Retirement Tax Tips and Answers | TurboTax® Support

Box 15- State on turbo tax doesn't list the option of Tennessee in the drop down list.

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5 Replies 187 Views

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Charges for TurboTax

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1 Reply 480 Views

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480 Views

During review of MA State Form 1. "Tax-Exempt Pension should not be entered directly on Form 1" not sure how to fix. Pension Type is G (tax exempt)

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16 Replies 3919 Views

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What do I do if I haven't received a 1099 form from fedex?

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4 Replies 1937 Views

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How to handle 2023 Roth IRA Excess Contribution when filing 2025 taxes

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The system says box 9a of my 1099-R must have a minimum value of 0.01, but there is nothing written in the box. The system won't let me continue. What should I do?

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3 Replies 943 Views

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My Form 1099R the Payer's name and address is not listed in Turbotax. Please help

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3 Replies 394 Views

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NC Bailey Exclusion NC Retiree not being allowed to access

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4 Replies 223 Views

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223 Views

Using an early IRA withdrawal for private high school tuition does not avoid the 10% early WD penalty for Federal, or 2.5% for state of CA, ? Just post high school?

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7 Replies 4911 Views

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Turbotax saying difference between RMD amount and actual distribution that is inaccurate

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1 Reply 7189 Views

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7189 Views

2025 Online TurboTax Social Security Form SSA-1099 entry not working

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10 Replies 4341 Views

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How do I include my hardship withdrawal from 401K on my taxes?

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6 Replies 7162 Views

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Massachusetts PFML 1099-G - How to Declare

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Calculating Roth IRA basis

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1 Reply 1408 Views

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1099 INT BOX 15

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4 Replies 572 Views

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I can’t find where to enter my rollover contributions. Where do I find it on the return?

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8 Replies 2614 Views

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Additional Medicare Form

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3 Replies 1966 Views

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ROTH IRA Contributions taxed

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3 Replies 1457 Views

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I have been paying taxes on my military pension for the past 3 years. I recently found out that I my pension is tax exempt. How do I file a 1040-X to get my money back?

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18 Replies 57386 Views

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Why is TurboTax telling me i need to file form 8959 when I am below the income threshold?

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1 Reply 551 Views

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551 Views

I am claiming my cousin as a dependent because I provided more than half his care this year, but cousin is not listed as a relative. What do i list him as?

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I have already filed my 2024 W-2 in February and received a refund, however I have a 2024 1099-R that I have not filed. Am I able to file to 1099-R today with TurboTax?

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1 Reply 1872 Views

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1872 Views

How to get past forced "check this entry" showing a blank 1099R form, in order to efile?

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1 Reply 2736 Views

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2736 Views

my wife's pension plan from Kroger is NOT inheritednor an IRA why am I being asked this

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401K Excess Contribution - 2024 tax year

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I don't see that I've entered my spouse's SSA-1099 and it's not's not asking me to. Could I be doing a single return?

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1 Reply 1196 Views

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1196 Views

I’m retired and didn’t receive any form or forms on how I file taxes on my pension income. I filed for extension in hopes something would come in the mail.

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3 Replies 4885 Views

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Filing income tax on my retirement pension income.

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1 Reply 4142 Views

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What counts as a taxable income

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1 Reply 1442 Views

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1442 Views

Does a 1099-R mean the same as a 1099?

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2 Replies 1159 Views

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How do I remove Not valid for employment from my dependents' Social Security on TurboTax?

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1 Reply 9946 Views

1 Reply

9946 Views

what is a 1099?

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2 Replies 908 Views

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I retired this year and have 2 questions. Is the "senior exemption" of $6,000.00 in addition to my standard deduction?

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I made $910 dollars as a 1099, I haven't reported any taxes. First payment was in May, last in June. How do I file taxes for this?

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2 Replies 5487 Views

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how do i remove 1099-Q income that was accidentally entered into turbotax

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Did social security income become not taxable in the big bill.

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6 Replies 2668 Views

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How do I change/reduce my social security tax deductions?

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1 Reply 5795 Views

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Won a 5000 lottery ticket, my only income is retirement social security how much tax do I have to pay on next year's form

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3 Replies 7500 Views

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Fellowship income

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4 Replies 6433 Views

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Why does a 1099R from Nationwide (The Northern Trust Company) not show on your list

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If I contribute to an individual Roth can I also make a ROTH SEP cotribution?

