Retirement Tax Tips and Answers | TurboTax® Support

How do I report my pension income from another state? How do I enter the deduction allowed in MA?

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Where do I put my retirement from South Carolina?

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I'm trying to find where I enter the information from a Form 1099-LTC into Turbo Tax. Does anyone know where I can do that? I'm using the free addition.

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Can I file my Georgia retirement income and my NC tax information at the same time?

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I am retired fed employee who turned 73 last year. Turbo Tax wants the RMD due by 12/31/24. Should I enter the Gross Distribution in Box 1 from my 1099-R?

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How do I change my return so I don’t claim retirement savings credit?

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I need to talk to someone about my information that I just submitted for my spouse 1099 form

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A family member's CSA1099R says that his taxable amount is unknown. How do I find this?

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So this year I got a $150 tax credit and I'm assuming its because I started my 401k last year but why am I having to use a tax credit?

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1099-R format not recognized

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IS TURBO TAX HAVING A PROBLEM WITH THE CSA 1099R?

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I'm trying to do Free Turbo Tax, but it says I have Additional Medicare Tax (Form 8959). How do I delete this form?

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335 Views

where do i find the required minimum distribution for my retirement account?

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767 Views

1 have a 1099 to add as income

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1 Reply 276 Views

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276 Views

the system is forcing me to take the retirement savings contribution credit but it will cost me more to upgrade then what I am getting back. How do I bypass it?

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I complete info for 1099-R but still asks for state /payer's state number of 14 digits How can I move on after entering correct information?

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1596 Views

Can I clear something on this return. There is two 1099 hrs. on here one does not belong it’s blank and I cannot get rid of it?

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1 Reply 498 Views

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498 Views

I don't have one of my 1099-R forms. How do I save what I've already entered?

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1099-R: Type of account should not be selected for this distribution

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I'm told I have to file with a Delux form, but I don't have a 5329 form. My taxes are basically the same as last year.

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1 Reply 548 Views

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548 Views

Where do I enter gross distribution

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Withdrawal from def. comp. not enough tax (CA) taken out. Now shows required quarterly payments for 2025. How to avoid, now know to have more taken out of a withdrawal?

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1 Reply 706 Views

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706 Views

How do I know if the plan I have is a 403(b) or not?

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1 Reply 248 Views

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248 Views

Did not take RMD for 2024

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1 Reply 654 Views

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My it’s was 0 on last years return and it is still the same this year I was told it is my security code that was wrong and need help to fix it

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512 Views

I did take the RMD $149.48/mo. until June 2024 when my account was closed and received the final check of 766.60. That is all I received in 2024. Where do I enter this?

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IRA Early Distribution for First Time Home.

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If I never contributed in any type of retirement fund, how can I be taxed? Have I broken the law?

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This is the 1st we've heard of a RMD. How would we go about withdrawing funds prior to 1 Apr?

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655 Views

if i file a 1099R can i use the free turbo tax it is saying I need to get deluxe version?

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Do I need to enter my 1099-R ?

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ON 1099-R I have no box 16a and tax form asking for state distribution

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1 Reply 339 Views

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Trying to determine how to respond to the RMD shortfall of $1.00. She received her normal $200.00 per month until June2024. Her Accnt was closed in 6/24 and her balance

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I live with my grandma and she gets social security, can I claim her?

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Trying to enter income from my 1099-R form Distribution from my state retirement. I thought I had already entered this information but it is showing $0.00. What to do?

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401k calculation seems off

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sO NOT HAVE A w-2FORMBUT A 1099R FORM WHAT DO i DO NEXT?

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2 Replies 335 Views

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forgot to include my ny state retirement income for 2024?

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Do veterans report social security benefits?

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can i not claim my $106.00 deduction for my 401 plan

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How does 401K contributions affect tax returns?

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Tradidional IRA vs 401k

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How do I clear the Needs Review on my CSA-1099-R form?

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How can retired service member get the Baily/Emory Deduction forNC residents?

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turbe taxx states "Simple Roth IRA Plan" but I have a Simple IRA. What is a Simple Roth IRA, is this a missprint?

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I'm having difficulty figuring out where to add my additional income from a fellowship grant. I was told it is taxable and should be reported, how do I do so?

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Why do i keep getting a railroad retirement amount

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What are the tax benefits in filing a 1040 vs.1040-SR?

