Retirement Tax Tips and Answers | TurboTax® Support

Why , as a retired person and having donated everything I own, mostly new items 12,000 dollars , do I owe on my pension which is not much money?

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Our social security numbers are correct but Turbotax disagrees

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I have filed with turbo tax. I didn't have any deduction. Received all my taxes back. This year I had no taxes taken out of my IRA. Do I have t

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I do not have my 1099-R form or my SSA 1099. What is the easiest way to get them to do my taxes? Will I go past the extension date?

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What is the impact on my 2024 taxes for taking a 59 1/2 withdrawal of 100K from my 401K?

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How do you enter an IRA rollover if the company did not provide a 1099-R form?

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How do I file just the 1099 G if I already filed my taxes and just got the 1099 today

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I don't have a 1099-R this year but it is asking for one

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My social security is in the wrong spot How do I fix it on your site?

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Where do I enter inherited ira ?

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Hello, i accidentally rolled over a pre-tax part of my Roth401k ( employer match) into my Roth IRA. Can I take from Roth IRA and invest in trad. IRA for tax break?

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Is there no way in Turbotax to estimate my taxes for 2024 related to possible retirement senarios?

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Why is turbotax showing taxes due on my retirement account in PA?

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Can I draw money out of an inherited it’s more than once a year!

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Paying for higher education costs with IRA Rollover funds and claiming exemption for early withdrawal. Do you do that in the year you file your taxes?

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How do I know I contributed to much to a Roth 401 and how do I withdraw the excess of so?

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How do I take where I put that on a house?I found out it's still in my mom's name.So I have to take out the tax form

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Backdoor Roth conversion distribution

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PRUDENTIAL cannot provide my 1099R for my retirement annuity. I need to know how much penalty I will pay in addition to the taxes!!

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Is T2T and DAV contributions deductible?

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Did I file my 1099 on here?

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I have a 1099-C from Wells Fargo installation of dates how do I apply to my tax info

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Why did they not withdrawal my state tax yet? Please advise

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I took an IRA withdrawal to be place back in the IRA within 60 days to avoid a taxable event. Does IRA qualified funds to beplaced in the same IRA or just an IRA product?

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I received a 1099-R for a 401k rollover. Do I need to report this still? Are they counting it as income?

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It’s not letting me add my wife’s social when I go in to edit her information. There is no where to add it. How do I fix this?

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What do I do if I didn't report my overcontribution to my 401k before april 15?

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If we haven’t taken any money out of IRA account, we don’t need the value, only the contribution amount correct?

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If I didn't get a 1099 from an employer and did not file will I still get my tax refund?

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What taxes I have to pay in MA statewhere I live since last year, if I getting SSA pension and New york City teacher retiremnt system pension?

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When I keep putting in my birthday and social security data it keeps denying it

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Why is the subtraction adjustment not carrying over properly from last year?there is a slight increase of income from SS and retirement. NYS taxable is no longer $0.

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Should railroad retirment taxes count as income taxes withheld?

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It’s saying I’m missing information of my 1099-NEC but I put the information in that’s on the paper

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Why do i owe so much in taxes this year? is it because im drawing social security and retirement?

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I have a 30,000 distribution on my taxes and that was not 2023, I have no 1299 and not sure whty this is listed in trubo tax

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My state taxes have still yet to be debited from my checking account but I believe I declared an auto withdrawal for a day or two ago. Should I be worried? What to do?

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Do I file military retirement as civil service

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Can you help me? I have not received 1099-r forms from OPM, Social Security and AFFINITY PLUS FEDERAL CRDDIT UNION.

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I thought once you were past retirement age you did not have to report you SSA benefits on your federal tax return?

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Do I claim my half of my ex-spouse's military retirement that he pays me directly in California?

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Is pension income in one state taxable by another state?

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HOW DOES THE FORM 5329 LINE 55 ADDITIONAL TAX FOR FORM 1040, LINE 8 GET ADDED TO TURBOTAX FILING?

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If my pension plan wrote a different state in box 15 than the one I live in, do I have to file a return in that state too?

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How do I fix the "issues" on my 1040? i.e. Line 9 - Total income has a zero value?

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None of my 401k companies are showing up in the search bar

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Where do I add my retirement amount

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I have money in my 401k going to something called Roth but it doesn't say IRA. What is it?

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What is the maximum contribution for those older than 50 years old for 403B 401K?

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My return is stopped because the program wants an 9nput for box 16, but my copy of the 1099-R does not have a box 16. WHAT CAN i DO?

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Are survivor benefits taxable?

