Retirement Tax Tips and Answers | TurboTax® Support

I worked for a company that was sold to another co...

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How can I tell if I have an IRA or Roth IRA? I kno...

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We did not file in 2017 as advised that earnings w...

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How do I remove the Retirement Savings Contributio...

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Form asks for first year of designated Roth contri...

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Trying to enter info from ssa1099 but can’t get to...

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HOW DO I GET THE FORM TO ENTER ANOTHER 1099-R TAX...

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How to tell Turbo a rollover from 401a and Roth to...

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I haven't entered my 1099s or 1099r info because I...

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Tax penalties for withdrawing 401k early now and a...

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After learning that my AGI exceed Roth IRA limits,...

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How does TT handle RMD that was made directly to c...

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Do I report contributions to a traditional IRA and...

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How do I respond to TT question under Roth IRA “Wi...

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For the last 2 years my federal tax return was del...

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How can we add another 1099R?

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If I need Form 1099 to add as tax documents for a ...

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In 2018, I made excess Roth contributions. I got a...

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How do we report excess contributions to Roth IRA ...

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Do I include a 1099-R with codes J in box (7) and ...

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Am I directed to form IT201 or is it populated fro...

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Am I directed to form IT201 or does it get populat...

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I need to amend my 2017 taxes to include a 1099-r ...

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Is it my taxable income if my debtor repays the de...

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How do I report excess contributions to our Roth I...

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Looking over my final return to forwarded. In loo...

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Why won’t it take my payment I enter a month?

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My 1099r was out in wrong place

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I retired but receive a pension / W2, is this cons...

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What information will we need in order to decide w...

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Hi, i meant to have a 1099 form nut i made a w2for...

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Why am I being asked so many questions about my ex...

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TurboTax is calculating the wrong value on form ny...

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Can you help me to find out , i need to do tax for...

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Why did Turbo not claim a partial reduction to my ...

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Inherited non-qualified annuity from deceased pare...

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How to withdraw from your automated tax return pro...

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Is a Traditional IRA Contribution a part of Schedu...

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How do I get my 1099

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How do I enter a lump sum disability payment that ...

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Im amending my return to add another ira deduction...

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Can I put 1 for line D on the Federal W-4 if I am ...

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How do I file separate without spouses social secu...

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On sept. 3rd I received a retroactive pension chec...

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I was told my employer took to much social securit...

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At 69 years old do i have to pay penalty on 401k w...

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I am trying to file late taxes for 2016. My former...

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Should I have 1099 form from retirement system. wh...

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I am retired and have lived in Mexico since 2017. ...

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Left job to move to another state to be care giver...

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I am the executor of an EState, the beneficiary of...

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How do I fix my social security problem so I can f...

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What do they mean by "Attach supporting documents ...

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If I am under a up to 60 day chosen review .will i...

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xyz

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If I roll over or withdraw funds from my IRA to my...

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We retired in NM, but are now domiciled in SD as o...

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How do i find our social security numbers from pre...

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Why do I enter my bank account info when I enter t...

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Receiving pension 2019, going to be taxed 20% when...

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Box 2 on tax form asks for Fed tax withheld. Box 2...

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What should I do since my current job does not tak...

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How can I edit my 1099 amount earned?

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Family income is only SSI. We have IRA account ($...

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There is no place to enter. 1099 info in the turbo...

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I need to enter 401k

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Does an existing Roth IRA roll over to a different...

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How can I find out how much my state pension was t...

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Why does my form say csa 1099-r instead of just 10...

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401K Loan still due?

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I lost my low income housing assistance check afte...

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Can i withdraw my entire refund from intuit card?

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Why is my Turbo kicking me out from checking my cr...

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I need to amend my CA 2016 taxes - I neglected to ...

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I opened a traditional IRA in 2008 with money that...

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How do I get a copy of my 1099

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How do I have past loan when I've never took one o...

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Can I access the worksheet covering IRA distributi...

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You allowed my federal refund to be taken for dept...

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I would like to do a retirement tax projection usi...

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Social security tax withheld

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Why do I have a 1099 form when I didn't own or hav...