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TurboTax won't save my "yes" answer to the "Did you move this money from a 401(k) to a Roth 401(k)?" question for my 1099R form, what do I do?

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

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Remove my social Security number

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what is joint annuity

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TurboTax - Washington State is not in the selection drop down for box 15 on 1099-INT. Not only that the link to get to a live person via the damn app isn't working.

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where do we input a 1099R for military retirement? It is not a withdrawal, but a payment?

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Code W on 1099-R

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Wife has no social security number?

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In the state Ohio form I got on a page that required me to select either me or my husband and clicked one and now can't get rid of it, it's regarding a lump sum.

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I don’t have a roth IRA and it’s making me pay 29$ to file my taxes even though i do not have a Roth IRA, anyway to fix rhat

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what do you do with 1099

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I need to enter UNK in box 2a when entering 1099-R info, but the box only accepts numbers. The 1099-R says UNKNOWN.

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I need to enter UNK in box 2a when entering 1099-R info, but the box only accepts numbers. The 1099-R says UNKNOWN.

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Can I deduct for ROTH contributions?

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Can you help me get my 1099-R form?

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134 Views

There is no box 16 on my form 1099-R

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Wife's retirement distribution on Pennsylvania return

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It is asking for EIN number I only have social security for income do I have to put anything in there?

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I am filing a North Carolina tax return. I have entered a deduction for military retirement pay. However I am having a problem with the software recognizing this entry.

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I inherited the retirement plan from my deceased husband. I am 64 years old and should not pay RMD of $985. How can I correct this on my taxes?

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How do I know which method I used to figure out how much of my annuity is taxable? Simplified method? Or general rule?

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I don't pay state taxes on my retirement

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If my CSA-1099-R shows "unknown" in box 2A Taxable Amount Can I leave it blank, put in 0 or gross distribution?

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when I worked for Ssripps it was reg retirement after I moveed severval yr. the sold the pkan and it became an annunity.wjere does it fall now?

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No Oregon state tax withheld on 1099-R. How do I fill in Box 15? "State number"

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I am only receiving widow benefits last year was 17,388 Will I need to file income tax?

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If my distribution code is 7D and I can only enter one of the two, which one do I enter?

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i need a statement for a loan that I didn't file last year due to retirement. Where on turbotax does it say I didn't file for 2023? thanks

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I never got a Form 1099-R . What should I try. Phone calls and looking on line got me nowhere.

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I receive small amount of money from Ohio Carpenters pension fund from my divorce where do I add the amount for income

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One of my retirement accounts made an error & deducted CA State taxes. Should I file a non-resident return? Is there someone I should contact?

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If I took out the entire amount of my annuity money, do I need to add the RMD?

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Where can I add the 1099R form if the W-2 is already completed

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We gifted our son and his wife $9,000.00 each for purchase of a home . Does this decrease my taxable income

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I moved from Colorado to NC 5 years ago. Have been filing in NC since then. I have a pension and this year I received two 1099R forms, part of the income reporrted in CO.

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Can I attach a form 1099R to my return if I efile?

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Retirement Savings Contribution Credit

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Standard Deduction, married Joint, Both over 65

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inherited IRA distribution

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Why is taxable amount “unknown” on 1099R?

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Do I pay tax on insurance settlement through Paypal?

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CA State Refund - Line 71 errror

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No federal taxes were taken out on my W2 and I didn’t think it was wrong until I had already filed

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MI state stand alone efile

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Can I enter my 401k contribution in the "Traditional and Roth IRA Contributions" section?

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We received a check from Wells Fargo Remediation for refund of home warranty service. Does this need to be reported as income on our taxes?

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Maryland 1099-R box 19

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Box 7 on 1099 R says 7-NONDISABILITY - this is not one of the choices in drop down menu - what do I put in there?

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7641 Views

1099-R

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Can I deduct Traditional IRA contribution if I was only covered by a 401k for a couple months and left the employer?

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Why will this program not give me the option of entering my spouse's 1099R State retirement fund?

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3 Replies 337 Views

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Turbo tax is saying that my employer withheld too much Railroad Retirement Tier 1 and that they owe me a refund. That is wrong and its messing up the rest of my taxes

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15 Replies 6616 Views

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Withheld amount in 1099-R is not reflected in 1040-X

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My Form 1099-G for Iowa Unemployment only has box numbers from 1 to 8...I need to enter info from boxes 10, 10a, 10b on my tax return, but I don't have that info.

