Retirement Tax Tips and Answers | TurboTax® Support

What forms do I fill out of the only income I receive is Social security supplemental income I have 3 kids 11 10 and 3

by on Latest post on by

2 Replies 1907 Views

2 Replies

1907 Views

Why am I getting answers about social security when I don’t receive it

by on Latest post on by

2 Replies 1844 Views

2 Replies

1844 Views

I just got RSU's through my work recently, do those count as taxable income? How do I apply that to my taxes?

by on Latest post on by

1 Reply 2282 Views

1 Reply

2282 Views

How can I file my taxes without former spouses social security number ?

by on Latest post on by

1 Reply 1199 Views

1 Reply

1199 Views

Is it true that Trump got a bill through CONGRESS that says no more tax on SOCIAL SECURITY benefits?

by on Latest post on by

1 Reply 829 Views

1 Reply

829 Views

do i need to report roth ira contribution

by on Latest post on by

1 Reply 860 Views

1 Reply

860 Views

How do I find out if I have a Roth IRA or a Traditional IRA quickly?

by on Latest post on by

1 Reply 101 Views

1 Reply

101 Views

It's asking if I participated in a TSP for 2024. I did, but I don't know the amount contributed

by on Latest post on by

1 Reply 312 Views

1 Reply

312 Views

I am a long time prior client with "TurboTax". I need your help. Please help me. I have two 1099's to file.

by on Latest post on by

1 Reply 434 Views

1 Reply

434 Views

What is the country code for Phillippines to add on 1099 R work sheet!

by on Latest post on by

1 Reply 307 Views

1 Reply

307 Views

I receive railroad retirement and SSI. 2 calls to R/R & SSI still no 1099. Can TurboTax retrieve it for me?

by on Latest post on by

1 Reply 1849 Views

1 Reply

1849 Views

Which method is more acceptable or more common for a person who is a part-year resident in two states and has income fully withheld in one state for the entire year?

by on Latest post on by

3 Replies 1258 Views

3 Replies

1258 Views

Cant take pictures using the QR code for down loading my11 page 1099R forms to turbotax

by on

0 Replies 586 Views

0 Replies

586 Views

I’m missing box d on my W-2 form, how should I go about this?

by on Latest post on by

1 Reply 251 Views

1 Reply

251 Views

I input my 1099R Gross Distribution but there’s no space to enter the taxes I’ve paid each month Any help would be great, thanks?

by on Latest post on by

1 Reply 555 Views

1 Reply

555 Views

How to correct amount for Florida Retirement System?

by on Latest post on by

1 Reply 195 Views

1 Reply

195 Views

Should I fill the 2023 Montana Amounts?. By default the system is showing me that, the adjusted gross income and negative taxable income are filled with zero

by on Latest post on by

1 Reply 894 Views

1 Reply

894 Views

Why am I being forced to upgrade to assisted premium because of sold stock, bonds, or mutual funds? I did a rollover from a Traditional 401k to an IRA Roth.

by on Latest post on by

1 Reply 860 Views

1 Reply

860 Views

I’m trying to enter my DFAS income but experiencing a block and would appreciate assist

by on

0 Replies 425 Views

0 Replies

425 Views

I’m 81 years old and it keeps telling me I took an early distribution and I don’t know why it would say that so tell me what I am doing incorrectly?

by on Latest post on by

1 Reply 309 Views

1 Reply

309 Views

Do we have to take out the amount RMD by Dec 31,2024?

by on Latest post on by

1 Reply 178 Views

1 Reply

178 Views

Sending my return in gave me a Duplicate Social Security Number error but this is my first time attempting to file. What should I do?

by on Latest post on by

3 Replies 1410 Views

3 Replies

1410 Views

What should the answer to this question be : Enter the portion of the following payments attribuatable to the period when you were a NJ resident?

by on Latest post on by

2 Replies 989 Views

2 Replies

989 Views

What do you do if your social security number is on the dark web?

by on Latest post on by

2 Replies 5896 Views

2 Replies

5896 Views

I have a CSRS retirement. What is my RND?

