Retirement Tax Tips and Answers | TurboTax® Support

Retired/ still working in 2022, why did i pay Federal taxes?

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In what section of turbo tax can I check to see I entered my state tax withholding, block 17 on 1099?

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In the middle of answering the questions, I answered that I have W-2’s, but I actually have 1099’s. How do I go back k change that?

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Does any of you had the problem, that the state of Tennessee does not appear in the boxes 15 and 18. What can I do, its marking an error.?

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I'm trying to do a 1099-R for cashing out a life insurance policy. Principal Life Insurance isn't one of the options in the drop down menu. What am I supposed to do?

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Retirement Savings Contribution credit.

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How can I delete a 1099R that was entered in error before filing. my mistake

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How can I change an incorrect number on a return in process? The error is on retirement section.

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Recharacterization of Roth IRA to Traditional- Contributed current and previous year

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Do i need to file 1099-b for a $12 proceed

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Traditional and Roth Contributions - are these amounts on the W-2 under box 12 (D and AA) that I should be reporting in the deduction and credits section?

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I am cleaning up files and want to know what are the most important tax document that I need to keep?

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Bad math, how do I work around the RMD from an inherited IRA other than spouse. Turbo tax 2022 says born between June 1050-July 1951 turned 72 in 2021? Asks for RMD $$$

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"Did You Receive Any of the Following Tax-Free Benefits Last Year?" Does FAFSA apply to GI bill benefits, veterans' benefits, or tax-free employer-provided assistance?

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Do I add my 1099 to turbo tax

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I have a 1099-R from the Office of Personnel Management. How do I exclude this Federal pension income from state taxation?

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Should the attempt to file my taxes for 2022 take such a long while (more than 15 minutes) to "grab my info" from last time... Is this normal?

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If the irs states that my Social Security is not taxable if I live in another country (Germany), why does Turbo Tax not recognise this and tax my ssa?

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I took a Covid 401K distribution in 2020. Paying over 3 years. Looks like this year it double the amount on my taxes in Turbo Tax Why is it doing this?

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If my only income in 2022 was from social security retirement , do I need to file a tax return?

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If my dad spends all of his money to just pay his memory care facility. Can he claim the taxes that they took from his payments every year. That is really all he has.

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Daughter had a 401K that cashed out after she left the company. It was a small amount, less than $200. She used it towards a medial bill. Can she save on taxes

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If I did not receive an Office of Personnel Management (CSA 1099-R) how do I go on in turbo tax?

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How do you delete IRA contribution section. incorrect amount was entered in IRA contributions

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What if I misplaced my 1099

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What do I do if my e-file doesn't work because my social security number was already used?

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Are the amounts in Box 1, 3, and 5 usually the same value? Should Box 3 and 5 only show a percent of the amount in Box 1?

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Forgot to file a 1099?

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I don't know which to choose from the drop down for this "Gross compensation worksheet: State ID for Form 1099R enter a PA Distribution type"?

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Do I leave my occupation as Paraprofessional even though I retired May 27, 2022, or do I put 'retired' in the occupation box?

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How do I know a 1099?

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Tennessee is not listed on box 15 state list

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How do I enter Teacher Retirement of Texas 1099-R income?

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How to go back to add more retirement income before filing tax return?

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My wife doesnt have a social security number, how do I skip the "spouse Info"?

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Can I delete a 1099-C amount I ,mistakenly entered on this 1040 Turbo Tax Free Version

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Do i have to report my roth contributions for 2022?

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I am entering information for my retirement disbursement. The system continually returns me to the form for an incorrect zip. It IS the correct zip as verified by payer

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I have 2 different amounts in blocks 18 & 19 with the same locality in Block 20. How do I fix this error?

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In the pull down tab where it lists the cities for RITA it doesn’t have Cleveland listed. I’m unsure which one I should click?

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I get survivor benefits from the Navy each month, but I don't have my 1099R. Can I file my tax return by just filing in the amount of $ I get?

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SSA-1099 Part B - enter total addition benefits for 2022? The higher amount?

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NYC employee retirement system aka NYCERS is not known in your system

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I have no 1099-R forms to report. How do I delete these?

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If neither of my boxes are checked in 2b of my 1099-R, then what do I indicate on the return? It won't let me continue

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My drop down box for the county school district wont drop down and it wont work

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On one of my 1099-R input I am not able to add my RMD data but no problem for the last 10 years software error?

