Retirement Tax Tips and Answers | TurboTax® Support

If I meet the requirements to take advantage of the "Rule of 55", can I delay until the year following my 55th birthday to start distributions?

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Do I have to file a tax return if I have a 1099-R from retirement survivor benefits for $ 6800 ?

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I’m on an income repayment plan (REPAYE INCOME), How will I know if they will take my tax return?

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The name on my W-2 and State ID doesn't match my social security, do I use the name on my social when e-filing my taxes or the name on the other documents?

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My parents only income is the social security from Germany, therefore they don't receive a 1099 here, on which line should they report their income?

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Will I still have to pay taxes this year if I put 1099 MISC income into an IRA?

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I have every W-2 except one from a staffing agency that hired me later this year in which I received the W-2 from the actual company should I still file without it?

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1 Reply 1076 Views

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Can I get the social security tax and medicare tax return too?

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Can I file UK pension using substitute 1099-R?

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4 Replies 2435 Views

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2435 Views

My w2 has retirement plan checked but I incorrectly chose third party sick bay instead of retirement plan while filing my taxes. What can I do now?

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1 Reply 1195 Views

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1195 Views

If my only income is social security benefits, but I won $10,000 in lottery winnings (taxes withheld upon receipt), do I need to file taxes this year?

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4254 Views

Are there situations when a person can only contribute a fraction of their taxable income to a Roth IRA?

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2 Replies 1379 Views

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I never received a check from fidelity investments but they sent me a 1099-R. One of the questions is asking me what did I do with the money but I never got it

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5 Replies 6173 Views

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6173 Views

Can I deduct the unpaid storage of my wife’s grandmothers belongings in my garage? Or the uncompensated mother-in-law living in my home taking the entire basement

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Irs want supporting document for my entry of $1393 for federal income tax withheld. This amount is listed on line 40 on 1040a form.. what exactly do I have to attach?

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4 Replies 2962 Views

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We got a letter 2645C. Once the 60 days is up will we be asked for more info potentially Or just get our refund? Just curious if it often gets drawn out longer.

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2 Replies 1457 Views

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1457 Views

I don't have a retirement account, but it is saying that I payed $560 towards it. I also cannot get past the screen about out of state tax credits(only lived in MA) help!

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4 Replies 1553 Views

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1553 Views

Roth excess contribution is wrong

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2 Replies 1309 Views

2 Replies

1309 Views

I know that State Disability Insurance is not taxable. Does this then mean that it's not reported at all, and not part of your AGI?

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1 Reply 1191 Views

1 Reply

1191 Views

ESOP plan termination

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1 Reply 1466 Views

1 Reply

1466 Views

I won a cruise at a casino and received a 1099. I unfortunately was not able to take the trip, do I still have to file 1099 even if I received no money or value from this

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1 Reply 2256 Views

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2256 Views

Is their anyway to get some of my money available by this weekend I got direct deposit. I'm a single mother and I gotta be out by this weekend and I wanna get this place

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1 Reply 1002 Views

1 Reply

1002 Views

I had problems with my check when I was changing it, because I signed in the wrong place of the check and because of it I can't receive the money

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3 Replies 1429 Views

3 Replies

1429 Views

I have a question regarding my W2, Box 1,3,& 5 amount is exactly less what i had contributed to my 401K (Box 12) and Health insurance (Box 14), Is it correct?

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3 Replies 7505 Views

3 Replies

7505 Views

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Topics with Label: TurboTax Free Edition iOS

If I meet the requirements to take advantage of the "Rule of 55", can I delay until the year following my 55th birthday to start distributions?

Do I have to file a tax return if I have a 1099-R from retirement survivor benefits for $ 6800 ?

I’m on an income repayment plan (REPAYE INCOME), How will I know if they will take my tax return?

The name on my W-2 and State ID doesn't match my social security, do I use the name on my social when e-filing my taxes or the name on the other documents?

My parents only income is the social security from Germany, therefore they don't receive a 1099 here, on which line should they report their income?

Will I still have to pay taxes this year if I put 1099 MISC income into an IRA?

I have every W-2 except one from a staffing agency that hired me later this year in which I received the W-2 from the actual company should I still file without it?

Can I get the social security tax and medicare tax return too?

Can I file UK pension using substitute 1099-R?

My w2 has retirement plan checked but I incorrectly chose third party sick bay instead of retirement plan while filing my taxes. What can I do now?

If my only income is social security benefits, but I won $10,000 in lottery winnings (taxes withheld upon receipt), do I need to file taxes this year?

Are there situations when a person can only contribute a fraction of their taxable income to a Roth IRA?

I never received a check from fidelity investments but they sent me a 1099-R. One of the questions is asking me what did I do with the money but I never got it

Can I deduct the unpaid storage of my wife’s grandmothers belongings in my garage? Or the uncompensated mother-in-law living in my home taking the entire basement

Irs want supporting document for my entry of $1393 for federal income tax withheld. This amount is listed on line 40 on 1040a form.. what exactly do I have to attach?

We got a letter 2645C. Once the 60 days is up will we be asked for more info potentially Or just get our refund? Just curious if it often gets drawn out longer.

I don't have a retirement account, but it is saying that I payed $560 towards it. I also cannot get past the screen about out of state tax credits(only lived in MA) help!

Roth excess contribution is wrong

I know that State Disability Insurance is not taxable. Does this then mean that it's not reported at all, and not part of your AGI?

ESOP plan termination

I won a cruise at a casino and received a 1099. I unfortunately was not able to take the trip, do I still have to file 1099 even if I received no money or value from this

Is their anyway to get some of my money available by this weekend I got direct deposit. I'm a single mother and I gotta be out by this weekend and I wanna get this place

I had problems with my check when I was changing it, because I signed in the wrong place of the check and because of it I can't receive the money

I have a question regarding my W2, Box 1,3,& 5 amount is exactly less what i had contributed to my 401K (Box 12) and Health insurance (Box 14), Is it correct?

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Topics with Label: TurboTax Free Edition iOS