by on Latest post on by

1 Reply 4393 Views

1 Reply

4393 Views

I am at the section asking for employment status on dec. 31. My wife and I are filing jointly. It shows options for my status, but for my wife it only says retired, none?

by on Latest post on by

1 Reply 22699 Views

1 Reply

22699 Views

What do I do if I don't have a 1099 I got a few payments from social security but I am paying them back now so I guessing really didn't get money from them right?

by on Latest post on by

1 Reply 16487 Views

1 Reply

16487 Views

How do I claim my 2023 kicker bonus for Oregon

by on Latest post on by

1 Reply 3455 Views

1 Reply

3455 Views

I can’t find my return. I have my social security number and know what my refund should be but they say my info does not match. What to do?

by on Latest post on by

1 Reply 32439 Views

1 Reply

32439 Views

Trouble Entering 1099-LTC?

by on Latest post on by

1 Reply 9614 Views

1 Reply

9614 Views

It won’t let me complete my taxes without paying for the deluxe package just because I have a military retirement plan

by on Latest post on by

1 Reply 5642 Views

1 Reply

5642 Views

I withdrew money from my IRA to purchase my first home, where do I indicate this on my return so that I am not taxed?

by on Latest post on by

3 Replies 4277 Views

3 Replies

4277 Views

Where do I put distributions from an IR A on my return. I have an inherited Ira which is traditional and I took 12,000 in 2023. Where do I put that

by on Latest post on by

1 Reply 3570 Views

1 Reply

3570 Views

Form 703 multiplies social security payments by 50% (.50) thereby halving the taxable amount. Is this the amount to be used in my tax return?

by on Latest post on by

2 Replies 2812 Views

2 Replies

2812 Views

Should I eliminate the forward slash in MN State/Payer state number (as listed on the 1099-R I received) in the MN MW1 page, or change it back on the Federal list first?

by on Latest post on by

1 Reply 3962 Views

1 Reply

3962 Views

Can't down load The Northern Trust Company 1099-R

by on Latest post on by

1 Reply 711 Views

1 Reply

711 Views

HOW DO I FIND RAILROAD RETIREMENT FORM RRB-1099

by on Latest post on by

4 Replies 1362 Views

4 Replies

1362 Views

Why does it keep putting my Retirement Savings Contribution Fund at $5 when i don’t have a retirement contribution fund? I can not delete it

by on Latest post on by

1 Reply 5690 Views

1 Reply

5690 Views

Has anyone had issues with loading their TD Ameritrade 1099 into the application for tax year 2021?

by on Latest post on by

1 Reply 1412 Views

1 Reply

1412 Views

Turbo tax is asking for monetary amounts from a w-2 form but all I have are 1099-R's. What do I do?

by on Latest post on by

2 Replies 612 Views

2 Replies

612 Views

Where can I get a 10 95a form q per my information on

by on Latest post on by

1 Reply 393 Views

1 Reply

393 Views

Why does it keep asking me the same question over and over?

by on Latest post on by

1 Reply 934 Views

1 Reply

934 Views

Should I add the amount paid to me while on medical leave to the amount in box 12a?

by on Latest post on by

1 Reply 1161 Views

1 Reply

1161 Views

I am declaring My income from my IRA, known as RDM. They show the amount on my Dec statement. How do I enter this information?

by on Latest post on by

1 Reply 1275 Views

1 Reply

1275 Views

What do I do with a 1099-c from a previous tax year that came after last years taxes were filed. It is a 2022. Do I file it with 2023?

by on Latest post on by

1 Reply 688 Views

1 Reply

688 Views

I withdrew from my previous employers profit sharing program and didn't move the money into an IRA. How do I file it on my taxes if I didn't get a 1099-R?

by on Latest post on by

1 Reply 1383 Views

1 Reply

1383 Views

Does not have my bank info, Principal life insurance company?

by on Latest post on by

1 Reply 563 Views

1 Reply

563 Views

What social security do I put in "Parent's information" if my custodial parent is from Mexico?

by on Latest post on by

1 Reply 661 Views

1 Reply

661 Views

When is the 2023 Disaster Distribution available in form 1099-R? Can't file yet and let me come back later...

