Retirement Tax Tips and Answers | TurboTax® Support

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?

by on Latest post by

9 Replies 2305 Views

9 Replies

2305 Views

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

by on Latest post by

2 Replies 1811 Views

2 Replies

1811 Views

CSA-1099-R Box 5

by on Latest post by

4 Replies 3850 Views

4 Replies

3850 Views

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

by on Latest post by

14 Replies 8430 Views

14 Replies

8430 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?

by on Latest post on by

2 Replies 6160 Views

2 Replies

6160 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?

by on Latest post on by

2 Replies 711 Views

2 Replies

711 Views

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

by on Latest post on by

11 Replies 5321 Views

11 Replies

5321 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.

by on Latest post on by

3 Replies 1721 Views

3 Replies

1721 Views

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

by on Latest post on by

7 Replies 7044 Views

7 Replies

7044 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

by on Latest post on by

5 Replies 2284 Views

5 Replies

2284 Views

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

by on Latest post on by

4 Replies 1158 Views

4 Replies

1158 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 ?

by on Latest post on by

17 Replies 5970 Views

17 Replies

5970 Views

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

by on Latest post on by

11 Replies 6733 Views

11 Replies

6733 Views

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

by on Latest post on by

5 Replies 3007 Views

5 Replies

3007 Views

How do I fix multiple times of missing IRA RMDs?

by on Latest post on by

10 Replies 8781 Views

10 Replies

8781 Views

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

by on Latest post on by

15 Replies 5605 Views

15 Replies

5605 Views

Why 1099-Q form increased my tax?

by on Latest post on by

5 Replies 4817 Views

5 Replies

4817 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?

by on Latest post on by

22 Replies 21283 Views

22 Replies

21283 Views

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

by on Latest post on by

3 Replies 2666 Views

3 Replies

2666 Views

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

by on Latest post on by

23 Replies 14976 Views

23 Replies

14976 Views

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

by on Latest post on by

20 Replies 5675 Views

20 Replies

5675 Views

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

by on Latest post on by

3 Replies 1118 Views

3 Replies

1118 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.

by on Latest post on by

5 Replies 3835 Views

5 Replies

3835 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?

by on Latest post on by

6 Replies 6047 Views

6 Replies

6047 Views

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

by on Latest post on by

13 Replies 31416 Views

13 Replies

31416 Views

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

by on Latest post on by

4 Replies 5161 Views

4 Replies

5161 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.

by on Latest post on by

10 Replies 3764 Views

10 Replies

3764 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?

by on Latest post on by

22 Replies 26743 Views

22 Replies

26743 Views

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

by on Latest post on by

19 Replies 23792 Views

19 Replies

23792 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"?

by on Latest post on by

25 Replies 28102 Views

25 Replies

28102 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

by on Latest post on by

6 Replies 1754 Views

6 Replies

1754 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?

by on Latest post on by

3 Replies 3917 Views

3 Replies

3917 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?

by on Latest post on by

13 Replies 20158 Views

13 Replies

20158 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

by on Latest post on by

21 Replies 10345 Views

21 Replies

10345 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?

by on Latest post on by

2 Replies 881 Views

2 Replies

881 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.

by on Latest post on by

19 Replies 7706 Views

19 Replies

7706 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?

by on Latest post on by

8 Replies 15570 Views

8 Replies

15570 Views

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

by on Latest post on by

14 Replies 5027 Views

14 Replies

5027 Views

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

by on Latest post on by

3 Replies 706 Views

3 Replies

706 Views

After tax 401k withdrawal to Roth and traditional IRA

by on Latest post on by

7 Replies 3260 Views

7 Replies

3260 Views

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?

by on Latest post on by

27 Replies 35702 Views

27 Replies

35702 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?

by on Latest post on by

7 Replies 4134 Views

7 Replies

4134 Views

How is plan cost at annuity starting date determined?

by on Latest post on by

2 Replies 5126 Views

2 Replies

5126 Views

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

by on Latest post on by

2 Replies 1603 Views

2 Replies

1603 Views

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

by on Latest post on by

96 Replies 7423 Views

96 Replies

7423 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?

by on Latest post on by

5 Replies 1457 Views

5 Replies

1457 Views

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

by on Latest post on by

6 Replies 3927 Views

6 Replies

3927 Views

Did not file form 8606 in prior years

by on Latest post on by

6 Replies 13228 Views

6 Replies

13228 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?

by on Latest post on by

4 Replies 2698 Views

4 Replies

2698 Views

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

by on Latest post on by

8 Replies 2225 Views

8 Replies

2225 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?

by on Latest post on by

3 Replies 827 Views

3 Replies

827 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?