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1 Reply 3258 Views

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What should I do about my tex

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1 Reply 296 Views

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I received a 1099 off from withdrawal from my IRA. Where can I enter the federal Tax I paid?

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2 Replies 5237 Views

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What do I do now that the deadline (April 15th) to remove an overcontribution to my Roth 401k's ( job change in 2024) has passed?

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7 Replies 3854 Views

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I need to file my 2020,2021,2022,2024 back taxes. 1099 for 2021 2022

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2 Replies 1235 Views

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How do I set up tax deductions from my monthly pension payments?

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2024 Backdoor Roth Conversion impacting fed+state refunds

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33 Replies 17661 Views

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I only have 1099-r and turbo keeps asking for my 403?

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how to add the 1099-B income for the unclaimed funds NYS checks sent to me. Total $9,403.39. The paper 1040 looks to line 7 Capital gains ?

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1 Reply 3236 Views

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if deadline is may 1st can I submit on may 1st?

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3 Replies 704 Views

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When are IRA contributions due?

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1 Reply 2640 Views

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How do I finish my tax form if I do not want the plus benefits ?

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1 Reply 950 Views

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950 Views

I am trying to finish my taxes but am unable to add ira payment

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1 Reply 1181 Views

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i have no idea how much of my retirement pay was nontaxable for each year. It is always the amount after the health benefits plan charges were taken out. What should I do

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2 Replies 3671 Views

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How to amend a W-4 form at the year-end using TurboxTax app?

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24 Replies 2617 Views

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Usually which items could we use for NYC city-tax return?

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8 Replies 6029 Views

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The annuity was before "Dec 31, 1997" or not? What does that mean?

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8 Replies 2034 Views

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What is the income-line for the TurboTax free filing for 2025?

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4 Replies 2412 Views

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Can my Brazilian wife get a social security number? If not how to get ITIN fast? We are currently in Northern Brazil If she can get SS number from Brazil please explain

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3 Replies 1825 Views

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How are decedent IRAs handled on the Georgia return?

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My spouse will not reveal her social security number, how do I proceed?

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4 Replies 10106 Views

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I have a total of 4 1099-R and how do I add the other 3?

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2 Replies 578 Views

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HOW DO I SKIP THE RETIREMTN SAVINGS CONTRIBUTION CREDIT?

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1 Reply 2213 Views

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2213 Views

ROTH IRA

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When I click "Needs Review" under Review your 1099R info, I'm taken to a page that doesn't show my financial institution. When I click "add/edit", the same occurs.

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1 Reply 580 Views

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580 Views

Why can’t I enter my gross distribution for my teacher retirement system of Texas on my turbo tax - it’s keeps saying needs review

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1 Reply 4143 Views

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4143 Views

Hello, how do I know if I elected to have my employer make contributions to your deferred compensation plan? I work for a school district.

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1 Reply 1953 Views

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1953 Views

How to get my 1099 form?

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2 Replies 1453 Views

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if my 1099r was just for 187.97 do i have to file it?

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1 Reply 1602 Views

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1602 Views

Form 1099-R

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1 Reply 936 Views

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I am a Retired Union Pacific Railroad employee and should be exempt from State taxes. How to report on Turbo? Someone told me to use Schedule E. Where?

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3 Replies 5068 Views

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Do I have to enter information right now from a trust account my mom left me when she passed away if I entered it into turbotax in previous years?

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1 Reply 577 Views

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577 Views

How do I determine the Required Minimum Distribution for a simple Indiana PERF pension?

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2 Replies 1464 Views

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How do I account for my social security benefits and taxes withheld ?

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3 Replies 3011 Views

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On form 1099-R, cannot enter values in box 7 or box 15! Can anyone help?

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1 Reply 331 Views

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331 Views

Where do I enter that I used to be a foster youth?

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1 Reply 265 Views

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265 Views

Where do I add my Form 5498 info because it is needed for my RMD distribution. I do not have a 1099 because I did not take money out last year.

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1 Reply 319 Views

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319 Views

Do not have 10999R because I did not take a distribution

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1 Reply 1149 Views

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Late rollover reinvested

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1 Reply 1896 Views

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1896 Views

Entering contributions to a defined benefit plan (not 401k, not self employed)

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1 Reply 3407 Views

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Is my income too high to contribute to an IRA if I'm under 100k?