by on Latest post on by

1 Reply 2057 Views

1 Reply

2057 Views

I had a 1099R from last year. I did not get one this year from them since Ihave been retired over 10 years. What do I do to get rid of it

by on Latest post on by

3 Replies 1066 Views

3 Replies

1066 Views

If I live with and care for my parent who recieves a monthly social security check, do I need to put them and their income on my taxes?

by on Latest post on by

1 Reply 2503 Views

1 Reply

2503 Views

What is the minimum income required for federal income tax to be withheld?

by on Latest post on by

1 Reply 1818 Views

1 Reply

1818 Views

I entered my social security number wrong. How can i fix it on my 1040 form?

by on Latest post on by

1 Reply 1730 Views

1 Reply

1730 Views

I'm trying to enter the year I received a lump sum from social security but ot will not allow me to enter a year pass 2022

by on Latest post on by

1 Reply 2548 Views

1 Reply

2548 Views

Can I deposit money withdrawn from spouse IRA into my IRA?

by on Latest post on by

2 Replies 946 Views

2 Replies

946 Views

If I received my full rmd, but received a portion of it as checks to nonprofits, where do I list those checks so they are deducted from my income. standard deductions?

by on Latest post on by

1 Reply 1583 Views

1 Reply

1583 Views

Can you help me on my tax return to enter the 4-Disability amount. It is not taxable

by on Latest post on by

1 Reply 1490 Views

1 Reply

1490 Views

I am filing using Form SSA-1099. However, I see I am not eligible for electronic filing because "All of the following lines of Form 1040 have a zero value:" 1040???

by on Latest post on by

2 Replies 1008 Views

2 Replies

1008 Views

What is a 1099 form?

by on Latest post on by

1 Reply 607 Views

1 Reply

607 Views

My company put micro soft 365 on my personal phone it operates on windows 10/11 why cant i do my previous years retuns?

by on Latest post on by

1 Reply 885 Views

1 Reply

885 Views

How can I enter 1099-R from United States Steel?

by on Latest post on by

1 Reply 1199 Views

1 Reply

1199 Views

I’m trying to help my mother file her pension and social security benefits statement she doesn’t have an email any more or a phone

by on Latest post on by

2 Replies 1189 Views

2 Replies

1189 Views

They are asking for a bank associated with a pension, I get my ex husband’s partial pension and it is from a pension fund, the form doesn’t recognize it, what to do?

by on Latest post on by

1 Reply 782 Views

1 Reply

782 Views

State tax cannot be more than state distribution, but I don't have an amount in state distribution box., so how do I fix efile error?

by on Latest post on by

1 Reply 840 Views

1 Reply

840 Views

My husband had no income for 2023, but he did receive social security benefits, is that considered income?

by on Latest post on by

2 Replies 615 Views

2 Replies

615 Views

I withdraw funds from my 401K retirement early. My employer did not and would not provide a 1099-R when requested. How do I enter this information into my taxes?

by on Latest post on by

1 Reply 957 Views

1 Reply

957 Views

If my taxes going to be sent out to me at [PII Removed] I didn't know if they sent out my taxes already

by on Latest post on by

2 Replies 540 Views

2 Replies

540 Views

Do I need to file a SSA-1099 Social Security benefit statement?

by on Latest post on by

1 Reply 546 Views

1 Reply

546 Views

Is my net benefits on my SSA1099 before they take out for Medicare or after?

by on Latest post on by

1 Reply 1436 Views

1 Reply

1436 Views

I want to ask if I can put to my grandfather in my taxes because he is retiree.

by on Latest post on by

2 Replies 502 Views

2 Replies

502 Views

CAN NOT LOCATE WHERE TO LIST OUR SSA 1099 IN THE WAGES

by on Latest post on by

1 Reply 363 Views

1 Reply

363 Views

My husband doesn’t file taxes because he’s on ssdi they want his agi from taxes in 22. Don’t know what to do

by on Latest post on by

5 Replies 1021 Views

5 Replies

1021 Views

It says accepted by TurboTax n looks like I shall get my refund by 3/9/2024 but when I look it up on line it's not saying accepted yet who do I believe

by on Latest post on by

1 Reply 349 Views

1 Reply

349 Views

I do not "You have Retirement Savings Contribution credit." And turbo tax is making me upgrade their service. How do i dispute this upgrade requirement?

