Retirement Tax Tips and Answers | TurboTax® Support

The online software said my mother didn't owe taxes she had withheld from an early 401K withdrawal. The feds refunded her $15,000 and now they want it back with a $3000

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Social security disability

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Can I claim the EITC this year using the lookback rule if I didn't work at all in 2020 but did in 2019?

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I am asked to Check This Entry on "MA Form 1: Tax-Exempt Pension should not be entered directly ...." It transferred from Federal and is correct, I don't know how to fix.

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Don't have wifes social security number

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Is a Roth IRA distribution considered early if it is taken by a person who is disabled and unable to work-- receiving SS disability?

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Is mileage that was reimbursed and included on 1099 counted as taxable income?

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If I am on parole does that count as being an inmate?

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In the Income section, where do I enter money I have received from my Italian pension?

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Took out some money in 2022 from my ira how can I pay the taxes before April 2023?

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My state tax wont move on from "form 323:contribution date must be entered. I do not have this in 2021?

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I collect social security what do I do? I don't make enough to have to file.

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My return was accepted and sent to a random routing #. I spoke with the IRS, who told me they sent the funds to Turbotax, but I don't see an option to withdraw my return.

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How can I continue to file? I only have 1099

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Why is it making me pay $59 for Turbo Tax Deluxe for a $48 Retirement Savings Tax Break? And I'm getting over $1400 back but says its not enough?

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How can I withdraw my refund from de turbotax home?

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I support my 2 grandchildren as a retired on not taxable soc security

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The IRS is requesting schedule se fpr my 2020 tax return. I entered information for a 1099 in TurboTax but this form was not populated. Why would this have happened?

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How do you figure the united states railroad annuity start date?

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How to file uif im on social security?

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How can apply for for my early refund

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I wanted to withdraw my tax refund to my Payoneer account. Funds were credited to my account and immediately debited by the payer. What is the reason for the withdrawal?

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I'm not permanently disabled&back to working full time,however I was injured&unable to work for10mths last year. Does this qualify me for the GA retirement exclusion?

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Do I upload the following 1099-R or SSA-1099? If so, where?

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If I'm missing boxes on my W-2 form (a, b, d, others?), what should I do? I've never filed before, and it looks like my W-2 was stitched together in MSPaint.

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I want to file my taxes before may 31 only receive ssa how do I do this,?

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I have an inquiry concerning a question asked about distributions within the Turbo Tax Software. I want to know if it includes sponsored retirement accounts.

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My question concerns 401k distributions from a deceased individual. Do I add this in the retirement section when filing my 1040 return? How should I file this?

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I dont see a place to add my militart retirement pay

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Can I stay with the Free Edition (save $59) and delete the Retirement Savings Contribution Credit ($8)? I am losing $51 by doing this.

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I’m at the end of my state return says one detail need it it seems all my lines are zero I am claiming one myself where do I go from here to get this filed?

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Do I pay social security on my pension

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If my w-2 form don't have a employer ID number, can I put my social security number in that box when filing my taxes ?

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I need to add the 1099-R to the 2020 taxes. how can I do it

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If I switch from turbo tax to h&r block in between tax returns does that effect my taxes for next year?

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What is a 1099 form ?

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My wife is disable and no longer receiving benefits except $6655 of social security and $1734 are deducted for her medical insurance can I claim her as a dependent?

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Why am I getting a Retirement Savings Contribution Credit when I didn't contribute to a retirement savings account because I don't have one?

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Where do i write details of my retirement form 1099-R on this return forn/

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I am on social security disability do I have to do my taxes

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If my Federalist state income tax return has been returned seven times due to a four concerning the affordable Care act that I don't have I need some help this please?

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What should I do here? $1,400 stimulus check it's the only money I got in 2020 I told them to use my 2019 return so what should I do that I put 0 down should I use?

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The rejection states that my social security number that I provided belongs to a deceased individual. I'm, not deceased. I provided the correct social security number.

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Some of the boxes on my W-2 form weren’t filled in, so I can’t fill it into the online form, does it matter if I leave those blank?

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My wife gets social security disability can I still claim her on my taxes?

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Where do I list Part D premium? It is NOT automatically taken out of my 1099 income. Where do I ?

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Does down syndrome qualify as a disability per tax records?

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I want to know my retirement income? I want to know how much my partime job income?

