Retirement Tax Tips and Answers | TurboTax® Support

If i contributed to my ira and my spouse is covered at work do i need to withdraw that money? I thought I did but the software is not asking me to do that.

by on Latest post by

6 Replies 272 Views

6 Replies

272 Views

Somehow my 1099's were placed on the pensions and annuities line. I have no pension or annuity.How can I correct this?

by on Latest post on by

3 Replies 157 Views

3 Replies

157 Views

We took from 401k bc spouse could nolonger work. does this fall under disability

by on Latest post on by

2 Replies 158 Views

2 Replies

158 Views

Is it correct to put down my IRA Contribution as a Tax Credit (Step 3) and Adjustment (Step 4) on my W-4?

by on Latest post on by

1 Reply 104 Views

1 Reply

104 Views

Should I have been charged a 6% tax on a backdoor Roth conversion? We do it every year, and 2021 was the first time this has happened?

by on Latest post on by

1 Reply 85 Views

1 Reply

85 Views

Does Turbo Tax support Form 5329?

by on Latest post on by

4 Replies 143 Views

4 Replies

143 Views

Where do I find the amount required to withdraw from my Chase IRA for 2020-21?

by on Latest post on by

6 Replies 368 Views

6 Replies

368 Views

If my wife is a nonresident under DACA, and I am a US citizen, filing jointly, how do we file her 1042-S, income code 15, early 401K withdrawal as a substitute 1099-R?

by on Latest post on by

1 Reply 135 Views

1 Reply

135 Views

1099R was not filed during Tax Return. What should be done to fix it?

by on Latest post on by

2 Replies 195 Views

2 Replies

195 Views

If taxes were already withheld from my RSRs, do I still need to report the sale as taxable income?

by on Latest post on by

4 Replies 193 Views

4 Replies

193 Views

Is a direct rollover from a 401K to an IRA taxable?

by on Latest post on by

8 Replies 292 Views

8 Replies

292 Views

What was there a withdrawal from my bank account in the amount of $218 on May 13 payable to TurboTax?

by on Latest post on by

1 Reply 129 Views

1 Reply

129 Views

I have a 1099R from the Defense Finance and Accounting Service US Military Pay and I have no idea how to enter it.

by on Latest post on by

2 Replies 126 Views

2 Replies

126 Views

Do I need documentation to prove which % of my Roth 401K contributions are from me the employee (not taxed on withdrawal) vs. the employer (taxed on withdrawal)?

by on Latest post on by

5 Replies 180 Views

5 Replies

180 Views

Excess Roth IRA contribution

by on Latest post on by

2 Replies 136 Views

2 Replies

136 Views

I cannot get past Form 322 : Contribution date needs to be before due date

by on Latest post on by

1 Reply 20 Views

1 Reply

20 Views

For my CA taxes, Schedule CA (Wage, IRA and Pension Adjustments) line 8 has my entire W2 amount listed in it. Would this be accurate if I took a Paid Family Leave?

by on Latest post on by

3 Replies 67 Views

3 Replies

67 Views

How do I edit the Form 1099-DIV worksheet . I need to change the Recipient address. All boxes except ZIP code is editable

by on Latest post on by

1 Reply 20 Views

1 Reply

20 Views

If I am the widow of a retired service member (Navy) and get US military annuitant pay. Which box do I check for where is my distribution from?

by on Latest post on by

1 Reply 33 Views

1 Reply

33 Views

The program has doubled the taxable amount of our traditional ira distributions.

by on Latest post on by

1 Reply 34 Views

1 Reply

34 Views

We over contribute to DCFSA by $5000. It's reflected in box 10 on W-2 forms. Will TurboTax catch it and automatically add non-qualified amounts back to taxable income?

by on Latest post on by

1 Reply 30 Views

1 Reply

30 Views

What if cost or adjusted basis is "missing" from 1099-B form? Should I leave it blank?

by on Latest post on by

14 Replies 16114 Views

14 Replies

16114 Views

What is the proper way to adjust the cost basis for the SLV / GLD ETFs that are structured as trusts, and have monthly expenses that show up on your 1099-B?

by on Latest post on by

42 Replies 13668 Views

42 Replies

13668 Views

In the review of my annuity they say tax withheld can't be more than the distribution . It is not so why is this statement coming up?

by on

0 Replies 30 Views

0 Replies

30 Views

Do I need to report the amount of the Trust Beneficiary funds that I received from distribution?

