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.

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28 Replies 14937 Views

28 Replies

14937 Views

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

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6 Replies 4085 Views

6 Replies

4085 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?

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6 Replies 9213 Views

6 Replies

9213 Views

Roth IRA funding 2019

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1 Reply 231 Views

1 Reply

231 Views

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

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471 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.

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1 Reply 803 Views

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803 Views

How do i file 1099-r fund ?

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1 Reply 485 Views

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485 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

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1 Reply 409 Views

1 Reply

409 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?

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3 Replies 1302 Views

3 Replies

1302 Views

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

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1 Reply 775 Views

1 Reply

775 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?

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4 Replies 777 Views

4 Replies

777 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?

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1 Reply 977 Views

1 Reply

977 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?

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1 Reply 455 Views

1 Reply

455 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

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3 Replies 599 Views

3 Replies

599 Views

Why is the taxable amount greater than gross distribution on 1099-R on State Farm life insurance company

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2 Replies 731 Views

2 Replies

731 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?

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5 Replies 938 Views

5 Replies

938 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

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1 Reply 389 Views

1 Reply

389 Views

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

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7 Replies 1511 Views

7 Replies

1511 Views

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

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2 Replies 508 Views

2 Replies

508 Views

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

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5 Replies 1033 Views

5 Replies

1033 Views

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

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2 Replies 924 Views

2 Replies

924 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.

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1 Reply 449 Views

1 Reply

449 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?

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1 Reply 396 Views

1 Reply

396 Views

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

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1 Reply 471 Views

1 Reply

471 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?

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1 Reply 374 Views

1 Reply

374 Views

Do I need to include my w2 with my 1040x or K-40v? I'm ammending due to omitting a 1099r I received after e-filing. I've included the 1099r but not sure if they need w2.

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1 Reply 657 Views

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657 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?

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1 Reply 510 Views

1 Reply

510 Views

I need to enter a 1099r

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1 Reply 321 Views

1 Reply

321 Views

Where do i enter a 1099R distribution

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1 Reply 325 Views

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325 Views

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

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1 Reply 645 Views

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645 Views

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

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1 Reply 428 Views

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428 Views

Turbo tax wants my bank name. My regular bank or source of my pension?

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1 Reply 458 Views

1 Reply

458 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.

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1 Reply 458 Views

1 Reply

458 Views

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

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1 Reply 337 Views

1 Reply

337 Views

How do i delete the retirement savings credit?

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1 Reply 1047 Views

1 Reply

1047 Views

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

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1 Reply 734 Views

1 Reply

734 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

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5 Replies 879 Views

5 Replies

879 Views

I have 1000$ in photo contest winnings and received a 1099. I enter the 1099 and prompt to “source” screen.. what do I pick? See pictures

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6 Replies 1079 Views

6 Replies

1079 Views

I cash my retirement money

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2 Replies 693 Views

2 Replies

693 Views

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