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How do I fill out the SSA-1099 form

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How do i take care of w2 section bc am retired...no job

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When asked how much income my dependent had do I type in how much social security disability my dependent received in 2021? Also true for SSI benefits?

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What do I do if the irs tried to withdraw what I owed and I didn't have enough funds in my bank account at the time?

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Should I wait for copy of 1099-G for tax year 2020 and file both 2020

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If I get my social security number this year I can do my last year taxes

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How do I find the Payer's TIN? I took an early withdrawal from my IRA. I didn't receive a 1099-R.

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My husband was retired army. i get part of his retirement check. in addition to my social security i receive the difference between my social security check and his

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1099-B UTMA account, who should have it on their tax return?

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My annuity withdrawal is listed on my annual statement. Can I use that?

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If I did not receive my W2/1099 from Social Security or my pension. I was able to get the info for my SSI, but not my pension. How can I get a copy?

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Do i include my children's benifits with my social benifits

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I never received SSA-1099, do I need to report SSDI payments

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How to add 1099 social security benefits amount

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Can I still file my taxes if I haven't received my 1099 paperwork from one of my jobs?

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I need to remove the form for the retirement savings contribution credit. They are making me pay $59 for Federal and then state. I would pay $0 without this form.

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'ENTER YOUR 1099-R PROVIDER'S INFO'. UNABLE TO ENTER US ADDRESS

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I removed the retirement exclusion and need to put it back. How can I do this?

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Withdrew from 401K in 2020 due to covid but reported all in 2021 for 2020 tax returns do I need to report it again?

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What does you may elect to treat the tax withheld as paid when it was actually withheld mean?

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Do I still have to file my taxes and they didn't take any out on me I'm under age of 18 as well

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I inhertited a roth IRA frommy brother whopassed away. I then rolled itover to a new one with my bank. DO I need to enter a from for the roll over too?

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Why do our township supervisors allow too many new housing developments and huge warehouses ? They have created volumes of traffic on our roads.

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Just finished taxes and realized I have a 1099R that I did not include. How do I go back to add this?

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Where do I enter my spouses pension income on 1040?

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I do not see a TIN on my 1099R

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I think I may missed the part to enter my State Pension I am thinking that it should have gone on my Federal Tax I have a 1099R can someone please help me?

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Can I deduct Medicare Prem for Plan G and RX that I pay each month? If yes, where do I claim these on my 1040?

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Where do I report my 1099-R for retirement income?

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Can I use the amount that is taken out of my social security as an insurance premium I pay?

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1099-R is from the U.S. Department of State Foreign Affairs Retirement and disability system - how do I indicate that?

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I don’t have a retirement fund, I didn’t take money from it, why does the irs think I have a 1099-R,

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I don’t have a retirement fund, I didn’t take money from it, why does the irs think I have a 1099-R,

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What do I do if I don't have my 1099-R from the government and I am an Air Force veteran who receives a monthly check?

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Can NC tax my NJ teachers' pension?

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What do I do if Turbo tax does not accept my answer for box 9a on my 1099-R?

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If I am on Social Security and single, am I eligible for EITC? I live in California.

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If I receive retirement from VA retirement System and live in NC which state do I pay state tax to?

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Why am i seeing last years employers and information on this years return? why am i paying tax on social security income when i am the first year to not be penalized?

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Where do I enter $16,000 that was taken from my IRA and then redeposited in the same IRA within the 60 day period? It is not being deducted from my taxible income.

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How do I remove a retirement saving contribution credit?

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I receive SSDI. Don't know if they sent anything for my taxes. Do I add up the amount? What form do I fill out and submit?

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Turbotax is asking for information from my 1099-R, but the boxes turbotax is asking for do not appear on my 1099-R

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Turbo Tax is requiring an amount from box 16 on my Ohio Public Emp Ret Sys 1099-R. My 1099-R does not have a box 16. What do I put in the box?

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I have 2 SSA-1099 statements do i add them together?

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Do I have to file a 1099-R if 1. Gross Distribution is less than $20 and 2. Left job and now disabled so not able to roll over??

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Hi, My parents are retired and just receiving social security benefits, does they need to file tax return?

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I was unable to send 401k check to bank for ira within 60 days. Will this be taxed?

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Where do I enter my 1099-G form on Turbotax?