by on Latest post on by

1 Reply 42 Views

1 Reply

42 Views

Does a Roth conversion count towards the $4,300 "income" limit for someone to qualify as "other dependents"?

by on Latest post on by

2 Replies 78 Views

2 Replies

78 Views

How do I answer the question "Any Periodic Payments?" in regards to my Military Retirement Pay?

by on Latest post on by

1 Reply 31 Views

1 Reply

31 Views

How to fix IRA Wks for Part A, Line 4a

by on Latest post on by

2 Replies 105 Views

2 Replies

105 Views

Does TurboTax sort out Social Securiy ? . I don't recall being asked about it in TurboTax and my 1040 lines 6a and 6b are blank ... does that sound right ?

by on Latest post on by

1 Reply 37 Views

1 Reply

37 Views

1099-R Roth IRA distribution question

by on Latest post on by

2 Replies 108 Views

2 Replies

108 Views

Do I need to report a 1099-Q form related to a 529 rollover that doesn't violate the 12-month rule?

by on Latest post on by

1 Reply 39 Views

1 Reply

39 Views

My wife died in May of 2020. In 2021 a $300.00 death benefit was issued to me, and I'm trying to enter it in Turbo Tax. TurboTax is asking which year it is "for." ???

by on Latest post on by

2 Replies 64 Views

2 Replies

64 Views

I have a 1099-R that has after tax contributions converting from IRA to Roth for the last 2 years. TT thinks that I need to pay taxes. How do I fix that?

by on Latest post on by

4 Replies 100 Views

4 Replies

100 Views

What should I do if i don't receive the 1099 NEC form on time? I keep asking my employer and he keeps saying he will send it, but so far i haven't got it.

by on Latest post on by

2 Replies 73 Views

2 Replies

73 Views

Do we add interest pain to us on and IRA CD?

by on Latest post on by

1 Reply 42 Views

1 Reply

42 Views

Where is the ssa 1099 intered on the tax form

by on Latest post on by

1 Reply 49 Views

1 Reply

49 Views

Should amounts contributed to charities via QCDs be entered under Deductions and Credits on my Tax Return ?

by on Latest post on by

1 Reply 34 Views

1 Reply

34 Views

My W-2 has two lines of data for box 18-20 but turbo tax says I should only have 1. Where or how should enter the 2nd set of data? Both lines are labelled, LOCAL T.

by on Latest post on by

1 Reply 41 Views

1 Reply

41 Views

When will Form 8915-F be added? It's currently March 17th. Will it automatically bring up my 1099-R info from the previous year?

by on Latest post on by

2 Replies 187 Views

2 Replies

187 Views

401k rollover to traditional and roth Ira

by on Latest post on by

1 Reply 76 Views

1 Reply

76 Views

I have a statement of annuity paid federal pension box 2a unknown box 5 has an amount does the software deduct box 5 from gross income of do i do it myself

by on Latest post on by

1 Reply 40 Views

1 Reply

40 Views

What happens to direct non-taxable contribution from brokerage when you do standard deduction?

by on Latest post on by

1 Reply 45 Views

1 Reply

45 Views

How do i find the relevant information on my 1099? it is asking for box numbered boxes but non of my documents have numbered boxes

by on Latest post on by

2 Replies 54 Views

2 Replies

54 Views

How do i hook up my credit karma act . to also get the 5 day early and when accepted by irs will be in my account

by on Latest post on by

1 Reply 47 Views

1 Reply

47 Views

I have a 1099-R from John Hancock Life Insurance Co. Searching for "John Hancock" only shows "Hancock Whitney Bank." How do I enter my information? Thank you!

by on Latest post on by

1 Reply 35 Views

1 Reply

35 Views

Do I enter a 1099-S on any form?

by on Latest post on by

1 Reply 50 Views

1 Reply

50 Views

Rolling a Roth into a Traditional IRA

by on Latest post on by

2 Replies 117 Views

2 Replies

117 Views

Does turbo tax down load my 1099's from schwab?

by on Latest post on by

1 Reply 52 Views

1 Reply

52 Views

Does the contribution from my insurance company (not employer) reduce my total allowable contribution to my HSA?

by on Latest post on by

1 Reply 48 Views

1 Reply

48 Views

What are considered "contributions" to my traditional and Roth IRA?

by on Latest post on by

1 Reply 47 Views

1 Reply

47 Views

Where do I enter 1099-comp

by on Latest post on by

3 Replies 133 Views

3 Replies

133 Views

Where do 1099-r entered?