by on Latest post on by

1 Reply 669 Views

1 Reply

669 Views

I received a 1099-R but I did not withdraw any money from this 401k. The verbiage on TurboTax is as if I utilized this money. Should I report this 1099-R?

by on Latest post on by

2 Replies 619 Views

2 Replies

619 Views

How do I enter info into box 1 on 1099-R form?

by on Latest post on by

1 Reply 422 Views

1 Reply

422 Views

Question on my State of Ohio Tax Return with regards to Nonqualified Retirement Income. Is my IRA Distribution amount considered Nonqualified Retirement Income?

by on Latest post on by

1 Reply 622 Views

1 Reply

622 Views

Last year I was out of work. I didn't file taxes. How to answer question regarding that?

by on Latest post on by

1 Reply 281 Views

1 Reply

281 Views

Why is it asking for info based from 2022

by on Latest post on by

2 Replies 616 Views

2 Replies

616 Views

How do I enter backdoor to Roth in TT using Pro Rata Rule after I rolled over money from 401K to traditional IRA?

by on Latest post on by

3 Replies 950 Views

3 Replies

950 Views

Can you help me add the amount of money I received for my pension. I also didn't put in the amount of money for my heating bills'

by on Latest post on by

3 Replies 617 Views

3 Replies

617 Views

I didn’t include I’m unemployed

by on Latest post on by

1 Reply 276 Views

1 Reply

276 Views

Do I have to report the total Social Security received in 2023? Do I pay taxes on the entire amount?

by on Latest post on by

2 Replies 806 Views

2 Replies

806 Views

Can I get an explanation on why my tax return went from being 6500 down to 2500

by on Latest post on by

1 Reply 253 Views

1 Reply

253 Views

My husband is incarcerated and I don't know social security number ?

by on Latest post on by

1 Reply 426 Views

1 Reply

426 Views

If I had no earnings in any state and neither I nor spouse pay income tax on our retirement income, do I need a Michigan return?

by on Latest post on by

1 Reply 619 Views

1 Reply

619 Views

We are retired filing a joint return. Our income w/out Social Security is less than $32,000. In filling out my return, $12,832 of our Social Security is taxable. Why?

by on Latest post on by

5 Replies 836 Views

5 Replies

836 Views

Do I need to report a loan taken against my 401k plan, since I am repaying it bi-weekly?

by on Latest post on by

1 Reply 451 Views

1 Reply

451 Views

Where do I add my spouses W-2 and 1099? Should it be under income?

by on Latest post on by

1 Reply 328 Views

1 Reply

328 Views

I have ira Roth acorn investment but I was forgot that when I was fill my tax

by on Latest post on by

1 Reply 459 Views

1 Reply

459 Views

We're filing married and my wife made a backdoor roth contribution in Jan 2024. What are the steps to report in turbotax for 2023 tax filing?

by on Latest post on by

3 Replies 841 Views

3 Replies

841 Views

Turbo tax is asking to enter an amount in Box 16 from Ohio 1099 R. My form has no box 16. Why can I continue?

by on Latest post on by

1 Reply 301 Views

1 Reply

301 Views

Can I, as a non American citizen, write off my medicare and social security? Because I will not be living in the states next year. I'd like something back.

by on Latest post on by

1 Reply 451 Views

1 Reply

451 Views

So this is my first time filing and it is asking me about my fathers income but he is a disability veteran and all his money is non taxable what do I do?

by on Latest post on by

1 Reply 512 Views

1 Reply

512 Views

Do I need to file for the amount I had withdrawn out of my 401k. It was taxed before I received the money from it.

by on Latest post on by

1 Reply 356 Views

1 Reply

356 Views

What is box 12 on W-2? On box 13 Ret. Plan is marked, does that lower my federal refund amount?

by on Latest post on by

1 Reply 470 Views

1 Reply

470 Views

Can I input an investment that isn’t listed such as a stable account for disable people? Can I manually add it the amount?

