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4 Replies 1770 Views

4 Replies

1770 Views

Can a retired Federal employee deduct cost of Federal health insurance somewhere on his tax return? It used to be deducted from wages (Box 1 of Form W-2) when employed.

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4 Replies 7410 Views

4 Replies

7410 Views

Do I need to pay MA state taxes on distributions from a 403B, that have previously been taxed by NJ at the time of contribution to the 403B?

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13 Replies 7329 Views

13 Replies

7329 Views

The total of tax exempt interest income on my 1099-int forms is more that what turbo tax is showing on form 1040 line 2a .

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8 Replies 4233 Views

8 Replies

4233 Views

After checking return i am asked for w-2 address and zip. I am retired and have not w2

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10 Replies 2738 Views

10 Replies

2738 Views

1099-R Issue TurboTax 2020

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19 Replies 9672 Views

19 Replies

9672 Views

Must a 401k elective contribution from a partnership be shown on BOTH line 6a and 6b of the worksheet?

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2 Replies 1290 Views

2 Replies

1290 Views

TSP roll over to Traditional IRA?

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3 Replies 1160 Views

3 Replies

1160 Views

Where should I enter 1099 omb 1545-0112

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5 Replies 12129 Views

5 Replies

12129 Views

How do i know if i have a defined benefit retirement plan to be taxed by the state of Alabama

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5 Replies 7772 Views

5 Replies

7772 Views

I have a form 1099r for my minimum required distribution from my IRA. Which distribution code do I use in box 7 ?

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4 Replies 1557 Views

4 Replies

1557 Views

Is teacher retirement benefits subject to rmd

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10 Replies 8684 Views

10 Replies

8684 Views

Rollover (Rollback): Moved $ out of ira and within 60 days rolled $500 back. Where in TTax information entered? Fidelity only gave me a 5498 which is useless in TTax?

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11 Replies 3557 Views

11 Replies

3557 Views

1099-r the taxable amount is blank and the taxable amount not determined is checked what is my taxable amount

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17 Replies 16924 Views

17 Replies

16924 Views

"We are having difficulty recognizing the data you are sending. Please try again. - 601ERRV:?, RT_11 - ?:? - SiteEFFee in RT doesn't match OPR total: 4499 vs 6998"

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6 Replies 3956 Views

6 Replies

3956 Views

Do we enter Oregon College Savings Plan contributions made in 2018 before April 15, 2018 into the 2017 box?

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2 Replies 1889 Views

2 Replies

1889 Views

Missing box 7 on the Turbotax RRB-1099-r tax form

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6 Replies 2230 Views

6 Replies

2230 Views

Does Turbotax Deluxe have the 1099-B form? If not which version of Turbotax should I use? Also, do I really need to report $20.88 from the 1099-B?

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4 Replies 7885 Views

4 Replies

7885 Views

We get a rebate of Medicare premiums paid as part of my retirement package. How do we report the $900 received?

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3 Replies 3456 Views

3 Replies

3456 Views

I thought that the state of michigan did not tax pensions and retirement income

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4 Replies 2305 Views

4 Replies

2305 Views

Is a 1099-R with box 7 code 1M taxable?

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10 Replies 26707 Views

10 Replies

26707 Views

I receive a pension from the state of Michigan. How do I know if this is SSA exempt?

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3 Replies 2088 Views

3 Replies

2088 Views

Why was I not given credit for my rollover partial return (within 60 days) to my IRA when I even entered in the net amount for box 2a on the 1099-R?

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9 Replies 2238 Views

9 Replies

2238 Views

My military retirement keeps being taxed on my Louisiana state tax program. How can I get it to be tax exempt as it should be?

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3 Replies 1603 Views

3 Replies

1603 Views

For an IRA distribution for a Qualified Charitable organization what should be expected for box 2a and box 2b on the Form 1099-R?

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9 Replies 5839 Views

9 Replies

5839 Views

I believe my MA Income of my Pension(43,000.) was listed as "Taxable " instead of NON-Taxable as reported on my1099-R Form in Box #12.

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3 Replies 1767 Views

3 Replies

1767 Views

Why is my NY state return showing taxes owed on my SS benefits? NYS does not tax NYS or Federal pensions

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2 Replies 1793 Views

2 Replies

1793 Views

How do I put an entry in line 15a? I made a QCD from and RMD and am unable to override in line 15a.

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20 Replies 6443 Views

20 Replies

6443 Views

Are IRA RMD distributions allowed to go to a charity instead of to the IRS?

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5 Replies 1457 Views

5 Replies

1457 Views

How do I know what the minimum retirement age is?

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4 Replies 1703 Views

4 Replies

1703 Views

Early IRA withdrawal due to disability

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4 Replies 4773 Views

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4773 Views

1099-MISC Retirement Income

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4 Replies 4130 Views

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4130 Views

For covered california ins what income do I use? from IRS form 1040 line 22, total income, or line 37, adjusted gross income or line 43, taxable income?