by on Latest post on by

1 Reply 46 Views

1 Reply

46 Views

How to overcome difficulties uploading 1099-B form from Robinhood. Bypassing the hassle of the final pages are challenging. Need assistance.

by on Latest post on by

1 Reply 58 Views

1 Reply

58 Views

How to report the RMD without 1099-R ?

by on Latest post on by

4 Replies 834 Views

4 Replies

834 Views

Where do I enter my SSA-1099 amount?

by on Latest post on by

2 Replies 95 Views

2 Replies

95 Views

1099-R

by on Latest post on by

13 Replies 579 Views

13 Replies

579 Views

Excess ROTH IRA Contribution

by on Latest post on by

6 Replies 76 Views

6 Replies

76 Views

Should a 457(b) account balance be included in the total of Traditional, SEP, and SIMPLE IRA question?

by on Latest post on by

1 Reply 41 Views

1 Reply

41 Views

The form is asking me to enter my 1099-R provider's info. I need to get past this request as I do not have any 1099-R income!

by on Latest post on by

1 Reply 28 Views

1 Reply

28 Views

If you inherited a Roth IRA, how is the question "Were any of your Roth IRA(s) set up before 2017?" Is that based on the initial account or when you inherited it?

by on Latest post on by

2 Replies 420 Views

2 Replies

420 Views

I pulled out all my company 401K, but then got hired back and I paid it back. waiting on that document, but will need help where to log in the withdrawal and the pay back

by on Latest post on by

1 Reply 65 Views

1 Reply

65 Views

Does turbo tax send out 1099 NEC

by on Latest post on by

1 Reply 60 Views

1 Reply

60 Views

Does filing schedule C for proffesional gambler change my MAGI ? I make to much to contribute to Roth IRA but if my winnings and losses are on schedule C instead of hobby

by on Latest post on by

3 Replies 126 Views

3 Replies

126 Views

When doing a Roth conversion of a non-deductible contributions from traditional IRA . is a rollover IRA included in the list of all IRA balances to determine tax free %

by on Latest post on by

2 Replies 125 Views

2 Replies

125 Views

If I deposit $8,000 lump sum into my checking acct would that get flagged by IRS or cause a flag when I apply for a house next year?

by on Latest post on by

2 Replies 168 Views

2 Replies

168 Views

Where can I find my 1099 Form?

by on Latest post on by

6 Replies 893 Views

6 Replies

893 Views

If I retire from my current employer of 33 years using the Rule of 55, can I contract back to the same employer and still avoid the penalty on early withdrawals?

by on Latest post on by

1 Reply 142 Views

1 Reply

142 Views

A falsified 1099 form was sent to my parents address that has my name on it and says I received $3168 from LMB OpCo LLC, what is the best thing I can do to address this issue and resolve it?

by on Latest post on by

6 Replies 517 Views

6 Replies

517 Views

Is there a way with turbotax to estimate 2021 taxes now? I need to determine if I can stay within my tax bracket and do a Roth Conversion before year end.

by on Latest post on by

1 Reply 99 Views

1 Reply

99 Views

I worked in US from 2018 to 2019 and moved to Canada for 2 yrs. I moved back to US in Jul 2021. Can I contribute the full $19.5K for 401k tax deductions for FY 2021?

by on Latest post on by

2 Replies 158 Views

2 Replies

158 Views

What do I put down for line 14 column (e) on my 1099-B form?

by on Latest post on by

2 Replies 448 Views

2 Replies

448 Views

Can I transfer my ROTH IRA to a traditional IRA, without penalties?

by on Latest post on by

6 Replies 2389 Views

6 Replies

2389 Views

Do I owe taxes on a QTIP trust final remainder distributions after the surviving spouse dies ?

by on Latest post on by

3 Replies 278 Views

3 Replies

278 Views

If you settle your child support as a lump sum (in the separation agrmnt)

by on Latest post on by

2 Replies 200 Views

2 Replies

200 Views

Do we need to take the money out from our IRA account this year?

by on Latest post on by

3 Replies 468 Views

3 Replies

468 Views

Can I contribute to my company's 403b Roth IRA even thou my AGI is over the limit ($139K) for a personal Roth IRA? Does the fact that it's company managed make a diff?