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Can I enter 1099 R Same as last year. .I keep going in circles

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My wife receives SSDI and I provide care for her can i claim her

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Do I have to file an income tax return if my only income was from social security

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How do i get the substitute 1099 R on here?

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Can NC tax my NJ teachers' pension?

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DoI have to file for my SS benefits?

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Can i find my net benefits for 2021?

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What do I put when it asks for the name of the financial institution if my 1099-R for my Post Office retirement has none?

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My IRA is marked as gross distribution, but I took no distribution, it just rolled over?

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If my employer has not contributed equal social security tax withheld, what should I do?

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Is my ein the same for everything? I can't find one on my 1099.

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Tax was withheld from the wrong state. the issuer of my 1099-R had the the wrong address and , what do we do?

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I am so frustrated! I'm supposed to be walked through entering my Form 1099-R by Turbo Tax. This hasn't happeded.

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FILE TAXES, SOCIAL SEC. MY ONLY INCOME

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For a 1099-R, box 2a, TT asks: For the years you received these distributions, was the amount shown the taxable amount? "Learn more" doesn't help, so how would I know?

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Never received a 1099R for a TSP lump distribution. I have the distribution and the tax withheld and that's about it. is that enough to keep me legal?

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Where do I list Part D premium? It is NOT automatically taken out of my 1099 income. Where do I ?

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I do not have a SSN. What should I put in the box of Social Security number?

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I dont have a socail security number for my daugther she is only 10 months old

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I am living on my monthly retirement/pension checks, plus social security and another 5 year payout retirement plan. How do I know if any amounts are RMD?

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I receive money from social security for my grandson ssa 1099 where do I add it as income?

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Where do I list Part D premium? It is NOT automatically taken out of my 1099 income. Where do I ?

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How do i take off the retirement contributin to my taxes i dont want it ?

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, Why do I have to add a upgrade and pay $59 to receive a $15 credit it makes no sense

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I've entered my social security earnings but they are not showing up on the 'wages and income' section. Why is that?

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I received $25,324 in social security and retirement $1400.00 stimulus. Do I need to file ?

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Turbo tax is saying "You have Additional Tax on Excess Contributions or Deductions (Form 5329)", but I don't believe this is supposed to be. Can you help me?

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Where do i enter form 1099 composite

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I'm not wanting the retirement credit because it's only 33$ and it's making me use it and upgradentondeluxe for 59$ what do I do I just lost my job I can't even afford it

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Is Federal SSA -1099 Social Security Benefits Federally taxed ?

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How do i add my 1099 form

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Does my SSA bene fit amount get added to my Box 3 on my income tax form?

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Pls provide options (software) to prepare form 1099 for 2021

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I received payments from Washington Retirement System that I need to file.

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I only have social security income of $21,400 during 2021. Do I need to file taxes?

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Does the April 18 deadline mean by 11:59 PM of April 17 or 11:59 PM of April 18?

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Hi, if I made under the reportable amount for a business, could I have still contributed 6% to an SE 401K of that amount?

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Can anyone tell me if there is a distribution code on a 1099 social security benefit statement?

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I need to add some 1099r 's , but they don't take when I type them.

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Can the fact that Turbo Tax is telling me, "It looks like I am nearing the age at which I can start taking withdrawals from retirement accounts"! I already am 76.

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Does my disabled parent' social security and retirement distributions count for the question did they make over 4300?

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I am separated and my husband will not give me his social security number. What do I do?

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Should i ignore the needs review when i do not have an ira, much less withdrawals?

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How do I go back through the questions to replace saying I have a W-2 with having a 1099-K for my income without paying?

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Turbo Tax Free Edition is not letting me file. it says i have a penalty for early withdrawal of savings but that is not true. I am ready to file..why will it not let me

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Is NYSLRS an IRA

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What is distribution code "G" in box 7 on 1099-R?

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HOW TO ENTER 1099R PENSION WHEN BANK DOES SHOW UP

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I never received a paper that has the breakdowns of my social security amounts, what do I do?

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What is the procedure for adding a 1099R Pension distrubition form to my Income Tax Form that I'm filing?

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I disclosed my Social Security income, but Line 9 total income shows zero so I cannot e-file. Why does it show zero?

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I have $103/month in SSI Benefits. Where do I enter this income?

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I receive social security benefits and my dependent received it. Do i put her benefit amount on my wage box?

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