by on Latest post on by

9 Replies 3164 Views

9 Replies

3164 Views

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

by on Latest post on by

4 Replies 6424 Views

4 Replies

6424 Views

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

by on Latest post on by

5 Replies 1436 Views

5 Replies

1436 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?

by on Latest post on by

4 Replies 1748 Views

4 Replies

1748 Views

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

by on Latest post on by

7 Replies 3265 Views

7 Replies

3265 Views

Offset 401k withdrawal with stock losses?

by on Latest post on by

10 Replies 11831 Views

10 Replies

11831 Views

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

by on Latest post on by

49 Replies 11862 Views

49 Replies

11862 Views

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

by on Latest post on by

5 Replies 7035 Views

5 Replies

7035 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?

by on Latest post on by

8 Replies 13461 Views

8 Replies

13461 Views

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

by on Latest post on by

3 Replies 1692 Views

3 Replies

1692 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?

by on Latest post on by

3 Replies 736 Views

3 Replies

736 Views

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

by on Latest post on by

32 Replies 11250 Views

32 Replies

11250 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?

by on Latest post on by

2 Replies 731 Views

2 Replies

731 Views

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

by on Latest post on by

3 Replies 1619 Views

3 Replies

1619 Views

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

by on Latest post on by

6 Replies 3840 Views

6 Replies

3840 Views

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

by on Latest post on by

6 Replies 2551 Views

6 Replies

2551 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.

by on Latest post on by

109 Replies 13405 Views

109 Replies

13405 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?

by on Latest post on by

20 Replies 18203 Views

20 Replies

18203 Views

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

by on Latest post on by

12 Replies 7384 Views

12 Replies

7384 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?

by on Latest post on by

4 Replies 1554 Views

4 Replies

1554 Views

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

by on Latest post on by

7 Replies 13079 Views

7 Replies

13079 Views

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

by on Latest post on by

8 Replies 3200 Views

8 Replies

3200 Views

Can I deduct IRA contributions?

by on Latest post on by

10 Replies 2869 Views

10 Replies

2869 Views

Required minimum distribution

by on Latest post on by

3 Replies 1284 Views

3 Replies

1284 Views

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

by on Latest post on by

7 Replies 7262 Views

7 Replies

7262 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?

by on Latest post on by

3 Replies 1139 Views

3 Replies

1139 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?

by on Latest post on by

5 Replies 1882 Views

5 Replies

1882 Views

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

by on Latest post on by

6 Replies 6387 Views

6 Replies

6387 Views

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

by on Latest post on by

8 Replies 2188 Views

8 Replies

2188 Views

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

by on Latest post on by

17 Replies 7118 Views

17 Replies

7118 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.

by on Latest post on by

3 Replies 7571 Views

3 Replies

7571 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?

by on Latest post on by

4 Replies 1645 Views

4 Replies

1645 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.

by on Latest post on by

4 Replies 6995 Views

4 Replies

6995 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?

by on Latest post on by

13 Replies 6882 Views

13 Replies

6882 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 .

by on Latest post on by

8 Replies 3962 Views

8 Replies

3962 Views

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

by on Latest post on by

10 Replies 2578 Views

10 Replies

2578 Views

1099-R Issue TurboTax 2020

by on Latest post on by

19 Replies 9366 Views

19 Replies

9366 Views

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

by on Latest post on by

2 Replies 1197 Views

2 Replies

1197 Views

TSP roll over to Traditional IRA?

by on Latest post on by

3 Replies 1049 Views

3 Replies

1049 Views

Where should I enter 1099 omb 1545-0112

by on Latest post on by

5 Replies 11258 Views

5 Replies

11258 Views

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

by on Latest post on by

5 Replies 7511 Views

5 Replies

7511 Views

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

by on Latest post on by

4 Replies 1465 Views

4 Replies

1465 Views

Is teacher retirement benefits subject to rmd

by on Latest post on by

10 Replies 7641 Views

10 Replies

7641 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?

by on Latest post on by

11 Replies 3326 Views

11 Replies

3326 Views

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

by on Latest post on by

17 Replies 15923 Views

17 Replies

15923 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"

by on Latest post on by

6 Replies 3795 Views

6 Replies

3795 Views

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

by on Latest post on by

2 Replies 1809 Views

2 Replies

1809 Views

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

by on Latest post on by

6 Replies 2013 Views

6 Replies

2013 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?

by on Latest post on by

4 Replies 6940 Views

4 Replies

6940 Views

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

by on Latest post on by

3 Replies 3345 Views

3 Replies

3345 Views

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

by on Latest post on by

4 Replies 2150 Views

4 Replies

2150 Views

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

by on Latest post on by

10 Replies 25067 Views

10 Replies

25067 Views

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

by on Latest post on by

3 Replies 1920 Views

3 Replies

1920 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?