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2 Replies 2264 Views

2 Replies

2264 Views

In 2016 I repaid a salary amount of $3,332 reported as income in a prior year. Can I deduct the amount repaid from my income when I file my 2016 tax return?

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7 Replies 4935 Views

7 Replies

4935 Views

In order for QCDs to count as part of my RMD and reduce my AGI do they have to be executed BEFORE any funds are taken from the IRA for personal use?

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4 Replies 2042 Views

4 Replies

2042 Views

Alabama Teachers Retirement is not taxable by State of AL but turbo tax Is not excluding it how do I correct this

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2 Replies 2039 Views

2 Replies

2039 Views

My New York state pension in exempt on my ny taxes but the amount rolls over from my federal as taxable in NY

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3 Replies 1158 Views

3 Replies

1158 Views

How do I record correctly a rollover from 401k to IRA? I received both a 1099-r and 5498.

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7 Replies 3935 Views

7 Replies

3935 Views

How to calculate MAGI with capital losses for Roth Contribution?

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3 Replies 5445 Views

3 Replies

5445 Views

How to enter 1099R (401k rollover to roth IRA) and not get taxed?

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9 Replies 13656 Views

9 Replies

13656 Views

Do I include 2018 401k excess deferral tax withholdings in the 2018 or 2019 tax return?

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2 Replies 1022 Views

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1022 Views

Is NIA from removal of excess Roth IRA taxable 2016 or 2017?

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13 Replies 6068 Views

13 Replies

6068 Views

Box 5 of my csa 1099-r only has one number in it, but TT is asking how much of it is health insurance. Is there something I'm missing?

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3 Replies 3012 Views

3 Replies

3012 Views

Why can't I leave From 1099-R Box 12a blank?

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2 Replies 1164 Views

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1164 Views

Can a qualifying relative as a dependent still be claimed it they received an inherited IRA distribution of $10,350 and no other income?

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5 Replies 1951 Views

5 Replies

1951 Views

I withdrew money from Tax Shelter Annuity and deposited into Roth IRA. I have 1099-R on income. Do I also show it as a deposit to Roth IRA? No taxes were withheld.

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16 Replies 4158 Views

16 Replies

4158 Views

I transferred funds from a 401K with pre tax and after tax money to an IRA and Roth IRA for the after tax. TT is showing the Roth transfer taxable. Is this correct?

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5 Replies 2203 Views

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2203 Views

Excess 401K contribution, withdrawn, W2 correction? need Taxreturns help

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84 Replies 18799 Views

84 Replies

18799 Views

Do all Turbo Tax versions permit the manual entry of data from 1099 forms?

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3 Replies 2650 Views

3 Replies

2650 Views

1099R imported correctly but processed on 1040 incorrectly

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13 Replies 3536 Views

13 Replies

3536 Views

;why are social security non taxabale funds included in total income?

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2 Replies 1801 Views

2 Replies

1801 Views

I have put my miles for doctor visits, etc. in the supporting detail box and it still shows 0 on the form. Why is the box not transferring my total to the form?

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4 Replies 1387 Views

4 Replies

1387 Views

How do I get another 1099 copy

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5 Replies 1905 Views

5 Replies

1905 Views

TurboTax says I owe taxes on funds I received from a Roth IRA but the funds I received were from my regular contributions & should not be taxed. How do I work around it?

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2 Replies 2336 Views

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2336 Views

I took a withdrawal from my 401K after the age of 591/2. However whenever I check the no box I didn't take the money before 591/2, it defaults to the yes box?

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3 Replies 1677 Views

3 Replies

1677 Views

How do I report a 2018 excess Roth IRA contribution withdrawn in 2019? I can't input values in Form 1040 lines 4a/4b (Form 8606 instructions).

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4 Replies 2320 Views

4 Replies

2320 Views

Is my us military retirement income taxable for north carolina

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3 Replies 1524 Views

3 Replies

1524 Views

Spousal support payments are made to my ex-wife out of my retirement before the balance is paid to me. Do those payments qualify as an alimony paid deduction?

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4 Replies 1772 Views

4 Replies

1772 Views

Foreign pension income under Misc Inc. has a neg consequence on state income tax if pension income is excluded (e.g. MD). Can all 9's tax ID for self 1099-R be restored?

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2 Replies 1802 Views

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1802 Views

If I have a net loss in my self-employment, can I still contribute to a Roth IRA?

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4 Replies 7864 Views

4 Replies

7864 Views

Is my retirement income from OPM (civilian government employee) a qualified retirement plan?

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3 Replies 3581 Views

3 Replies

3581 Views

If I receive a K1 with a distribution for a LLC that is in my IRA do I need to report it on my tax return?

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2 Replies 925 Views

2 Replies

925 Views

1099r military retirement pay MN

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3 Replies 1326 Views

3 Replies

1326 Views

Tax check requires entering W-2 State and zip although I'm retired. No wages.

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5 Replies 1987 Views

5 Replies

1987 Views

Got 2 1099-R for a thrift savings plan which was rolled over into IRA how do I record them?

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4 Replies 1561 Views

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1561 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Deluxe Windows