Retirement Tax Tips and Answers | TurboTax® Support

My 3 year Annuity matured in 2025. I did not renew it. I received a 1099-R for interest earned. How and where do I enter it?

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For a 1099-R inherited IRA, is the Taxable Amount the same as Gross Distribution or are there circumstances when it might be less? The not determined box is checked.

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Hello, I'm trying to report a conversion from a IRA to a Roth, can't seem to get turbotax to lead me to the right page. Is it done via the 1099-R details page?

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I have a 1099-R because money was stolen from my 401K last year. Is there a way to avoid paying taxes on the stolen money?

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For elderly credit do I include my income and social security benefits

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How can I report Traditional IRA in TurboTax if I recharacterize my Roth IRA contribution to be a traditional IRA contribution before 4/15/2026?

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How do I post my ssearnings without a 1099?

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Brokerage firm did not process rmd by error. How do I add a form 5329 on turbotax?

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Where is Form SSA-1099 data required to be listed?

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I receive a court order annuity payment from former spouse 1099-R form. On the annuity information page what do I put for plan cost? It only has a number in box 1.

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How/where do I enter 1099-LTC data?

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3 Replies 448 Views

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My father is a USPS retiree. How do I help him find his pension's RMD?

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What does "Summary of state and local tax refunds" mean? says it's from 1099-G, but unsure where to find that from.

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In review, how do I edit a 1099-R?

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On which form do I enter distribution which is reinvested within my Canadian Registered Retirement Savings Plan?

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6 Replies 230 Views

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I am 78 and still working. I took my RMD's from my IRA's. Can I make a contribution to my ira from my earned income?

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1 Reply 92 Views

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how do i enter a backdoor Roth in turbotax online for 2025? The only box I see for nondeductable contribution is for 2024

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4 Replies 650 Views

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I don't understand this comment: "Because $1,200.00 was withheld in taxes, you should only select Yes if you actually converted $12,000 using $1,200 of your own money"?

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2 Replies 126 Views

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Do I not report an RMD amount that is listed on form 5498 as due on April 1 2026?

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I had a layoff and took a 401K distribution (I was 68), does that count as a qualified disaster? According to the information, it does, but I do not have a FEMA number!

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is there a way in turbotax to offset proceeds from an inherited IRA. I have entered the 1099R for the distrib. of the IRA but now need to enter where a new IRA was setup

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I want to fill out my own taxes but I need to input information from my 1099-NEC form. Can I do this without paying?

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For a 1099-R for a pension in the PA return, the dropdown choices for the question "What kind of retirement income do you have from PA?" don't show "Pension". Any help?

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I have a 1099-Q. How do I enter it?

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I made a 8000 traditional IRA contribution in 2026 for 2025 and converted it to a Roth. Where can I account for this in turbotax

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I inherited an annuity that was split between my sister and I. We cashed it in and each got 16,000. We both paid taxes. Do we have to put the RMD amount on Turbo Tax?

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My husband got a lump sum from Social Security disability in the past. What if I do not know the year and the exact amount?

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Excess Roth IRA contributions in 2024 distributed back in 2025. We contributed to Roth IRAs again in 2025. Income too high and distributed back in 2026. How to report?

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I need to enter a substitute 1099-R for overcontribution to IRA. I haven't received the 1099-R form yet. I don't see an option called substitute 1099-R

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1 Reply 86 Views

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Turbo Tax wants info. that's not on the W-2. What should I do?

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1 Reply 39 Views

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If I am claiming my dad as a dependent, does his Social Security count for the question has he made over 5,200?

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1 Reply 143 Views

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Canadian pension information accidently added to return. Now I cannot delete it.

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how to trigger form 5329 for an inherited IRA without a 1099-R

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I have 12 1099 forms, turbo tax lists over 50

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I received the payout for an excess 401k deferral but will not receive the 1099-R until 2026. How do I complete? I don't have the Payer address and TIN

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1 Reply 92 Views

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On my W-2 form table 12a E, indicate I exceed the salary deferal retirement plan contribution. However, my benefit office indicate that voluntary contribution is 30K

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I have a 1099 NEC with no state number listed. Will that be a problem?

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HOW TO CORRECT BOX 15 ON FORM 1099-R?

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If TurboTax is calculating Excess accumulations in an IRA by confusing two accounts at the same broker (an Inherited IRA and an Inherited ROTH IRA) what do I adjust?

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where do you enter a 1099-LTC form

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Can I ignore a 1099R with box 1 0.20 and box 2a 0.20. As program rejects this. Says I have to correct box 1.