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I'm trying to enter my 1099-R info for Equitable Financial Life Ins Co. (name on the form) this doesn't seem to "come up" It shows 5 different unrelated company names ?

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Early Withdrawal penalty on IRA? already disabled and on SSDI can I check the exception for permanently disabled?

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I'm being penalized for underpayment of estimated taxes. I don't have taxes taken out from my social security. Can this be the reason?

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What information do i enter in a Pa wage statement summary?

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I can't find where to enter my 1099-q info

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My husband gets Teachers Retirement System income. The app shows the gross distribution as $0.00 and I can’t figure how to change it?

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Can I speak with someone who can help me find the "take me to my return button" (as I was directed to do in an earlier text)? I need to add a 1099R form.

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How to I enter money earned as a bonus check for law enforcement services?

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Where do I put my 1099R on tax return. It is TSP that I had while on active duty and since now have retired. first time receiving a 1099R?

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What additional documents (W-2, 1099-B, etc.) need to be included with the 1040 forms when filing with the IRS?

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I received my Form 1099-R from the Employees' Retirement System of the State of Hawaii

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Do you calclulate the discounted amount of social social

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My financial institution is not listed on the page. Where do I add my pension?

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Why on Credit Kama says that I have money on Texas

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How do I enter a deduction for public adjusters fees

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Ohio does not tax Social Security. Why then is my adjusted gross income for my Ohio taxes include Social Security?

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form 1099 ssa to gross income total?

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I took $18,750.00 from my 401K and took taxes out in the amount of $3750.00. I did a rollover of $300,000.00 and put in an IRA CD

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Where do I list a distribution that was paid back within 60 days. This is NOT disaster $. Just a distribution that was repaid

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When it says enter My total Roth IRA contributions for 2023 do I enter my amount from the 1099R?

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Why was my wife's 1099 filed, but not mine? Bothe Raymond James. Secondly, where do you get the information in the first place?

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I'm working my taxes and they double my gross distribution.

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CANT EDIT PENSION INCOME THIS YEAR

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Re: California tax form pension and annuity adjustment form. IF my retirement annuity federal tax deduction is less than my CA deduction, do I just subtract CA from fed

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When I am in the Other Wages/Income section for the 1099-G for my state, what is reflected on TurboTax (used them for 7+ years) is different from the physical 1099-G? Why

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If I received Form 5498 IRA Contribution Information 2023 form after I already filed, do I have do an amendment. This is a rollover not income.

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Some investments grew, some shrunk, but I received no income and took no withdraws from them. Do I need to include any increases as income?

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I do not know what the source of this distribution of my Retirement is, What circle do I check when it is a Distribution from Pensions, Annuities?

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Should I file my 1099-NEC form from 2022 if I didn't file taxes in 2023?

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I need to change my W4 withholding for my Arkansas teacher retirement pension income. I need to get a specific amount withheld. Can you tell me what to do?

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Is there a way to correct the 2023 Disaster Distribution worksheet? I am getting an error code: QDD23X. I am unable to add in the portion that is/was taxable.

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My husband & I are filing separately to help lower my student loan payment. Our income is from W2s & a 1099R. Should I add a community property subtraction adjustment?

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In State tax form, It is mandatory to write county. drop down has only US county. I reside in India, What to do?

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Ssa-1099 for an adult disabled child - do we claim the benefit?

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How should I file , my wife passed Dec 26 2021, No income from her estate after Jan 1 2022.

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Do I enter the 1099-SA forms?

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Do I have to enter my stock and IRA fair market value if I have never taken money from them?

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My wife is unemployed from last 1 year and she is getting free medical insurance benefit. I want to know if her benefits are not disturbed if I file tax jointly.

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State & federal IRA distributions forms completed and taxes withheld entered on form. Now asking me to completeM1W what do I do.

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I do have question regarding my tax return?

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What should I do if the amount is different in box1 of my 1099-R?

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My gross distribution is $0.71 The box is highlighted red and says enter gross distribution in box 1 I entered $0.71. Whats the issue?

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Can't download 1099 tax statement from Edward Jones

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Can I set up a Roth IRA account for 2023? I don't have any account yet

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Where do I add my early retirement credit

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Not certain on, "some or all of my pension ' taxed by another state. I was a teacher in one state and live in another. I have been retired/lived out of state many yrs

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If I am working anymore and receiving survivor's benefits each month, living permanently, outside US do I need to file my income tax return earned from SSI only?

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Over paid into 401k

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I am on the Turbo Tax page for my 1099-R. Box 9a is blank on my 1099-R, Turbo Tax wont accept 0 in that box. Message says minimum value is 0.01. What should I do?