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Why does the program state that I am over the age ...

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I will inherit IRA from a 71 yr old brother who di...

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Where on the La. State Income Tax Return do I ente...

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Is my PERA contribution an IRA contribution?

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If I only earned $5,000 in wages in a year, can I ...

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What is the 1099-R distribution code for a Medical...

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1099 R form. i didn't cash it out but i still rece...

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2 Replies 86 Views

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Would like to take $20,000 out of my Roth IRA, I h...

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My fiancé father recently passed away. He thinks t...

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Do I owe taxes on returns of a Money Market which...

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Won’t let me bypass deluxe because of retirement c...

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What license from the state of FL do i need if I'm...

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Automatic withdrawal has not happened.

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Does it matter if my husband has not gotten his ss...

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I opted for turbo tax to allow the VA state tax to...

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I did not have a 2017 disaster distribution from a...

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Where to enter tax levy from SSA 1099?

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2 Replies 117 Views

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Is Schedule k-1 and schedule Q the same as an IRA ...

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I need to correct a social security number

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Are there any tax benefits if I purchase a primary...

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I was asked to submit an explanation statement abo...

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Which turbotax do i need? i am non resident retir...

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Should I have an amount in 12a on my 1099R because...

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How do i file a SSA 1099?

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Do I need to delete the retirement savings contrib...

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What is a 1099 form

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Retirement / Pension / Social Security- What % of ...

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Turbotax is treating my civil service annuity dist...

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My W-2 has my HSA Employer Contribution listed as ...

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3 Replies 284 Views

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Where can I get the Social Security Benefits Work...

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Do I still need to file an SSA 1099 when I am on S...

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2 Replies 134 Views

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How do I remove the Retirement Savings Contributio...

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1 Reply 77 Views

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Can you help with the tax ramifications of an inhe...

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2 Replies 944 Views

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I have a housing allowance deduction for retired c...

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1 Reply 274 Views

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Wife has SSA-1099 lump sum payment for 2014, 2015,...

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1 Reply 123 Views

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How do I enter my 1099-G

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1 Reply 102 Views

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My only income is social security which doesn't sh...

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Where does Soc. sec. income go on the form?

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Till would date can I take a Distribution from my ...

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Apart from W-2, I received 1042-S, income code 16....

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What will happen if you enter the wrong amount on ...

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As a retired public safety officer, I'm eligible t...

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4 Replies 287 Views

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Is a 401(a) retirement plan considered eligible fo...

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1 Reply 161 Views

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Where is the jump to 1099r? I don't see it

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1 Reply 114 Views

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I am a railroad employee and made payments for the...

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1 Reply 227 Views

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I contributed a portion of my IRA RMD to a charity...

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7 Replies 233 Views

7 Replies

233 Views

How do I get SSA-1099 form?

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1 Reply 95 Views

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Do I need to amend my return if I forgot to file a...

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1 Reply 124 Views

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Confusion about 1099-K filing with eBay/at a loss?

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12 Replies 812 Views

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Box 7 of my 1099R form says nondisability. There i...

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2 Replies 73 Views

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Box 2a on my 1099-R says Unknown . How do I indica...

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We want to gift money to our daughter for down-pay...

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Where do I File a 1099-T Form

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Received early distribution from Retirement plan b...

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How do i report an inherited ira from a parent

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4 Replies 347 Views

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What to do if I put the wrong social security numb...

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3 Replies 166 Views

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Should my daughter (age 5) qualify under the disab...

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3 Replies 94 Views

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I have an IRA with money in it that I'm currently ...

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Is social security retirement income taxable

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I have a 401K but I didn't receive a 1099R

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6 Replies 347 Views

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Can I claim 0 (zero) on my withholding to receive ...

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Where do i put inheritance income from a deceased ...

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1 Reply 77 Views

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How do i file a 1099-R

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What is the retirement savings contribution credit

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Took a loan from 401k but did not receive a 1099 R

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VA Benefits is that income

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What do i do with a 1099-G tax form?

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Dependent is receiving Social Security.

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