Retirement Tax Tips and Answers | TurboTax® Support

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

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

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

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

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

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

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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 82 Views

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82 Views

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

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1 Reply 396 Views

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Late rollover reinvested

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1 Reply 246 Views

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

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

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

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

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3 Replies 286 Views

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

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On line with Turbotax where do I put 1099 info?

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

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I can't find my sons social security number

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

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

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

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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 276 Views

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276 Views

I did not receive any 1099-R forms for 2024

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1 Reply 48 Views

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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 276 Views

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

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

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

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Year following filing 5329 form

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

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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 237 Views

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

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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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can i edit my state income tax withheld

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Does non military retirement income show here?

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

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

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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 155 Views

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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 151 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 36 Views

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

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1 Reply 56 Views

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56 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 156 Views

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

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2 Replies 194 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 70 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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How do I remove 1099-NEC from my returns?

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2 Replies 280 Views

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can you explain mrd to me?

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2 Replies 67 Views

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

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4 Replies 243 Views

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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 137 Views

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Questions Regarding 1099-R Documents

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How do i enter 1099R amount manually?

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Why taxed on social security?

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2 Replies 109 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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Is my 25k CD account interest taxable? I just6 keep rolling it over. No withdrawals.

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I have lost my 1099s. 1099R & SSA1099

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

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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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CAN I REVIEW MY ENTRY ON FORM 1099-R?

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How do I calculate my RMD?

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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 486 Views

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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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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 543 Views

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543 Views

where do I find the rmd on my1099 R?

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1 Reply 60 Views

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

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2 Replies 278 Views

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What is the EIN number for Social Security?

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84 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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248 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 285 Views

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285 Views

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

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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.

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Where would I find the RMD information?

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210 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 333 Views

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333 Views

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

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3 Replies 235 Views

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

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1 Reply 66 Views

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66 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 286 Views

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

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1 Reply 183 Views

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183 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 466 Views

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466 Views

I am self employed and receive social security. I have a 1099 form, but do not have a w-2 form

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1 Reply 134 Views

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134 Views

Why would turbotax claim i need to upgrade for a form that i dont need for addtional tax on excess contributions or deductions 5329?? I can't even ask w/o being charged!

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1 Reply 733 Views

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733 Views

My recently deceased spouse received a 1099-R from NYS Teachers retirement System this is from his deceased step mothers retirement after her death. How do i enter that?

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how to report survivor benefits

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I received $2059.02 from Allianz Life Insurance this year, probably the same each year of my retirement. Is this a 403b or 401k or what?

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2 Replies 306 Views

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I took out a loan on my 401 k which I pay back with a payroll deduction.

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2 Replies 223 Views

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Why is TurboTax requiring to upgrade to Deluxe? It says I have IRA contributions, yet I don't recall having to pay for this last year. What changed?

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How to file 1099 with my last paycheck in this tax year?

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4 Replies 253 Views

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I am widowed and mget 18,5600 a year on social securty only do I have to file taxes?

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2 Replies 138 Views

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I earned 18,5600 all social securty do I file on that

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1 Reply 60 Views

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60 Views

I made a mistake in my first question. I withdrew $20000.00 to satisfy RMD. I used $2k for the taxes.

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2 Replies 147 Views

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Where on my 1099 foreman, will I find the Payer information ?

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2 Replies 136 Views

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I don’t have a date of payment on my 1099-R

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Do I enter my VA pension?

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111 Views

how do i find out how much i contributed to my kpers retirement plan in 2024?

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1 Reply 173 Views

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173 Views

can auto fill be changed on distribution box. It is showing 7D but 1099R code is 7 IRA. Manually changing does not work.

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1 Reply 307 Views

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307 Views

I would like to withdraw my application for filing at this time. What should I do with the information I have provided?

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1 Reply 141 Views

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141 Views

Why does Turbo Tax keep saying I owe state taxes when I know Hawaii does NOT tax Social Security and retirement income?

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1 Reply 320 Views

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320 Views

whee can i get my social securtiy form with amounts on it?

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1 Reply 108 Views

1 Reply

108 Views

Need to enter 1099R but I don’t know the financial institution name

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1 Reply 266 Views

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266 Views

i received a distribution from my grandmothers death from an Annity. They withheld the Federal taxes. Do I need to enter the 1099-R on my taxes?

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1 Reply 295 Views

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295 Views

I received a 1099 K for selling clothing online, however the turbo tax options are for crypto information, how do I enter my information?

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147 Views

1099R "Where is your distribution from?" for code G

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1 Reply 1174 Views

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Why do I owe NYS taxes for 2024? I haven't since I've been retired.

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0 Replies 340 Views

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Where do I enter box 12a S? I skipped over it and need to go back to enter it correctly.?

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1 Reply 443 Views

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443 Views

Where do I find my RMD?

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1 Reply 194 Views

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194 Views

Can I change my selection of contribution to the presidential campaign fund question on form 1040, before I file?

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1 Reply 872 Views

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social security taxable income error

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Tax Payments Worksheet: Line 15-Date filed has an unacceptable value. What do you do if this doesn’t apply to you but they keep asking to enter a date

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Why does my "Picture of Your 2024 Income" show an entry of "Social Security-nontaxable"?

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0 Replies 540 Views

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Why do I need to enter my spouse information when we are filing separately? If I don’t put his social security in I don’t get my taxes?

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1 Reply 384 Views

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384 Views

Where do enter form 1099 R

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2 Replies 159 Views

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159 Views

I pulled out my contribution from my Roth IRA, what is the exemption I use to not pay taxes on it

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1 Reply 227 Views

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227 Views

On pension deduction worksheet what is If Roth Conversion?

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1 Reply 475 Views

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475 Views

I don't remember needing a 1099r for this year yet turbo tax wants to cover all the info for one. Am I missing something?

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1 Reply 194 Views

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194 Views

Why is there no amount on 1040-SR, line 4a "IRA Distributions", even though I laboriously entered amounts in Turbo Tax from 1099-R?

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3 Replies 321 Views

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SEP IRA

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1 Reply 175 Views

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Do I need to file 1099R statements?

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1 Reply 150 Views

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150 Views

What do I do if my SSA 1099 has been lost?

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1 Reply 84 Views

1 Reply

84 Views

1095A

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1 Reply 261 Views

1 Reply

261 Views

where do I enter 1099r ?

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1 Reply 60 Views

1 Reply

60 Views

Is my Veterans Pension Benefit 2024 Total of $1056.00, Tax Free?

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1 Reply 184 Views

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184 Views

First time reporting 1099-B since 2021 and I have some questions.

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4 Replies 626 Views

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626 Views