by on Latest post on by

3 Replies 348 Views

3 Replies

348 Views

Can I withdraw my initial Roth IRA investment without tax penalties as a 53 year old who lost his job due to pandemic. I want to avoid penalties

by on Latest post on by

4 Replies 289 Views

4 Replies

289 Views

Will transferring money or securities from an inherited Roth IRA to a non-IRA account increase my adjusted gross income and trigger additional tax for me?

by on Latest post on by

1 Reply 106 Views

1 Reply

106 Views

Please answer a question. why can't turbo tasx look at my return now 60 days overdue vfor as mistake

by on Latest post on by

3 Replies 308 Views

3 Replies

308 Views

I already filed and you already took the money out of my account where are my taxes what is going on

by on Latest post on by

1 Reply 78 Views

1 Reply

78 Views

How do I record K-1 Box 17 Code V income from a PTP? I created new K-1 with just Box 17 code V for this PTP. TT says to check PTP box on K-1 but cannot locate.

by on Latest post on by

3 Replies 491 Views

3 Replies

491 Views

If on a K-1, Box 20 refers to Statements B and Z, but there are no such statements, does that mean I should put 0 in those boxes

by on Latest post on by

1 Reply 69 Views

1 Reply

69 Views

I have my 1099 on my TD Ameritrade account but turbo tax isn't linking as I provide my account # and document ID

by on Latest post on by

9 Replies 2212 Views

9 Replies

2212 Views

Provided wrong answer to question "did you receive a stimulus check". Fogot that we got a 1200 payment in July. What to I do now.

by on Latest post on by

1 Reply 77 Views

1 Reply

77 Views

Why should I file form 8606 vs 5329?

by on Latest post on by

1 Reply 84 Views

1 Reply

84 Views

Re a 1099-R it asks if I received periodic payments. I receive monthly payment, income already recorded on this tax form. Does this mean other payments or the same ones?

by on Latest post on by

1 Reply 79 Views

1 Reply

79 Views

My husband worked a job that he got a 1099-NEC. Will he be notified by social security what he owes or does he need to contact someone?

by on Latest post on by

1 Reply 69 Views

1 Reply

69 Views

TT wants the IRA earnings of $209 recorded as credit for ROTH IRA, yet our AGI exceeds the limit and we can't contribute. I've entered 0 instead, is that correct?

by on Latest post on by

2 Replies 136 Views

2 Replies

136 Views

Corrected excess Roth IRA contribution for 2020 before filing tax, need help in capturing 1099-R information w/o having the actual 1099-R

by on Latest post on by

3 Replies 365 Views

3 Replies

365 Views

Does anyone know where to file 1099-G?

by on Latest post on by

1 Reply 72 Views

1 Reply

72 Views

Is the former spouse of military, receiving retirement from DFAS, eligible to deduct from oklahoma state taxes?

by on Latest post on by

1 Reply 79 Views

1 Reply

79 Views

Hi, I entered income data from my 1099R but the figures are not showing up on the wrap-up page. What am I doing wrong?

by on Latest post on by

1 Reply 47 Views

1 Reply

47 Views

How to fix Canada Pension Tax ID number and Area code

by on

0 Replies 86 Views

0 Replies

86 Views

Question on Dividends. I have to enter values from box1 and box5. They are different. I get a message to review because of that. That is my question

by on Latest post on by

1 Reply 54 Views

1 Reply

54 Views

Where is the federal taxes paid by retirement system and RMD?

by on Latest post on by

1 Reply 63 Views

1 Reply

63 Views

Roth IRA contribution withdrawl to cancel

by on Latest post on by

5 Replies 272 Views

5 Replies

272 Views

Does filing a tax extension gets me more time to withdraw excess 401k and HSA contributions?

by on Latest post on by

1 Reply 68 Views

1 Reply

68 Views

401k withdrawal of after tax contribution

by on

0 Replies 75 Views

0 Replies

75 Views

Transferred IRA Basis Is Different Than Basis Entered, After Backdoor Roth IRA

by on Latest post on by

5 Replies 1127 Views

5 Replies

1127 Views

Where do I enter my SSA-1099

by on Latest post on by

1 Reply 87 Views

1 Reply

87 Views

Can income declared overseas be deducted from my U.S. taxes? (This is income unrelated to that which appears on a W-2 form)

by on Latest post on by

1 Reply 73 Views

1 Reply

73 Views

I did my first 401K withdrawal and need to add information so Turbo Tax can access financial information needed for taxes?

by on Latest post on by

1 Reply 80 Views

1 Reply

80 Views

Oregon form 1099-G for 2019 tax refund- where do I put in that form?

