Retirement Tax Tips and Answers | TurboTax® Support

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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22 Replies 7421 Views

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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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10 Replies 8370 Views

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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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24 Replies 22459 Views

24 Replies

22459 Views

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 1626 Views

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1099-R code U question

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

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4 Replies 7940 Views

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CSA-1099-R Box 5

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5 Replies 4784 Views

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4784 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 3032 Views

9 Replies

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

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2 Replies 2820 Views

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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 10399 Views

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10399 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 6879 Views

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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 1122 Views

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1122 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 6310 Views

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6310 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 2235 Views

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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 8195 Views

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8195 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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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 1591 Views

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1591 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 7739 Views

11 Replies

7739 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 3529 Views

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3529 Views

How do I fix multiple times of missing IRA RMDs?

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10 Replies 9808 Views

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

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15 Replies 6668 Views

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Why 1099-Q form increased my tax?

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5 Replies 5866 Views

5 Replies

5866 Views

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

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3 Replies 3159 Views

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3159 Views

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

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23 Replies 16625 Views

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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 6326 Views

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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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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 4387 Views

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4387 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 8056 Views

6 Replies

8056 Views

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

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13 Replies 39977 Views

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39977 Views

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

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4 Replies 5987 Views

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5987 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 4467 Views

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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 33293 Views

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

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19 Replies 28110 Views

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28110 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 31743 Views

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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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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 4617 Views

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[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 21711 Views

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21711 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 11975 Views

21 Replies

11975 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 1118 Views

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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 9080 Views

19 Replies

9080 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 17451 Views

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17451 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 6232 Views

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

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3 Replies 1000 Views

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1000 Views

After tax 401k withdrawal to Roth and traditional IRA

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7 Replies 3736 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 42322 Views

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42322 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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How is plan cost at annuity starting date determined?

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

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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 8689 Views

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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 1850 Views

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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 4953 Views

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4953 Views

Did not file form 8606 in prior years

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6 Replies 15041 Views

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15041 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 3497 Views

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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 2803 Views

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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 1105 Views

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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 3792 Views

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

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4 Replies 7505 Views

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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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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 2253 Views

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2253 Views

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

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7 Replies 4201 Views

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Offset 401k withdrawal with stock losses?

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10 Replies 13306 Views

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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 12728 Views

49 Replies

12728 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 9110 Views

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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 15496 Views

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15496 Views

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

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

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32 Replies 12710 Views

32 Replies

12710 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 922 Views

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

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3 Replies 1834 Views

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

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6 Replies 4614 Views

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

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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 14516 Views

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14516 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 20479 Views

20 Replies

20479 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 8375 Views

12 Replies

8375 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 1978 Views

4 Replies

1978 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 15363 Views

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15363 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 3762 Views

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Can I deduct IRA contributions?

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Required minimum distribution

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3 Replies 1495 Views

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1495 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 1373 Views

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1373 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 2331 Views

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2331 Views

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

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6 Replies 7360 Views

6 Replies

7360 Views

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

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8 Replies 2769 Views

8 Replies

2769 Views

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

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17 Replies 8186 Views

17 Replies

8186 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 10151 Views

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10151 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 1965 Views

4 Replies

1965 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 7926 Views

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7926 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 8153 Views

13 Replies

8153 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 4756 Views

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4756 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 3034 Views

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3034 Views

1099-R Issue TurboTax 2020

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19 Replies 10224 Views

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10224 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 1499 Views

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TSP roll over to Traditional IRA?

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3 Replies 1317 Views

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1317 Views

Where should I enter 1099 omb 1545-0112

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5 Replies 12858 Views

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12858 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 8153 Views

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8153 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 1749 Views

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Is teacher retirement benefits subject to rmd

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10 Replies 9869 Views

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9869 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 4016 Views

11 Replies

4016 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 17850 Views

17 Replies

17850 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 4294 Views

6 Replies

4294 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 2074 Views

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2074 Views

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

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6 Replies 2556 Views

6 Replies

2556 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 8525 Views

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8525 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 3663 Views

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3663 Views

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

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4 Replies 2622 Views

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

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10 Replies 28120 Views

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28120 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 2307 Views

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2307 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 2525 Views

9 Replies

2525 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 1771 Views

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1771 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 6187 Views

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6187 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 2017 Views

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2017 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 2259 Views

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2259 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 6975 Views

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6975 Views

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

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5 Replies 1719 Views

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1719 Views

How do I know what the minimum retirement age is?

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4 Replies 1976 Views

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1976 Views

Early IRA withdrawal due to disability

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4 Replies 5367 Views

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5367 Views

1099-MISC Retirement Income

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4 Replies 4466 Views

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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 2463 Views

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2463 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 5247 Views

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5247 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 2285 Views

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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 2239 Views

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2239 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 1397 Views

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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 4371 Views

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4371 Views

How to calculate MAGI with capital losses for Roth Contribution?

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3 Replies 5884 Views

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5884 Views

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

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9 Replies 14268 Views

9 Replies

14268 Views

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

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2 Replies 1148 Views

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

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13 Replies 6707 Views

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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 3407 Views

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3407 Views

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

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2 Replies 1397 Views

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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 2341 Views

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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 4639 Views

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4639 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 2466 Views

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2466 Views

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

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84 Replies 19509 Views

84 Replies

19509 Views

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

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3 Replies 2820 Views

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2820 Views

1099R imported correctly but processed on 1040 incorrectly

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13 Replies 3927 Views

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3927 Views

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

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2 Replies 1989 Views

2 Replies

1989 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 1586 Views

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1586 Views

How do I get another 1099 copy

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5 Replies 2200 Views

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2200 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 2507 Views

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2507 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 1830 Views

3 Replies

1830 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 2567 Views

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2567 Views

Is my us military retirement income taxable for north carolina

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3 Replies 1741 Views

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1741 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 1970 Views

4 Replies

1970 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 2051 Views

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

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4 Replies 8777 Views

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8777 Views

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

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3 Replies 3872 Views

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3872 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 1082 Views

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1082 Views

1099r military retirement pay MN

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3 Replies 1478 Views

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1478 Views

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

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5 Replies 2278 Views

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2278 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 1711 Views

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1711 Views

Do you have a TurboTax Online account?

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