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I'm trying to fill in my 1099-Q Information, but apparently, there is an error. How do I figure out where the error is? I have tried multiple times.

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Hello, my 1099 INT form that was left blank by the bank. Box 17 state tax withheld line. How do I find this information being that the bank didn’t provide it on the form?

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When filling out form 1099-R what doe sit mean your percentage of total distribution?

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My only income in 2022 was Box 5 on my SSA-1099 for Social Security Disability Income of $14,172. Why can't I e-file??

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Do i need to know exactly how much assistance from assistance programs ive received or can I guess?

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Turbo tax is telling me that I qualify for EITC as my income is $9240 but I get SS and my pension and no earned income. Why is it saying this?

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Do I need to report to social security disability insurance benefits?

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I only had Social Security for income last year and the total was less than the standard deduction. I had no tax tax taken out, so do I still need to file a return?

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How do I enter two SSA-1099 forms since they have two different SS numbers?

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Where to I input my normal military retirement income?

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I have a SSAform 1099 social security statement? I do not have a w2form.

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1099-R State info. How do i find my State if it's not in the select box?

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I can't find WA in Box 15 on the 1099R?

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My 1099-R Illinois Municipal Retirement Fund is not on your list and I have had it on my return with you for years and yet I can't figure out to get it onto your form.

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I am an independent life insurance agent, and I'm not sure how to report my earnings from this year. Google says I need to fill out an IRS Form 1099. Idk how to do that

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Was retired in 2022 so have no W2. TTax says since there is a zero value on Form 1040 in line 9, 11, 16, 18, 21, 24 and 33 I cannot E file. Why wont it let me E file?

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I lost my 1099R form. Does Turbo Tax have access to it?

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Is $680 for COVID research taxable income?

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Can't find my Retirement company on list, what should I do?

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WHERE DO WE ADD 1099-R?

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Que cantidad pongo de Seguro Social La neta deducido medicare o bruto por Retiro?

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Why did they put my anuity payments in the earned income on my federal tax form?

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Why isn't my form SSA-1099 INCLUDED IN MY GROSS INCOME?

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Where do i enter the 1099 c forms

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If I took an ira distribution in CT then later moved to NC is that taxable income in NC as well as CT?

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What now, My Form 1099-R is from State Street Retiree Services for Boeing Retirement Service Center. Your system can't find it... what now?

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I'm received my W-2 from a 3rd party company that handles payroll for 2 separate companies, both of whom I worked for. It says boxes 15-17 are wrong but it's not. Help

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The Federal Law Consent form has me confused. If I do not wish to have my info shared with anyone else, do I click "Agree" or "No thanks?" This language is confusing me?

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One more question.....Am I required to file a return? 85 yo SSA income and RMD only income

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Why is there a question mark over my 1099-R annuity form Tin?

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How to answer the question @ how much of my retirement income from Alaska Teamster union was a RMD? Never been asked this in the past....??

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Should I file tax form for my ss benefits?

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I need to enter my 401k , but do not have the form, and I have two days to file!

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Where would I file my 1099 – R form at?

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My roth ira distribution from my old employer is showing as income. It was rolled over to IRA is that correct?

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It won't let me enter my school district using the drop-down box

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My husband is retired military on social security cannot use his social security number as a tax ID number also what do I do

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Turbo tax is requiring info that is not included on my 1099-R. What should I do?

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Turned 72 on December 31, 2022 chose to take RMD on March 30, 2023. Do I need to show this RMD on 2022 tax return?

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Where do I place my 1099-R information?

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Boxes 9A, 11, AND 13 are empty on my 1099r form but how do you enter that those boxes are empty?

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How do I enter my pension retirement income without giving my PW for my account

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Where can I find how much money is deducted monthly for Medicare Parts B and C? I don't see it on my SSA-1099-SM.

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Why is my disability taxable

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I never had a Roth account so have NO date of payment. How can I complete my turbo tax?

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Where do I find social security adjustment amount?

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I am filing a simple form. My only source of income is from SSA. I did not have any tax withheld. I want to pay it now. How do I do that?

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Why is my State taxable income double my actual?

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If i have 2 different code in box 7 of my 1099 r forms, what do i do?

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How can I owe federal taxes when my taxable income is zero

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Where can i put the amount of my social security benefit mount?

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What to i put on this last check this entry question. show a box that says taxpayer retirement and down below it has ga/fed tax difference?

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My 1099-R form got loaded into my tax return twice, how do I delete one of them

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How do I change the language on my portal to english

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Where do I report 1099 k income of under 20.00.