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1 Reply 1187 Views

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1187 Views

I have a Simple IRA that I do not contribute to. The dividends are re-invested into the IRA, do I need to add this anywhere on my taxes?

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1 Reply 818 Views

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This person has Medicaid/medicare. Money is taken out of her SSI check to pay for her Medicare. What forms do we need? All we have is the SSA-1099

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Does section 179 work for federal tax for tax-year 2024?

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1 Reply 781 Views

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IRA Deductions is zero instead of $7000. I have no retirement plan. How can I fix it?

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3 Replies 1787 Views

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Do I add my wife’s social security benefits to her wages for 2024 when filing tax’s ?

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1 Reply 815 Views

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815 Views

How do I fix TurboTax incorrectly categorizing 1099-INT as a 1099-R?

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3 Replies 1475 Views

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For 2024 I received HRA benefits. How can I enter this?

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1 Reply 1483 Views

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1483 Views

On line with Turbotax where do I put 1099 info?

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1 Reply 226 Views

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226 Views

Can I fix it if I have an IND-901 error but SSA says I am listed correctly?

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1 Reply 377 Views

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377 Views

I can't find my sons social security number

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1 Reply 441 Views

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441 Views

Why did turbotax add Form 8959 when I did not make over the limit? How can I remove it?

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1 Reply 316 Views

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316 Views

where on the form do I list income from my ex spouse military retirement and his postal retirement

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1 Reply 2841 Views

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What should I use for the address to the social security administration and what is the social security administration Payer's TIN?

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7 Replies 6800 Views

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6800 Views

WHAT IS THE 1099-K FOR THE STATE OF UTAH?

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3 Replies 589 Views

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589 Views

I cashed in my retirement account when my employment ended on or about November2024. Do I need a 1099-R form? I have not received anything from Teachers Retirement System

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1 Reply 2613 Views

1 Reply

2613 Views

I started Edward Jones distribution in error. We received no distribution from Edward Jones in 2024. It keeps asking for info/code. How do I make it go away?

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1 Reply 1187 Views

1 Reply

1187 Views

I did not receive any 1099-R forms for 2024

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1 Reply 229 Views

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229 Views

I am being asked to remove hyphens from the social security number, but it won't let me. Can any tell me the exact area to do this so it will apply to the entire return?

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1 Reply 985 Views

1 Reply

985 Views

If I was 86/87 in 2024 and receiving income form a retirement account, should I use a simplified method or general rule for taxable amount method?

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1 Reply 2597 Views

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2597 Views

i borrowed from my 401k the problem is you do not have voya financial as a selection

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1 Reply 426 Views

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426 Views

I had a limited purpose FSA and could not spend any of the money. It supposedly went back to my employer. Do I report this as income or can I deduct this from my gross?

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1 Reply 1812 Views

1 Reply

1812 Views

I’m filing in Pennsylvania for the first time and it says I need to do a wage statement summary. The next page has empty boxes and I’m not sure what to write in them.

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1 Reply 391 Views

1 Reply

391 Views

I am retired and on social security. Do Inhave to file a taxes return?

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1 Reply 555 Views

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555 Views

I didn’t get a 1099 form yet I withdrew my IRA money early.

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1 Reply 206 Views

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206 Views

Should I get this amount refunded? On my 1099-R, I had $612.00 withheld for Federal income tax. This was not included on my return.

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1 Reply 511 Views

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511 Views

Where do I find the federal id number on my 1099R from the U.S . Retired Pay?

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1 Reply 1094 Views

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1094 Views

Year following filing 5329 form

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1 Reply 1146 Views

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how do i remove the retirement savings contribution credit, i do not want to pay 80$ to get 50 back?

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2 Replies 1055 Views

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1055 Views

Is there a way to take a retirement form off so I can avoid upgrading my plan with turbo tax?

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1 Reply 372 Views

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372 Views

Turbo tax is asking me to list a state for box 15, however their drop down menu, TN is not listed, we don't have state income taxes. Won't let me complete with out this

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2 Replies 1337 Views

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1337 Views

I received a 1099-K form in error as my mom did not know how to use Venmo and clicked on purchases when sending me money. Do I still have to report this?