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Where do I key my 1099 b section

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I sold some Stock from my fidelity IRA, for RMD. I didn’t receive a 1099 C. Is the $1000 on the 1099 R gross distribution my RMR?

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How do I get to my wife's form to enter her 1099R?

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I received a 1099-MIS form for renting my timeshare for a week in the state of FL. Where do I enter this information on my tax return?

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Why can't I proceed? I have entered an amount for Gross Distribution for 0f $0.02. This is the correct amount.

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Monies received from retirement fund were not taxed. How do I send the FED and state money to cover projected taxes?

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Would I be able to proceed if I don't indicate my husband's total amount of traditional IRA contributions for 2023? The transamerica portal is currently down.

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If I rolled over my work IRA to a personal IRA after retirement,is that considered a Contribution ?

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Why are they taking more taxes out of my retirement distributions?

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Does anyone know the URL for Matrix Trust Cpmpany for my 1099-R?

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Where in thus new format do I plug my new 1099R?

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On my 1099-R from my Military retired pay their is no box 11- 1st year of designated Roth contribution but on turbotax its asking for a year

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Enter in ippin and social security number????

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I inherited a roth ira from my cousin in 2022. She was 79 when she passed away. I want to cash in the ira now but I am 58 years old. Will I have to pay any penalized?

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How can I change the total gross distribution from $6460.08 to $3230.04

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SSA-1099 has box 3 benefits received in 2023 -includes $ from 2022 and 2021. How do i input so Turbo tax doesn't add them altogether, causing me higher taxes?

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Does rolling over an employer sponsored retirement plan to a new IRA constitute a "contribution to a traditional IRA"?

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Why do I get an error code on my 1099-R entry for a box 15 State when my 1099-R does not have a box 15b?

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If I did not get a 1099R because I didn't get a distribution this year why won't it let me continue?

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have form 1099 G from when I lived in Kentucky in 2022. Is has a $184.00 refund for state taxes. How do I list this?

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If I have three different retirement accounts and each of them are different financial investment institution. Do I file them separately? Or do I combine the total them?

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Why does Turbo Tax show our tax due as $17,59 when the W-4 and the 2023 tax rate chart shows $10,294?

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I don't understand how you got $18,663 for taxable SSA. The numbers I input add up to $26,685.

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I need help filing my tax return form 1099

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Is all social security benefits taxable. Last year only 85% was taxed.

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How do I determine if an IRA withdrawal is a SIMPLE IRA with more than two years participation?

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I got shares of a private S-corp with minimal value. Is there a place to declare this on my return, or do I need to fill out a separate form independent of a tax return?

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Our joint tax return was accepted Jan 19. Very simple mostly retirement income. We received our state refund 2 weeks ago. anyone else being held up?Suggestions?

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How do I locate the place where I enter a 1099-NEC?

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I withdrew my retirement because my job shut down permanently but I don't see that option

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If you are doing a 1099-R form and it asks for a yr. but I don't have a Roth and i won't let put in a 0, what do I do?

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Wells fargo has not sent me a 1099-r. all they sent was a statement

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Do I need to include a 1099-R for a ROTH IRA that was received upon the death of my father?

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My husband used square to receive payments for services he provided for his business. He is not sure how to report this income or where he would receive a 1099-k from.

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Who can I contact to get my 1099R if I still ain't received it in the mail?

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If I had a direct roll over do I have to list it on taxes?

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Where is the question about taking a leave of absence within the year? Such as flma?

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I was asked to fill in box (D) the number in the box of my W-2.When I did an alert symbol (!).It does not allow me to move forward. What do I do?

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Shouldn't I get a refund on my MASS state tax return because of the senior circuit breaker law ? I receive a pension for state service and pay no tax. I'm 77 years old.

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It says to enter type 1d from my 1099 from fidelity it doesn't have 1 d

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I received a 570 code on my tax transcript, could that be because I had early withdrawal from 401K?

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Where is the drop?

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Should I elect to treat the tax withheld as paid when it was actually withheld?

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I’m not finished with my return,, How do I get to the right place to add my social security?

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I need to add expenses for 1099 but it won't let me

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I am trying to enter info from my 1099-R but cannot find a 24 character number to enter. It's the same as last year.

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Hello. There's a question in Deductions & Credits about a deposit I made, Is This a Repayment of a Retirement Distribution? does it need to be the same account?

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I changed jobs during 2023 and had already met my social security max. New employer took out additional social security. How do I file to get this reimbursed?

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