by on Latest post on by

1 Reply 74 Views

1 Reply

74 Views

Inherited IRA

by on Latest post on by

5 Replies 636 Views

5 Replies

636 Views

I receive retirement checks from a US company, but live in the Philippines. The distributions are taxed at 30%. How do I enter the taxes withheld in Turbotax?

by on Latest post on by

1 Reply 80 Views

1 Reply

80 Views

I do not remember the amount of the 1st stimulus chec

by on Latest post on by

1 Reply 74 Views

1 Reply

74 Views

Hi. Do I include a Schedule K due to a partnership in an IRA rollover on the federal 1040 form or do I ignore it because it is an IRA investment?

by on Latest post on by

1 Reply 63 Views

1 Reply

63 Views

Unable to properly convey Backdoor Roth (After Tax) contributions in TurboTax. My after tax contributions are correctly deducted but not my spouse contributions.

by on Latest post on by

1 Reply 81 Views

1 Reply

81 Views

How do I list TSP contributions in my tax return?

by on Latest post on by

1 Reply 61 Views

1 Reply

61 Views

How do I correct the program treating my civil service pension income as non-taxable.

by on Latest post on by

1 Reply 75 Views

1 Reply

75 Views

I'm on a 1099R screen but need to switch to a 1099B screen. How ?

by on Latest post on by

1 Reply 70 Views

1 Reply

70 Views

Last year I included my pension as wages for school district taxes. My pension should not have been included as wages on the SD100 form. How do I get that money back?

by on Latest post on by

1 Reply 130 Views

1 Reply

130 Views

How do I change my answer to section "You may want to withdraw money from your HSAs" FROM "OK, we'll withtdraw the full $686 excess contribution by May 17, 2021"

by on Latest post on by

1 Reply 60 Views

1 Reply

60 Views

IRA deductions while receiving SSA benefits

by on Latest post on by

3 Replies 612 Views

3 Replies

612 Views

I receive a payment monthly from my retirement plan. What funds are being rolled over in a pension plan

by on Latest post on by

1 Reply 58 Views

1 Reply

58 Views

I contributed approximately $200 extra to my IRA account because i switched jobs last year. How do I fix this before the tax deadline.

by on Latest post on by

3 Replies 200 Views

3 Replies

200 Views

I'm active duty military and my spouse is covered by a retirement plan at work. Our combined income is $150k. Can I deduct my traditional IRA contribution?

by on Latest post on by

1 Reply 45 Views

1 Reply

45 Views

Retirement 2020 1099R not inputting

by on Latest post on by

1 Reply 86 Views

1 Reply

86 Views

Why wife was eligible for the Stimulus Checks based on 2019 tax returns. However, her income exceeds the limit for 2020. How do I claim that she received the stimulus?

by on Latest post on by

1 Reply 75 Views

1 Reply

75 Views

In Box 1 Do I enter the taxable amountlister in 2a of my Statement paid orThe gross distribution listed in 1 of my Statement of annuity Paid?

by on Latest post on by

1 Reply 75 Views

1 Reply

75 Views

Repayment of Covid related retirement funds

by on Latest post on by

2 Replies 197 Views

2 Replies

197 Views

Is money that I receive from USPBGC taxable if the 1099-R form is blank in boxes 2a and 9b?

by on Latest post on by

1 Reply 78 Views

1 Reply

78 Views

I made non-deductible Traditional IRA contribution and converted that to Roth IRA through backdoor conversion. How to enter into Turbotax?

by on Latest post on by

1 Reply 124 Views

1 Reply

124 Views

I had two employers and together they withheld more than the maximum Social Security (a total of 10866.23). How do I get credit for that against what I owe?

by on Latest post on by

1 Reply 79 Views

1 Reply

79 Views

I did a Roth conversion when I lived in Minnesota and moved to Oregon in November. How do I enter this so I don't get double taxed?

by on Latest post on by

1 Reply 76 Views

1 Reply

76 Views

South Carolina Permanent Disability Retirement Income, do I enter the amount I rec, from social security for disability?

by on Latest post on by

1 Reply 109 Views

1 Reply

109 Views

I withdrew funds from my 401k at 59.5 so as not to be penalized and paid the taxes up front. Do I need to add an additional 1099r form?

by on Latest post on by

1 Reply 67 Views

1 Reply

67 Views

Box 7 on my 1099 from VOYA where IRA/ SEP/Simple is the box is not checked. Do I ignore it?

