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 19609 Views

28 Replies

19609 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 8971 Views

6 Replies

8971 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 11159 Views

6 Replies

11159 Views

Roth IRA funding 2019

by on Latest post on by

1 Reply 528 Views

1 Reply

528 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 934 Views

1 Reply

934 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 1252 Views

1 Reply

1252 Views

How do i file 1099-r fund ?

by on Latest post on by

1 Reply 1197 Views

1 Reply

1197 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 906 Views

1 Reply

906 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 2074 Views

3 Replies

2074 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 1282 Views

1 Reply

1282 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 1648 Views

4 Replies

1648 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 1547 Views

1 Reply

1547 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 948 Views

1 Reply

948 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 1247 Views

3 Replies

1247 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 2239 Views

5 Replies

2239 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 960 Views

1 Reply

960 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 2856 Views

7 Replies

2856 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 1644 Views

2 Replies

1644 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 2279 Views

5 Replies

2279 Views

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

by on Latest post on by

2 Replies 1861 Views

2 Replies

1861 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 1098 Views

1 Reply

1098 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 974 Views

1 Reply

974 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 1766 Views

1 Reply

1766 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 939 Views

1 Reply

939 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 1158 Views

1 Reply

1158 Views

I need to enter a 1099r

by on Latest post on by

1 Reply 929 Views

1 Reply

929 Views

Where do i enter a 1099R distribution

by on Latest post on by

1 Reply 990 Views

1 Reply

990 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 1495 Views

1 Reply

1495 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 1051 Views

1 Reply

1051 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 1062 Views

1 Reply

1062 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 733 Views

1 Reply

733 Views

How do i delete the retirement savings credit?

by on Latest post on by

1 Reply 3067 Views

1 Reply

3067 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 1285 Views

1 Reply

1285 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 1750 Views

5 Replies

1750 Views

I cash my retirement money

by on Latest post on by

2 Replies 1843 Views

2 Replies

1843 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Free Edition Android