Retirement Tax Tips and Answers | TurboTax® Support

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

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

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Massachusetts PFML 1099-G - How to Declare

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Calculating Roth IRA basis

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1099 INT BOX 15

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4 Replies 268 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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Additional Medicare Form

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3 Replies 1204 Views

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ROTH IRA Contributions taxed

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3 Replies 987 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 56283 Views

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56283 Views

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

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1 Reply 418 Views

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

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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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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 4576 Views

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Filing income tax on my retirement pension income.

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1 Reply 3918 Views

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What counts as a taxable income

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1 Reply 1329 Views

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

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2 Replies 1113 Views

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

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what is a 1099?

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2 Replies 872 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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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 2572 Views

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

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1 Reply 5698 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 7379 Views

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Fellowship income

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4 Replies 6121 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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What should I do about my tex

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1 Reply 276 Views

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276 Views

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

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

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2 Replies 1223 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 16720 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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if deadline is may 1st can I submit on may 1st?

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3 Replies 667 Views

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When are IRA contributions due?

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1 Reply 2620 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 934 Views

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

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1 Reply 1167 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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How to amend a W-4 form at the year-end using TurboxTax app?

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24 Replies 2493 Views

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

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8 Replies 5828 Views

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

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8 Replies 1954 Views

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

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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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How are decedent IRAs handled on the Georgia return?

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1 Reply 575 Views

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

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4 Replies 9271 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 553 Views

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HOW DO I SKIP THE RETIREMTN SAVINGS CONTRIBUTION CREDIT?

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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 526 Views

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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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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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How to get my 1099 form?

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

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1581 Views

Form 1099-R

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

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

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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 317 Views

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317 Views

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

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1 Reply 255 Views

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255 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 304 Views

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304 Views

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

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1 Reply 1109 Views

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1109 Views

Late rollover reinvested

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1 Reply 1791 Views

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1791 Views

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

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1 Reply 3339 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 1175 Views

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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 791 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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2 Replies 700 Views

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700 Views

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

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1 Reply 760 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 1750 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 801 Views

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

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

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1 Reply 1465 Views

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1465 Views

On line with Turbotax where do I put 1099 info?

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1 Reply 215 Views

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215 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 357 Views

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357 Views

I can't find my sons social security number

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1 Reply 420 Views

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420 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 301 Views

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301 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 2767 Views

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2767 Views

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 6355 Views

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

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3 Replies 551 Views

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551 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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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 1138 Views

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1138 Views

I did not receive any 1099-R forms for 2024

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1 Reply 211 Views

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211 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 900 Views

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

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1 Reply 408 Views

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408 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 1788 Views

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1788 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 377 Views

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377 Views

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

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1 Reply 539 Views

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539 Views

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

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1 Reply 199 Views

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199 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 493 Views

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493 Views

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

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1 Reply 1036 Views

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1036 Views

Year following filing 5329 form

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1 Reply 1068 Views

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1068 Views

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 1020 Views

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1020 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 352 Views

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352 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 991 Views

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991 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 1056 Views

1 Reply

1056 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 581 Views

1 Reply

581 Views

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

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2 Replies 525 Views

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525 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?

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582 Views

can i edit my state income tax withheld

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156 Views

Does non military retirement income show here?

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1842 Views

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

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472 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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236 Views

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

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1 Reply 1328 Views

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1328 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 1107 Views

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1107 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 904 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 255 Views

1 Reply

255 Views

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

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1 Reply 312 Views

1 Reply

312 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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1360 Views

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 1005 Views

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1005 Views

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

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2 Replies 788 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 432 Views

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432 Views

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 659 Views

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How do I remove 1099-NEC from my returns?

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2 Replies 880 Views

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880 Views

can you explain mrd to me?

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2 Replies 537 Views

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537 Views

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

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4 Replies 1093 Views

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1093 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 487 Views

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487 Views

Questions Regarding 1099-R Documents

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How do i enter 1099R amount manually?

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1 Reply 398 Views

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Why taxed on social security?

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2 Replies 683 Views

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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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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 332 Views

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332 Views

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

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2 Replies 818 Views

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818 Views

I have lost my 1099s. 1099R & SSA1099

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1 Reply 638 Views

1 Reply

638 Views

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

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2 Replies 1687 Views

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1687 Views

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 329 Views

1 Reply

329 Views

CAN I REVIEW MY ENTRY ON FORM 1099-R?

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1 Reply 406 Views

1 Reply

406 Views

How do I calculate my RMD?

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3 Replies 719 Views

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719 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 1417 Views

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1417 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 1195 Views

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1195 Views

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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1 Reply 899 Views

1 Reply

899 Views

where do I find the rmd on my1099 R?

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1 Reply 217 Views

1 Reply

217 Views

Do I claim my spouses social security income on my tax return

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2 Replies 810 Views

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810 Views

What is the EIN number for Social Security?

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1 Reply 283 Views

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283 Views

when i enter my daughters social security number it says "not valid for employment" printed on it. my daughter's social security card does not show that on it

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1 Reply 765 Views

1 Reply

765 Views

So wtf does TurboTax actually do if we have to diy in a group after being harassed by an autistic robot? Is this even operated by any breathing person or is this hell?

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1 Reply 790 Views

1 Reply

790 Views

TurboTax not allowing me to file. Under Keogh/SEP/SIMPLE it mentions that the deferral should not be greater than $23,000. I enter $23000 but it still wants it fixed.

0 Replies 1307 Views

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1307 Views

Where would I find the RMD information?

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1 Reply 463 Views

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463 Views

My tax credit ($87) for 401K contribution requires filing Turbotax Deluxe for $143. Can I not claim the tax credit and file Turbotax Free to save the $56 difference? How?

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1 Reply 753 Views

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753 Views

Can i add my 401k contributions to the IRA section? is 401k the same as IRA?

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3 Replies 864 Views

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864 Views

Can anyone help me to review my 1099-r information or input my 1099-r

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1 Reply 222 Views

1 Reply

222 Views

Am I eligible for Traditional IRA contribution or Roth IRA contribution if my income is less than $5000

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2 Replies 1189 Views

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1189 Views

how & where do I enter ssa form 1099 as source of income

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1 Reply 332 Views

1 Reply

332 Views

How do you answer the question if you didn't miss a required distribution from a retirement account.

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1 Reply 898 Views

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898 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Free Edition Online