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What is the minimum amount of early withdrawal penalty from a cd that has to be reported on taxes?

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I do not have 1099-R for my 2022 TSP withdrawal. How do I enter the income and withheld tax info?

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Why does the Out of Balance box pop up when filling out the 1099-Q section of my taxes, when the boxes do add to the correct number, but on turbotax it says it's wrong?

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I didn’t get a 1099-r tried making a few phone calls they didn’t know. I have paperwork and letters from the payer about the transaction but no 1099-r what should I do?

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Bank of America statement sent me 1099-c. $1053.76 where do I enter that info.

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Where would I find the amount of a RMD? I am 74, Retired from the Navy and receive a 1099-R

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Can i enter wg-2 and 1099-r?

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What do i put in these 2 fields on georgia state tax. everything put on my federal. retirement income exclusion retirement income exempt SS benefits I know

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Why is my pension being taxed?

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I’m on disability and received a form SSA-1099. Do I need to file it with my taxes?

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I used all of the same info as last year and am told that my form is incomplete. It is hung up on W-2s. I do not receive W-2s, I am retired. SS only

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Has anyone else had difficulty with their return because the program is not entering there. social security payments into their income?

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There is not number or code in box 7 of my mom's social security 1099-R; they are making me put one in and will not continue my return.

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I started receiving SS benefits in 2022 since my father died in 2021. Do I file this on my tax return or does my mother? I just turned 18 this year.

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I have no W-2 wages, only retirement, but when I checkout the system says I have to mail my return. Why can't I e-file?

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What do I use when Washington State is not on the list of available states for my 1099-R?

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How do i report my Ira withdrawal if IRS have not sent me a 1099

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TT free is telling me I need form 5329. I don't think I do. To file, it says I have to upgrade. I cannot find form or details on the form to check.

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Turbotax is incorrectly adding non-taxable RothIRA distribution to my taxable state income

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Can I enter data on a blank form 1099-b?

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No W-2 because I'm retired. What do I do to get past the W-2 screen

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How is it possible to contribute to an IRA for 2022 in 2023?

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Where can I find my Social Security benefits (FormSSA-1099)?

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TRYING UNSUCCESSFULLY TO ENTER 1099R

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I marked the COVID distributions listed under retirement distributions initially as yes. Got error message. After review, I marked no. Error still occurring. Need help!

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Retired but now in training as a bus operator. Have gotten two paychecks, but I don't graduate officially for one week from now. What is my job occupation?

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If box 2a on 1099r reads unknown what do I do ?

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Question: Lump Sum from 1984 to 2022? None, Zero

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1099-R Inherited

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I am a widow so I collect my husband pension which is a 1099R form do i claim this as regular income or is there something else I should do with this

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Does a box in 13 have to be checked? No boxes are checked on my W-2 and turbo tax will not let me continue

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If tax forms such as 1099"s have been lost or destroyed, how do I get duplicates or info to file taxes?

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Can I get a low income rebate from retirement and survivors benefits?

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Option a) Entire amount of this income is not taxable in PA. Option b) I need to make an adjustment to the taxable amount of this income.

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My return shows a Retirement Savings Contribution of $5 when I did not make any retirement savings contributions. How do I remove this credit?

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How do I submit a Roth IRA on my tax form?

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Why doesn't my social security income show up on my federal tax return?

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TurboTax says I need to upgrade because "you have Additional Tax on Excess Contributions or Deductions (Form 5329)" but I looked up that form and I don't. Why?

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How do I go back to edit an error in my 1099R info? I need to uncheck the disaster box?

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Where to post form 1099-R

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What to do if a 1099-R does not have a box 13 for RMD

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My mom received 25,284.00 i paid all her expenses last year 2022 was her gross income more than the 4,400.00 limit

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My 1099 r form keeps trying to duplicate from box 15 on. Can’t get past it. Who can help?

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Why am I being asked for W2 completion when I only received a 1099? I am retired.

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For my state taxes, TurboTax repeatedly says I have to review the credit for property taxes. I've reviewed it repeatedly, have no idea what is the problem.

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What should I list as taxable income on the IT-140 if I lived in another state?

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What should I do if I accidentally selected I received retirement distributions in 2022 but didn't and now cannot file my return?

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I can't delete form 5329-T. I hit "Delete form" "delete this form", get confirmation that it has been deleted and then it is still there. It is requiring a deluxe upgrade

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