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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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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ROTH IRA Contributions taxed

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

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1 Reply 270 Views

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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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Filing income tax on my retirement pension income.

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What counts as a taxable income

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1 Reply 1303 Views

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

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

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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 7352 Views

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Fellowship income

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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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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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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 16674 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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When are IRA contributions due?

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

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

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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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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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2 Replies 548 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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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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310 Views

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

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250 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 300 Views

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300 Views

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

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1 Reply 1106 Views

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1106 Views

Late rollover reinvested

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1 Reply 1730 Views

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1730 Views

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

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3306 Views

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

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1 Reply 1172 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 780 Views

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780 Views

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 688 Views

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

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1 Reply 754 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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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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For 2024 I received HRA benefits. How can I enter this?

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1458 Views

On line with Turbotax where do I put 1099 info?

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213 Views

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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1 Reply 418 Views

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418 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 298 Views

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298 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 2752 Views

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

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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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I did not receive any 1099-R forms for 2024

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1 Reply 207 Views

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207 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 893 Views

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893 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 404 Views

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404 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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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 373 Views

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373 Views

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

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1 Reply 536 Views

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536 Views

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

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1 Reply 197 Views

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197 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 491 Views

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491 Views

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

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1 Reply 1015 Views

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1015 Views

Year following filing 5329 form

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1 Reply 1028 Views

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1028 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 1010 Views

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1010 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 348 Views

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348 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 967 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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1 Reply 1051 Views

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1051 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 571 Views

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571 Views

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

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2 Replies 522 Views

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522 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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575 Views

can i edit my state income tax withheld

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154 Views

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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469 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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232 Views

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

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1 Reply 1303 Views

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1303 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 1099 Views

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1099 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 901 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 251 Views

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251 Views

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

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1 Reply 307 Views

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307 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 989 Views

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989 Views

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

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2 Replies 781 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 426 Views

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

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1 Reply 651 Views

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651 Views

How do I remove 1099-NEC from my returns?

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870 Views

can you explain mrd to me?

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2 Replies 523 Views

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523 Views

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

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4 Replies 1080 Views

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1080 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 474 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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1 Reply 394 Views

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Why taxed on social security?

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2 Replies 675 Views

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675 Views

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

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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 328 Views

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328 Views

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

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2 Replies 797 Views

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797 Views

I have lost my 1099s. 1099R & SSA1099

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1 Reply 629 Views

1 Reply

629 Views

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

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2 Replies 1651 Views

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1651 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 325 Views

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325 Views

CAN I REVIEW MY ENTRY ON FORM 1099-R?

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1 Reply 393 Views

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393 Views

How do I calculate my RMD?

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3 Replies 710 Views

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710 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 1398 Views

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1398 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 1175 Views

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1175 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 894 Views

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894 Views

where do I find the rmd on my1099 R?

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1 Reply 215 Views

1 Reply

215 Views

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

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2 Replies 801 Views

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801 Views

What is the EIN number for Social Security?

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1 Reply 279 Views

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279 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 745 Views

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745 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 760 Views

1 Reply

760 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.

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1279 Views

Where would I find the RMD information?

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1 Reply 457 Views

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457 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 745 Views

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745 Views

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

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3 Replies 845 Views

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845 Views

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

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1 Reply 217 Views

1 Reply

217 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 1179 Views

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1179 Views

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

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1 Reply 330 Views

1 Reply

330 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 890 Views

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890 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Free Edition Online