Retirement Tax Tips and Answers | TurboTax® Support

Can you tell me where I can enter my IRA rollover in TurboTax?

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Where is the IRS chat bot that they direct me to use after saying I am not eligible for a payment plan?

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I have 2 1099R forms code 7 that have blank line 16, and 1 code 4 that has a blank line 16, and turbo tax wont accept it. Please help

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Should they ask about my 2023 social security lump sum when I already filed for it?

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How do you include a University Athletics Booster Contribution?

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I am an American living overseas and emptied out my 401k in 2024. I received form 1042-S, income code 15. How should I enter the info in turbotax?

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Where can I find the plan cost at annuity starting date for a pension? Form 1099-R does not show this information.

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My daughter goes to school in Canada and their zip code is letternumberletter numberletternumber. The MI State form only allows numerical numbers. What can I enter?

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can i make any deductions on local pa income taxes on a 1099-r form for early withdraw of 401k?

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How do I amend my tax return to add Social Security Benefits from a form SSA-1099-R-OP1?

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My return is simple. Im single and do not have in 1099’s or anything complex. I have one source of income. Why does TurboTax (at check out) want to charge me for Delux.

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How do I add an inherited IRA distribution to my tax return?

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both of us are retired and get pensions, first time filing jointly but the system never asks for the other person's income data??

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Can we claim our monthly stipend/retirement money from our owned business as Miscellaneous income? We are retired and did not set up a pension plan.

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Do I have to add Roxanne’s 1099

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Now a glitch where on same Turbo wrk format showing under revision 1099 R shows Cebu need to put Cebu zip code ! Has NV last residence ! Need help fix issues

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How do I fill out the hardship 401K withdrawal? Do I put the expenses as Distributions for eligible emergency expenses?

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I need to adjust the basis amount for an early distribution from 401k for my PA state taxes

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Do I have to claim social security payments for paying tax on them? I am unemployed 66 year and 7 months old and receive $3,567 per month for social security payments

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I have a 1099-NEC from a Volunteer Fire Department. What option do I select under the question: What type of income is on your 1099-NEC.

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If I don't have the information on a missed RMD, can I file now and revise later?

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I have a 199-R from my deceased Mother's pension is this considered a withdraw from a retirement plan?

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Calculate my RMD

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Why do I have to agree to the Early Refund Processing Service if I selected not to use it?

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My adult son is Autistic does that qualify as disabled in the Less common situations?

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can i finish my taxes but i never received a 1099 form id number 099 for or a tax

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My husband doesn’t qualify for public pension deduction on form M1M line 29.

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For strange reason I am Not sure why I am Not getting email codes !Thank you for answering on refund only 85 ! For AGI 1/2 SSA shouldn’t that be earned income

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care provider address does not allow for Armed Forces Pacific (AP) as an entry for state. Since it is a drop down box I cannot manually enter either.

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How do I respond to a question on Part 1 of my Mass state tax which says I should enter info on my federal return, concerning tax-exempt pension?

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Financial institution not listed for entering 1099-R. How can I enter my 1099-R information?

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RRB-1099-R has no BOX 12, however it does have a Box 11 labeled Medicare Premium TurboTax has a box 12 labeled Medicare Premium Total and is asking for a dollar amount

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Where is the question to mark yes for being deaf

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I only made $13113 SSA 1099 Plus 1099 R for IRA distro $850 Held $85 in taxes ! As Head of Household Standard deduction shows 16550 but I am only getting 85 !?

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For strange reason I am Not sure why I am Not getting email codes !Thank you for answering on refund only 85 ! For AGI 1/2 SSA shouldn’t that be earned income

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it is a retirement pension annuity so since they took out state tax, then is this then excludable?

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How do I find the COMMUNITY SERVICE CONTRIBUTION CREDIT Certificate Number?

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How do I report a retirement income from State of Wisconsin, and it is listed as a 1099-R form and i cannot find a place to put it . Can you help me?

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what box do i check on turbo tax if i have a simple ira

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Does us the value of your Roth IRA ? is this the amount i put in in 2024 of the value of the investment?