by on Latest post on by

1 Reply 507 Views

1 Reply

507 Views

My box 15 has more than six numbers in it. It’s saying I can only have six and won’t let me submit. I don’t know what to do.

by on Latest post on by

1 Reply 249 Views

1 Reply

249 Views

How do I add my social security disability earnings ? I only have my monthly earnings ??

by on Latest post on by

1 Reply 456 Views

1 Reply

456 Views

What do I put in the drop box under wa pfml and wa cares?

by on Latest post on by

1 Reply 634 Views

1 Reply

634 Views

At age 72 I do not need to be taxed on distributions. So line 2a on my Pacific Life form is 0.00 therefore my amount on 1099-R is not excepted. So I cannot rifle???

by on Latest post on by

2 Replies 691 Views

2 Replies

691 Views

Where can I find my social security info?

by on Latest post on by

2 Replies 1185 Views

2 Replies

1185 Views

According to MyPay account (im in the military), I put 5% of my base pay into Roth TSP. Do I click the Roth IRA box?

by on Latest post on by

1 Reply 453 Views

1 Reply

453 Views

Do I have to file my teacher retirement? if I'm retired?

by on Latest post on by

1 Reply 286 Views

1 Reply

286 Views

What happens if you enter the wrong amount on federal income tax withheld? I heard they’ll just give me that amount and ill have to pay it back is that correct?

by on Latest post on by

1 Reply 323 Views

1 Reply

323 Views

Why am I having to pay more taxes on my retirement that I took out even tho they taxed it already?

by on Latest post on by

1 Reply 339 Views

1 Reply

339 Views

What do I put for my 1099 R for 2b

by on Latest post on by

2 Replies 589 Views

2 Replies

589 Views

I have never had a retirement plan before I started working for the school. How does this affect my taxes and how do I know if I filled it out correctly?

by on Latest post on by

1 Reply 258 Views

1 Reply

258 Views

Where do I report my ex husband pension I received?

by on Latest post on by

1 Reply 398 Views

1 Reply

398 Views

Box 16 on my 1099-R is blank. TurboTax has detected this as an error and won't let me leave it blank. What should I do?

by on Latest post on by

1 Reply 295 Views

1 Reply

295 Views

1099 and sales

by on Latest post on by

1 Reply 431 Views

1 Reply

431 Views

Why can’t I click on any of the counties listed in the school district and county selection worksheet on my phone?

by on Latest post on by

2 Replies 584 Views

2 Replies

584 Views

When do I pay taxes on my social security retirement? Every month or at the end of the year?

by on Latest post on by

1 Reply 277 Views

1 Reply

277 Views

If youmade a withdrawal fromyour roth do you have to report it on your taxes even though its already been taxed for ?

by on Latest post on by

2 Replies 553 Views

2 Replies

553 Views

Unable to enter Social Security Info?

by on Latest post on by

10 Replies 1989 Views

10 Replies

1989 Views

Can I have my 1099 ,2022

by on Latest post on by

1 Reply 271 Views

1 Reply

271 Views

Can I claim someone on my taxes that lived with me for a year that is on social security disability?

by on Latest post on by

5 Replies 970 Views

5 Replies

970 Views

Can I opt out of the Retirement Savings Contribution credit?

by on Latest post on by

1 Reply 543 Views

1 Reply

543 Views

If my child is receiving social security benefits can I still file ? He’s 2 years old

by on Latest post on by

1 Reply 409 Views

1 Reply

409 Views

Social Security Disability threshold florida

by on Latest post on by

2 Replies 2352 Views

2 Replies

2352 Views

My CA state taxes are asking me to enter for field "Wage, IRA and pension adjustments wks: other IRA Adj - Desc must be entered" I have a 1099-R form. What is thisfield?

by on Latest post on by

1 Reply 340 Views

1 Reply

340 Views

I received an email from you about a Retirement Seminar for next Wednesday. Was this legit or did I fall for a scam? Thank you.

by on Latest post on by

1 Reply 435 Views

1 Reply

435 Views

All I have for income is the ssa-1099 does that mean I can not file for the unerend child tax credit?