by on Latest post on by

9 Replies 2066 Views

9 Replies

2066 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?

by on Latest post on by

3 Replies 1515 Views

3 Replies

1515 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?

by on Latest post on by

9 Replies 5629 Views

9 Replies

5629 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.

by on Latest post on by

3 Replies 1648 Views

3 Replies

1648 Views

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

by on Latest post on by

2 Replies 1507 Views

2 Replies

1507 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.

by on Latest post on by

20 Replies 6205 Views

20 Replies

6205 Views

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

by on Latest post on by

5 Replies 1342 Views

5 Replies

1342 Views

How do I know what the minimum retirement age is?

by on Latest post on by

4 Replies 1584 Views

4 Replies

1584 Views

Early IRA withdrawal due to disability

by on Latest post on by

4 Replies 4485 Views

4 Replies

4485 Views

1099-MISC Retirement Income

by on Latest post on by

4 Replies 3788 Views

4 Replies

3788 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?

by on Latest post on by

2 Replies 2177 Views

2 Replies

2177 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?

by on Latest post on by

7 Replies 4775 Views

7 Replies

4775 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?

by on Latest post on by

4 Replies 1926 Views

4 Replies

1926 Views

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

by on Latest post on by

2 Replies 1911 Views

2 Replies

1911 Views

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

by on Latest post on by

3 Replies 1071 Views

3 Replies

1071 Views

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

by on Latest post on by

7 Replies 3668 Views

7 Replies

3668 Views

How to calculate MAGI with capital losses for Roth Contribution?

by on Latest post on by

3 Replies 5188 Views

3 Replies

5188 Views

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

by on Latest post on by

9 Replies 13370 Views

9 Replies

13370 Views

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

by on Latest post on by

2 Replies 956 Views

2 Replies

956 Views

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

by on Latest post on by

13 Replies 5763 Views

13 Replies

5763 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?

by on Latest post on by

3 Replies 2571 Views

3 Replies

2571 Views

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

by on Latest post on by

2 Replies 1074 Views

2 Replies

1074 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?

by on Latest post on by

5 Replies 1809 Views

5 Replies

1809 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.

by on Latest post on by

16 Replies 3856 Views

16 Replies

3856 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?

by on Latest post on by

5 Replies 2066 Views

5 Replies

2066 Views

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

by on Latest post on by

84 Replies 18318 Views

84 Replies

18318 Views

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

by on Latest post on by

3 Replies 2554 Views

3 Replies

2554 Views

1099R imported correctly but processed on 1040 incorrectly

by on Latest post on by

13 Replies 3297 Views

13 Replies

3297 Views

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

by on Latest post on by

2 Replies 1709 Views

2 Replies

1709 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?

by on Latest post on by

4 Replies 1261 Views

4 Replies

1261 Views

How do I get another 1099 copy

by on Latest post on by

5 Replies 1792 Views

5 Replies

1792 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?

by on Latest post on by

2 Replies 2211 Views

2 Replies

2211 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?

by on Latest post on by

3 Replies 1588 Views

3 Replies

1588 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).

by on Latest post on by

4 Replies 2186 Views

4 Replies

2186 Views

Is my us military retirement income taxable for north carolina

by on Latest post on by

3 Replies 1430 Views

3 Replies

1430 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?

by on Latest post on by

4 Replies 1678 Views

4 Replies

1678 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?

by on Latest post on by

2 Replies 1647 Views

2 Replies

1647 Views

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

by on Latest post on by

4 Replies 7337 Views

4 Replies

7337 Views

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

by on Latest post on by

3 Replies 3303 Views

3 Replies

3303 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?

by on Latest post on by

2 Replies 855 Views

2 Replies

855 Views

1099r military retirement pay MN

by on Latest post on by

3 Replies 1243 Views

3 Replies

1243 Views

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

by on Latest post on by

5 Replies 1865 Views

5 Replies

1865 Views

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

by on Latest post on by

4 Replies 1468 Views

4 Replies

1468 Views

Why do I show a QBI deduction but have no business income? I am totally retired. No 1099-MISC.

by on Latest post on by

3 Replies 2298 Views

3 Replies

2298 Views

Are financial advisor fees for producing income but withdrawn out of an IRA account a deduction?

by on Latest post on by

2 Replies 1463 Views

2 Replies

1463 Views

I am 70.5 years old, but still working and contributing to my defined benefit plan and 401K. Do I need to take distributions if still working?

by on Latest post on by

3 Replies 1185 Views

3 Replies

1185 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Deluxe Windows