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16.1% tax rate. I am in the 12% tax rate bracket. 2 companies W-2, and some investment in stocks.

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Code 2 is in box 7 of my 1099-R. What does "early distribution, exception applies" mean in the code explanation? I was 55 when I retired.

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I was required to upgrade due to Additional Tax on Excess Contributions or Deductions (Form 5329)

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Can I claim my mother on my taxes

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Where do I record Voluntary Federal Income Tax Withheld as noted on my Form SSA-1099 (Social Security Benefit Box 6)?

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Are House Inspections and other Closing Costs exempt for Early Withdrawal penalties from RAs?

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1 Reply 2120 Views

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I would like to file from abroad. I withdrew my pension and need to report the coronavirus check. How can I receive help with Turbo Tax with no US phone number?

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I'm retired with a dwindling balance in my HSA account. Can I transfer IRA money to the HSA even if I no longer have earned Income?

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Can start filing for 2020? without visiting Form 1099-R Retirement, because I am not retired.

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I need the simplified method form

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In addition to social security I received $600 from a retirement community for music program . How do I report that?

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If I move to Puerto Rico, do I have to pay federal taxes on my pension?

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Why is Turbo Tax asking for information that does not apply to me? Asking for information from line u on SC1040, I don't have that form. I entered 0 but it will not accep

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9142 Views

Can you please tell me which line from form SSA 1099 social security benefit statement I should use to provide the IRS with the AGI

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I am on social security and do not owe taxes do I still have to file?

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I want to continue tracking my roth IRA basis in 8606. I have tracked this in lines 22 and 24, but it is not populating. How do I populate these fields in the 8606?

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I am filing for my deceased mother & I do not have her Form 1099-R or Form SSA-1099. How do I obtain those?

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Where do I list my Dependent Military retirement income???????

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Do I have to include my monthly social security check in my gross amount for the year in filing my income taxes

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"Were you under your minimum retirement age when you received the distribution?" Does the UNDER mean less than 59 1/2 years of age OR

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Where can I get my 2022 wage statement from

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Box 13 of W2 has a check mark under 'Pension Plan'

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Where do I list veterans pension benefits on 1923 tax form?

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What is my government pension from india counted as taxable income?

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Where I should show my pension income from India

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I got an IRS notice. Asking for 'Statement of benefits on retirement income indicating the date issued, gross amount, taxable amount and withholding'. Where can I get it?

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Does this service guide in writing our will?

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Is there a way to estimate my 2024 taxes on turbo tax? I retired this year and would like to estimate them.

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How to add social security income?

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8041 Views

How do I see the social security benefits worksheet used in my return?

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I’m a retired collecting Social Security on me I’m trying to file my taxes from 2023

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I’m applying for hurricane help for windows. They want my AGI. Last year it was high due to medical & had to withdraw from 403b.Is that the amount I have to give them?

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11080 Views

Are the aid & attendance monthly benefits taxable for a veterans serving spouse?

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How do i switch to 2022 to fill out m1pr form for that year

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Will it affect me if I was incarcerated for the past six months

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If my social security benefit is $3400.00 per month and my other monthly income is $2340.00 pre-tax how much will I be taxed?

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On Form 1099-INT, Box 2 (Early withdrawal penalty) we have an amount. Will this help any. If so, where do we enter this amount?

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3 Replies 6516 Views

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I am in the early stages of planning to move to another state. I would like to use my TurboTax 2023 1040 scenario for 4 states I have in mind. Can I do that?

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My form SSA 1099 for 2023 does NOT HAVE a TIN NUMBER . What should I do?

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I have National pension scheme and Employee provident fund accounts in India. Do I need to file 3520/3520-A and Does 3520/3520-A trigger 8938 even if under threshold?

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20577 Views

I have a traditional IRA and Roth IRA in Fidelity for backdoor Roth purposes. I plan to rollover my old Roth IRA from Betterment to Fidelity. Will this cause tax issues?

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Are funds that are received from a deceased person (form 1310) taxable?

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Can I add an addendum to claim nb who’s social came in late?

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Where can I enter the 1099-R I received?

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Do I add my social security income when I file my taxes?

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Turbo Tax is not deducting my SSA-1099 income at the state level. How do I correct this prior to filing the return?

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Should I half to fill out the last question for section c on my taxes because I don't have any code nor do I understand why they are asking me for one?

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