by on Latest post on by

1 Reply 437 Views

1 Reply

437 Views

I have worked as an Amazon seller so what should be my answer for Which type of income is your 1099-K for?

by on Latest post on by

1 Reply 533 Views

1 Reply

533 Views

CSA Form 1099R Box 2a says unknown instead of an amount like previous years. Why?

by on Latest post on by

1 Reply 435 Views

1 Reply

435 Views

Where can I find the Document ID on a 1099-r

by on Latest post on by

1 Reply 517 Views

1 Reply

517 Views

If I add money to an IRA will I owe less money to the federal tax?

by on Latest post on by

1 Reply 514 Views

1 Reply

514 Views

I am applying for ITIN for my dependents who are required to be claimed under allowable tax benefits. How do I go about this? there is now way to do this in turbo tax.

by on Latest post on by

1 Reply 325 Views

1 Reply

325 Views

Why would you need to file a substitute 1099-R?

by on Latest post on by

1 Reply 434 Views

1 Reply

434 Views

Had my Social Security tax form stolen. Is my full Social security number on it?

by on Latest post on by

1 Reply 327 Views

1 Reply

327 Views

What is state distribution on a 1099-R? where do I find it?

by on Latest post on by

2 Replies 885 Views

2 Replies

885 Views

If i am asked to fill in information "from your W-2 that you received in 2022." does that mean my 2022 W-2 or 2021, since that is the one i "received in 2022"?

by on Latest post on by

1 Reply 385 Views

1 Reply

385 Views

What if I never have a address I was homeless but have a payee for my SSDI account and profile benefits government benefits!

by on Latest post on by

1 Reply 486 Views

1 Reply

486 Views

I took out a certain amount of money early from my IRA so i expected to pay the 10% for taxes due, however the amount due is much higher then 10%, does anyone know why?

by on Latest post on by

1 Reply 327 Views

1 Reply

327 Views

How do I access my 1099 form

by on Latest post on by

1 Reply 411 Views

1 Reply

411 Views

What does having a retirement account mean

by on Latest post on by

2 Replies 581 Views

2 Replies

581 Views

Received a Form 5498 for my Dad's CD which was POD to me. I have already filed a 1099 for this payment on my own taxes. Do I need to include this form on his taxes?

by on Latest post on by

1 Reply 270 Views

1 Reply

270 Views

If I have no taxable income Do I still have to file a tax return for 2022?

by on Latest post on by

1 Reply 415 Views

1 Reply

415 Views

Do I add my 5 year Olds 1099 from his savings account to my income?

by on Latest post on by

2 Replies 541 Views

2 Replies

541 Views

Where must i enter the 1099-G form?

by on Latest post on by

2 Replies 662 Views

2 Replies

662 Views

I didn't get a 1099 G and I didn't get unemployment in 2022.but I do owe for 2021snd they took my 200 stimulus check for that so what do I on my taxes for that?

by on Latest post on by

1 Reply 1387 Views

1 Reply

1387 Views

I did not receive a1099 from social security so how do I add to my tax form?

by on Latest post on by

2 Replies 672 Views

2 Replies

672 Views

I need to change the fact I had social security cuz I said yes now can't figure out how to change it

by on Latest post on by

1 Reply 282 Views

1 Reply

282 Views

How can I get my husband social if he is incarcerated?

by on Latest post on by

1 Reply 467 Views

1 Reply

467 Views

Do I need a Social Security Benefits Worksheet? Can , I complete my Tax return without my Social Security Benefits Worksheet?

by on Latest post on by

2 Replies 953 Views

2 Replies

953 Views

Does the liability tax include the State Tax I'm supposed to pay. I'm retired military and receive social security. I do not have a W-2. I have a SSA-1099. And a 1099.

by on Latest post on by

1 Reply 321 Views

1 Reply

321 Views

I made $21,600 last year Federal $883 Medicare $312 and social security 1340 I got three dependents and I supposed to get a refund of $10,000 dollars is that correct.

by on Latest post on by

1 Reply 276 Views

1 Reply

276 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Live Basic Online