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1 Reply 1098 Views

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1098 Views

On my w-2 form, box 12b is states for WRS (wiscosin retirement system), but what code do I select to represent this number?

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1 Reply 604 Views

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604 Views

It's not showing the amount I entered for my Social Security.

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2 Replies 559 Views

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559 Views

Where in the turbotax app does it ask me or to indicate, I have a SOC 2298 form for federal and state tax wage exclusions?

0 Replies 594 Views

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594 Views

can i edit my state income tax withheld

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165 Views

Does non military retirement income show here?

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1881 Views

I have a 1099-R form. Where online do I enter the Total Insurance Deducted amount listed?

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481 Views

i did not take a rmd for 2024 and wasn't given the chance to fill out form 5329. what do i do?

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248 Views

I'm trying to enter another 1099R from an institution they don't recognize, Thrift Savings Plan

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1 Reply 1434 Views

1 Reply

1434 Views

I received a 1099-qa for taking less then $300 out of a Pennsylvania ABLE account. I receive disability but not taxable disability. Do I need to file a tax return?

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1 Reply 1122 Views

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1122 Views

I have $48 Retirement Savings Contribution Credit. To take that I have to pay for $63 for Deluxe. How do I remove this so I can file for free?

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2 Replies 933 Views

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When filling out tax info. My state is not listed in line 15. How do I add it?

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1 Reply 269 Views

1 Reply

269 Views

My tax return was not approved. I think I missing line 2b on form 1040N.

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1 Reply 328 Views

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328 Views

Please clarify the question did you receive a 1099R in 2024? I received a 1099 RN 2025 for income in 2024 does this apply to me?

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The full amount of my RMD was sent directly to a qualified charity so how do I answer questions about the required withdrawal?

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1 Reply 1065 Views

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1065 Views

How do I get an extension if I still don’t have my social security 1099

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2 Replies 836 Views

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I turned 73 and took out the minimum amount from savings, what form do I use?

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2 Replies 460 Views

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I retired in Jan of 2024. I have a 5498 for $23,825. that I rolled over to a traditional IRA and then moved $20,000. over to a IRA CD. Is there still a penalty?

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1 Reply 677 Views

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677 Views

How do I remove 1099-NEC from my returns?

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2 Replies 944 Views

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944 Views

can you explain mrd to me?

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2 Replies 590 Views

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590 Views

Which tax-tables could be used for the FICA terms?

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4 Replies 1188 Views

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1188 Views

How can I get my taxes filed if I'm unable to access my estranged husband's-more than 10 years now-social security number?

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1 Reply 501 Views

1 Reply

501 Views

Questions Regarding 1099-R Documents

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4 Replies 1608 Views

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How do i enter 1099R amount manually?

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1 Reply 413 Views

1 Reply

413 Views

Why taxed on social security?

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2 Replies 754 Views

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754 Views

Got two 1099-R forms but didn’t contribute to a Roth last year, it won’t let me remove a auto applied 5329 form

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0 Replies 2777 Views

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I do not have a 16a box on my 1099-R but it keeps asking me to enter it and it won't let me finish. Help? I just have a 16 with nothing entered in that box.

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1 Reply 342 Views

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342 Views

Is my 25k CD account interest taxable? I just6 keep rolling it over. No withdrawals.

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2 Replies 983 Views

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983 Views

I have lost my 1099s. 1099R & SSA1099

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1 Reply 690 Views

1 Reply

690 Views

where do I find the amount that i contributed to my Roth Ira this year

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2 Replies 2221 Views

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how do i get back to the question of how much my RMD was for 2024? I'm not able to navigate back to it.

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1 Reply 341 Views

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341 Views

CAN I REVIEW MY ENTRY ON FORM 1099-R?

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1 Reply 423 Views

1 Reply

423 Views

How do I calculate my RMD?

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3 Replies 777 Views

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777 Views

Do I need to include anything in my taxes about a Simple IRA this first year (2024) of starting it, with no distributions?

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1 Reply 1528 Views

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1528 Views

I e-filed my federal tax return and got accepted by IRS. I realized that I did not include the 1099 tax info. Should I include the 1099 info in the state return or not?

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3 Replies 1260 Views

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I received a taxable interest credit of $84.45 from the IRS. The IRS says to report the amount as as income. Where do I list it? No special Form was included????

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