Retirement Tax Tips and Answers | TurboTax® Support

Contribution to PERS after taxes

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How do I handle dividend income for an inherited account accrued between the time of death and taking possession of the account?

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2 Replies 4000 Views

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4000 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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22 Replies 8755 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 9762 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 23466 Views

24 Replies

23466 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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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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CSA-1099-R Box 5

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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 3622 Views

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

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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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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 7720 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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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 7207 Views

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7207 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 2683 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 8992 Views

7 Replies

8992 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 3515 Views

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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 1971 Views

4 Replies

1971 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 8618 Views

11 Replies

8618 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 4166 Views

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How do I fix multiple times of missing IRA RMDs?

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

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15 Replies 8111 Views

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Why 1099-Q form increased my tax?

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5 Replies 6616 Views

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

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

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23 Replies 18923 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 7393 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 4817 Views

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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 9252 Views

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9252 Views

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

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13 Replies 43043 Views

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

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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 5213 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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How is 1099R Income to be reported on PA State Returns?

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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 33898 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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[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 22983 Views

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22983 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 13464 Views

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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 1374 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 10200 Views

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

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14 Replies 7165 Views

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

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After tax 401k withdrawal to Roth and traditional IRA

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7 Replies 4387 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 45304 Views

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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 9908 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 2235 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 6340 Views

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6340 Views

Did not file form 8606 in prior years

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6 Replies 16479 Views

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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 4083 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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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 1422 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 4469 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 8000 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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How can I get TT to treat 1099-G Taxable grant as earned income

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Offset 401k withdrawal with stock losses?

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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 13689 Views

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13689 Views

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

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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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17117 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 14438 Views

32 Replies

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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 1179 Views

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

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

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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 15700 Views

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15700 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 24018 Views

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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 9446 Views

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9446 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 2362 Views

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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 17482 Views

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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 4524 Views

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Can I deduct IRA contributions?

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Required minimum distribution

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3 Replies 1725 Views

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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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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 2773 Views

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

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6 Replies 8186 Views

6 Replies

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

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

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17 Replies 9186 Views

17 Replies

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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 11078 Views

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11078 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 2354 Views

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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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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 9494 Views

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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 5391 Views

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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 3566 Views

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1099-R Issue TurboTax 2020

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19 Replies 11150 Views

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11150 Views

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

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TSP roll over to Traditional IRA?

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3 Replies 1576 Views

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Where should I enter 1099 omb 1545-0112

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13596 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 8710 Views

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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 2054 Views

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2054 Views

Is teacher retirement benefits subject to rmd

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10 Replies 11121 Views

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11121 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 4854 Views

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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 19123 Views

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19123 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 4870 Views

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4870 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 2296 Views

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

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6 Replies 2975 Views

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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 9295 Views

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9295 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 4128 Views

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4128 Views

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

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4 Replies 3181 Views

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3181 Views

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

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30359 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 2648 Views

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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 2993 Views

9 Replies

2993 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 2009 Views

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2009 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 6827 Views

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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 2327 Views

3 Replies

2327 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 3515 Views

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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 7967 Views

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7967 Views

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

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5 Replies 2204 Views

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How do I know what the minimum retirement age is?

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4 Replies 2361 Views

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Early IRA withdrawal due to disability

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4 Replies 6113 Views

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1099-MISC Retirement Income

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4 Replies 5075 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 2828 Views

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2828 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 5890 Views

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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 2766 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 2511 Views

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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 1723 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 4919 Views

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How to calculate MAGI with capital losses for Roth Contribution?

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3 Replies 7042 Views

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

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9 Replies 15250 Views

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15250 Views

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

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2 Replies 1389 Views

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

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13 Replies 7907 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 3820 Views

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

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2 Replies 1659 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 2835 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 5729 Views

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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 2889 Views

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2889 Views

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

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84 Replies 20673 Views

84 Replies

20673 Views

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

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3 Replies 3109 Views

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3109 Views

1099R imported correctly but processed on 1040 incorrectly

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13 Replies 4686 Views

13 Replies

4686 Views

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

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2 Replies 2388 Views

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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 2114 Views

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2114 Views

How do I get another 1099 copy

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5 Replies 2612 Views

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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 2853 Views

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2853 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 2108 Views

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2108 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 3015 Views

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Is my us military retirement income taxable for north carolina

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3 Replies 2060 Views

3 Replies

2060 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

2306 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 2432 Views

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2432 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 10289 Views

4 Replies

10289 Views

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

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3 Replies 4248 Views

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4248 Views

Do you have a TurboTax Online account?

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