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As a federal retiree should my wifes' pension be exempt from NC state taxes due to the Bailey decision? She was employeed before 1989

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Why would NYS ask for our 1099's after they accepted our return?

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Do I have to file my state income even they are not taxable?

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where should I mentioned pension i receive in india

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Where on my return can I find out when state will withdraw payment for taxes owed

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Ho can I find state type code for Pennsylvania retirement distribution

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In what box do I put my social security and my church contributions total

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I can't find how and where to enter my military retirement pay even after turbo has sent me directions.

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Why is “New York Teachers’ Retirement System” tagged as an invalid name when I’m trying to enter information from my 1099-R?

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1099 R doesn't show NYS distribution of my Bene-IRA or my pension, creates error

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Can I tell go ahead and tell Turbo Tax the amount that should have been listed in Box 16 on a 1099-R form even though the amount was listed in Box 14?

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Is Woodmen Life Interest Accrued for 2024 taxable. We didn’t get 1099’s

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If you take a premature distribution from your Traditional IRA for child’s tuition, what is the process to ensure you do not get penalized for the early withdrawals?

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Can you help me get my history in any program that my wife got money from because she deceived me for more than 10 years and until now she has

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How do I add extra social security income

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Is the description in Box 14 USCOSR an additional retirement contribution? Or are these wages paid for a leave of absence?

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What does it mean when they ask about the retirement system being exempt amount or exempt percentage?

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Are the 1099 R form for the retirement and from the ameriprise the same as they are different numbers? I is stating that my balance is higher with the two

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if the amount on my 1099-R pension is incorrect. how do have the amount corrected?

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Employees Retirement System of Georgia that’s state tax exempt is being taxed by Turbo Tax! Why?

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My Statement of Annuity Paid form shows federal income tax withheld in Box 4, not 2. Is there a discrepancy.

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Is my pension from the Michigan Public School Employees Retirement System a 403b and is it subject to a required minimum distribution?

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I need to enter info from a 1099-NEC. My wife received a payment of $110 from a risk company due to her employer going bankrupt. How do we enter that info?

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should I list $$ compensated for building a house? He does not have a business per say. If so, where do I list this on the return?

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My Military Retired pay is 100 percent tax free in Kentucky, yet TurboTax says it is taxable, that is incorrect. How do I fix it in TurboTax's automated system?

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is money inherited from a CD taxable? where is that reported, what form??

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Withdrew money from TIAA-CREF and taxes were taken out. Where do I enter this in the form?

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State has requested extra doc for 1099 withholding, what does this mean? What docs do they need for verifying my taxes?

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is 1099-K same as 1099-NEC?

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My wife's mother passed away and my wife had a 1099-B sent to her for distribution to all the siblings. How do I include this in our taxes as the account is now closed?

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How do I reenter RMD info from a 1099-R?

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Can I still file under my llc if the 1099 is in ny personal name?

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On my state tax I put $12.97 online 3 online 13 and I think online 10 I don't know how to take it off could you help me

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Your company took money from my account. Could you please explain why you took money?

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BNY Mellon Disbursement does not appear on Turbo Tax for my 1099 R entry. Should I use just the BNY that comes up on turbotax

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Does being terminated qualify as loss of livelihood for tax exemption for 1099-R distribution?

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retirement distributions for eligible emergency expenses. Does a foreclosure or reposesión of an auto count.

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May I use as a IRA distribution? $3100 for expenses during 3 mo. FMLA/rcvd Short term disability 1 month and not enough money to pay bills including mortgage.

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the program does not let enter 1099-R income, it goes directly to investment income.

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1099R for a nonqualified account. Choices are for 403b or other qualified plan. Neither choice fits. How do I respond?

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I said I had a home when I should have marked that I live in a retirement community. Where is the question on the tax return I am filling out?

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Turbo tax took to much money

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cani ignore 1099-R box 4 instructions say attach copy B. I do not have an e copy

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Can I write in EXEMPT in box 14 on the 1099-R form on this site?It is written in on my form but won't let me on the computer fill it in. It is asking for dollar amount

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Why did my payment go up when I entered my 1099-R? I already had taxes taken out when it was distributed.

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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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