Retirement Tax Tips and Answers | TurboTax® Support

How does the 1099R affect your taxes? Do you get more back? If your gross amount is over 1000.00 and the taxable amount in 2a says 0.00.

by on Latest post on by

28 Replies 20186 Views

28 Replies

20186 Views

What does it mean if you have an X in box 13 statutory retirement third party

by on Latest post on by

6 Replies 9651 Views

6 Replies

9651 Views

Can you claim 401k withdrawals as income on your tax return and if yes, which is the form do you use to file that income?

by on Latest post on by

6 Replies 11521 Views

6 Replies

11521 Views

Roth IRA funding 2019

by on Latest post on by

1 Reply 668 Views

1 Reply

668 Views

Can failure to file the 8843 form on time as an F-1 student affect my chances to apply for permanent status ?

by on Latest post on by

1 Reply 1051 Views

1 Reply

1051 Views

Can I file HOH?. My mother lives with me and I pay more than 50%. My question is around her income. She gets social security (10,700) and $1200 alimony annually.

by on Latest post on by

1 Reply 1364 Views

1 Reply

1364 Views

How do i file 1099-r fund ?

by on Latest post on by

1 Reply 1297 Views

1 Reply

1297 Views

Did I had to file my daughter death benefits from her dad if I am the payee and her name is below if I did would it impact my refund amount

by on Latest post on by

1 Reply 1049 Views

1 Reply

1049 Views

If a grandparent pays for child's tuition, does someone get to declare that amount as THEIR contribution to support?Is it limited to $14,000.00 as a gift?

by on Latest post on by

3 Replies 2344 Views

3 Replies

2344 Views

Cashed out 401k in Nov 2017. Will I get 1099 to file taxes in 2017 or 2018?

by on Latest post on by

1 Reply 1371 Views

1 Reply

1371 Views

I lived with my boyfriend the whole year of 2016. I turned 18 in December of that year. I was wondering if he could claim me on his taxes and if I could also file myself?

by on Latest post on by

4 Replies 1822 Views

4 Replies

1822 Views

I received a ssa-1099 form from where I received money from back pay after my mother's death do I need to file that with my taxes and how?

by on Latest post on by

1 Reply 1674 Views

1 Reply

1674 Views

I didn't receive a form for my Rollover IRA and withdrawal after a job loss. It's also not on the website or the TurboTax tool. What do I do in this situation?

by on Latest post on by

1 Reply 1056 Views

1 Reply

1056 Views

If i put the wrong social. Security number in the first time.then did my taxes again an put the right social security in

by on Latest post on by

3 Replies 1457 Views

3 Replies

1457 Views

Can my boyfriend claim me if I made less that $4000 this year but I did take out of my retirement fund, less than $200...do I have to file?

by on Latest post on by

5 Replies 2531 Views

5 Replies

2531 Views

If i filled a w 2 after i filled my other one when do i get the money for the one I filled late

by on Latest post on by

1 Reply 1097 Views

1 Reply

1097 Views

Is profit sharing a qualified retirement plan for contributions to form 8880? I am thinking i might need to amend my return.

by on Latest post on by

7 Replies 3167 Views

7 Replies

3167 Views

If i take money out of 401k before the end of dec will i be taxed this year or next

by on Latest post on by

2 Replies 1840 Views

2 Replies

1840 Views

Box 2a is marked " unknown". I have amounts in boxes 5 and 9b and 1. Which do I use

by on Latest post on by

5 Replies 2545 Views

5 Replies

2545 Views

Is my wife's social security taxable after she turns 72?

by on Latest post on by

2 Replies 2087 Views

2 Replies

2087 Views

I have a 1099-R form .I took money out of my annuity. How do I use this form when filling out my taxes? Do I use line 12 or 13? And what letter code do I use? Thank you.

by on Latest post on by

1 Reply 1253 Views

1 Reply

1253 Views

My husband and I filed jointly and have received a partial refund payment titled with my social. Is it normal to receive separate payments according to each individual?

by on Latest post on by

1 Reply 1123 Views

1 Reply

1123 Views

1099r retirement income I can't find mine how can I get the info for it

by on Latest post on by

1 Reply 2043 Views

1 Reply

2043 Views

I have close to $24,000 in debt that is shown to me as soon as I got done e-filing my return. How do I know if they can touch my money before it makes it to me?

by on Latest post on by

1 Reply 1092 Views

1 Reply

1092 Views

I took out a 401k loan last year It says year to date deductions with 401k loan on top of w2 with how much I have paid back with each check Will I receive a 1099r?

by on Latest post on by

1 Reply 1271 Views

1 Reply

1271 Views

I need to enter a 1099r

by on Latest post on by

1 Reply 1093 Views

1 Reply

1093 Views

Where do i enter a 1099R distribution

by on Latest post on by

1 Reply 1131 Views

1 Reply

1131 Views

How do i jump to the 1099 section? We both have a ssa-1099. No w-2

by on Latest post on by

1 Reply 1840 Views

1 Reply

1840 Views

????? Why am I locked out to finish my taxes I need to fill out 1099 SSA and I'm done

by on Latest post on by

1 Reply 1230 Views

1 Reply

1230 Views

Turbo tax made me upgrade to deluxe but i didnt do anything with my retirement (other than it automatically adding each paycheck) and and i was not a full time student.

by on Latest post on by

1 Reply 1167 Views

1 Reply

1167 Views

Why am having to fill out a 1099 r if I dont have retirement benefits also I never received a form

by on Latest post on by

1 Reply 828 Views

1 Reply

828 Views

How do i delete the retirement savings credit?

by on Latest post on by

1 Reply 3208 Views

1 Reply

3208 Views

Friend is retired PSO and income this year of $152998. Why is he being 100% taxed on his state income in Missouri?

by on Latest post on by

1 Reply 1381 Views

1 Reply

1381 Views

Retired early age 51 only work a part time job does one qualify for disability exclution on and 1099r ? Retired due to health reason and then returned to part time

by on Latest post on by

5 Replies 1921 Views

5 Replies

1921 Views

I cash my retirement money

by on Latest post on by

2 Replies 2082 Views

2 Replies

2082 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Free Edition Android