by on Latest post on by

2 Replies 155 Views

2 Replies

155 Views

Closed a roth IRA and withdrew the money. There were no capital gains or losses it was after tax contributions so I should not pay tax on it. How do I file?

by on Latest post on by

5 Replies 612 Views

5 Replies

612 Views

Should I have a 1099-DIV? In Feb 2020, withdrew everything in a Mutual Fund-0 balance, inputted the 1099-B. In previous years, I've received a 1099-DIV.

by on Latest post on by

1 Reply 84 Views

1 Reply

84 Views

Do I need to report anything for my retirement accounts? I don't recall receiving any tax information for my retirement accounts. I have not made any withdrawals.

by on Latest post on by

1 Reply 62 Views

1 Reply

62 Views

My 2 children inherited a mortgage from their late mother's estate. I s this income taxable and, if so, where can they put this on their tax return ?

by on Latest post on by

2 Replies 130 Views

2 Replies

130 Views

Call me this is Matthew [PII Removed] when you guys can please I also don't need that 4499 form now I didn't even make enough to bother you or me about all of that

by on Latest post on by

1 Reply 82 Views

1 Reply

82 Views

Required Minimum Distribution Age for Inherited 401K - Spouse Died Previous to Age Being Raised to 72 years

by on Latest post on by

3 Replies 316 Views

3 Replies

316 Views

I transferred all funds from my inherited IRA (spouse) into a beneficiary IRA, then withdrew the balance (-10% tax withholding). Isn’t this amount taxable?

by on Latest post on by

1 Reply 88 Views

1 Reply

88 Views

Is a 'W' on a 1099-R considered a rollover?

by on

0 Replies 184 Views

0 Replies

184 Views

Forgot to enter my social security earnings on my taxes but already sent them out what should i do ?

by on Latest post on by

1 Reply 150 Views

1 Reply

150 Views

If my income is too high for a Roth IRA - does this impact my eligibility for a 401 k "catch up" contribution?

by on Latest post on by

1 Reply 66 Views

1 Reply

66 Views

Early in 2020 we took a distribution from account A. We did not take the RMD from account B after RMD was waived due to COVID. Do I select "received all RMD for 2020?"

by on Latest post on by

1 Reply 69 Views

1 Reply

69 Views

How do you correctly file an excess contribution to a ROTH IRA on the Turbo Tax system? Also, how would you include the earnings from that excess as well?

by on Latest post on by

3 Replies 1011 Views

3 Replies

1011 Views

How do I adjust my income for the first $10,200 of unemployment income not being taxable?

by on Latest post on by

2 Replies 254 Views

2 Replies

254 Views

When TurboTax was coming to a conclusion some how you gave me an income of $73,896 and I am a widow on SS and a pension that is $14,549 or $1,212.42 a month?

by on Latest post on by

4 Replies 286 Views

4 Replies

286 Views

Office of personnel management box 5 on 1099-R is labeled employEE contributions but turbo tax states employER contributions which is wrong. What do I enter?

by on Latest post on by

1 Reply 63 Views

1 Reply

63 Views

Military retirement is it taxed ?

by on Latest post on by

1 Reply 234 Views

1 Reply

234 Views

What do I enter on form 1099-B Worksheet in the blank space that says Cost or Adjust Basis (positive amount only) must be entered? I can't get it to move forward?

by on Latest post on by

1 Reply 78 Views

1 Reply

78 Views

Which IRA account should I open to reduce the 2100 I owe in federal taxes.

by on Latest post on by

2 Replies 159 Views

2 Replies

159 Views

I have three 1099 DIV: 1) the deceased, 2) EIN trust, and 3) Personal. Do I enter the EIN DIV1099 on personal return or in the deceased's return?

by on Latest post on by

2 Replies 212 Views

2 Replies

212 Views

He system is asking me to review account that doesn't match any of the 1099's from my investment accounts. How can I reference the 1099 Turbotax is looking at.

by on Latest post on by

1 Reply 91 Views

1 Reply

91 Views

Pensions are not taxable in the state of Florida however box 2a shows the full amount as taxable? after entering the amount my refund went down quite a bit

by on Latest post on by

3 Replies 257 Views

3 Replies

257 Views

How can i further reduce my agi for my 2020 tax return other than contributing to a traditional IRA?

by on Latest post on by

1 Reply 69 Views

1 Reply

69 Views

Why sign in to the Community?

Topics with Label: TurboTax Live Premier Online