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Why I cannot uncheck the box in rmd difference is $0?

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2 Replies 155 Views

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where do i enter form 1099-nec

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1 Reply 32 Views

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I need help with form 5329.

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1 Reply 28 Views

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Is it considered a contribution to an IRA when the money was transferred to my IRA from my ex-husbands IRA

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Where do I add my SSA 1099?

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Where do I get the additional information that TurboTax tells me I need from the 1099-NEC . There isn't anymore info.

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How can I add state tax subtractions from income for contributions to state deductible situations that are not populated on Turbo Tax? I need to file form CO DR 0104AD.

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1 Reply 240 Views

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I have a 1099-R for life ins from my late husband, small amont monthy. Every year I enter it but nowhere to do that this time. Can someone help?

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We are both seniors and using Turbo Tax Home and Business why isn’t our $12,000 credit showing up. We do qualify. Also cannot see where to add my IRA contribution.

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does a taxable income of $3634 result in tax of $0?

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How can I edit total value of Traditional IRAs as of 12/31/25?

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Using TurboTax Online - we missed taking 2025 RMD on inherited IRA - and help indicates ... 4. When asked if you took the full RMD for the year, answer "No." but doesnot

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1 Reply 73 Views

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Every year I get money back. Im on Medicare and a small pension. Is this year different?

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1 Reply 47 Views

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I have my a 1099 from Employee Retirement but I can't find where to input it into the Turbo tax online form

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1 Reply 60 Views

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Form 8606 is not triggering. I am not getting the box for Deductible contributions elected non-deductible, when entering my Trad IRA contribution (converted to Roth).

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1 Reply 229 Views

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I can not find my forms from social security where can I get the information

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Is a monthly pension payment considered a "periodic payment"?

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What is a Simple versus SEP IRA

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the question reads "What were your Roth IRA contributions prior to 2025?" I have no way to check that on my fidelity accounts but it is well above any withdrawn amount.

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1 Reply 132 Views

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How/where can I find a place to input income from a Statement of Annuity Paid 1099-R from US Government?

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1 Reply 52 Views

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How can I get the QCD question to come up when I enter a 1099-R with a Box 7 code of 7. I tried typing in the data and downloading the data. Nothing works?

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2 Replies 310 Views

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Who do I go about where it is asking information about a 1099-k form I have never received?

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1 Reply 32 Views

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I transferred money from my traditional URA to my roth IRA, but turbo tax is treating the transfer as taxable distribution. Why is that? Do I need Form 8606?

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1 Reply 131 Views

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I took RMD but Turbo Tax lists a tax on excess accumulation in retirement account --how do I correct this?

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1 Reply 108 Views

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How to enter a SSA-1099 form?

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Ohio Public Employees System 1099-R has no Box 16 State distribution. Do I enters Box 1 Gross distribution or Box 2a Taxable amount?

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If when I took my RMD & it was distributed to charitable organizations does it get reported on my taxes?

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1 Reply 72 Views

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Can I make a tax deductible Traditional IRA contribution? I did not make a regular contribution to my employers 401K plan in 2026. I did make loan repayments

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2 Replies 178 Views

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There is no box 16 on my 1099-R. What amount do I put in box 16. Same as box 14-sate tax withheld?

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1 Reply 22 Views

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Where to enter form 5498?

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2 Replies 42 Views

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How do i report refund of excess contribution to traditional IRA? This contribution was post taxes

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my 2025 completed return does not include my social security income, what should i do?

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Backdoor Roth Conversion directions for Online TurboTax are incorrect? How to force Form 8606?

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1 Reply 89 Views

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What kind of plan is OPM CSA Federal retirement, 403(b) of other? Is the General Rule or the Simplified Method be used to figure out the taxable amount of this annuity?

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I received an IRA distribution as a beneficiary but the amount withheld for NYS tax is being flagged and i can't proceed with filing

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1 Reply 82 Views

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Is the distribution amount on a 1099SA the same as benefits from self insured medical plans?

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do i register gains on an ira? i didn't sell anything

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Box 2a - Taxable amount is marked unknown on one of my 1099-Rs and my taxable income is substantially lower than last year. Do I need to figure out the taxable amount?

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Which code should I use in box 7 of my 1099-R, the code in box 7 is 7D, the software only allows for 1 character?

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What do I do if my 1099-B does not have a date acquired on some assets?

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1 Reply 23 Views

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If my 1099_R form boxes do not match the requested numbers, Box 2 asks for federal tax withholdings. the box 2 on 1099 shows the taxable amount. should i fill it

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1 Reply 115 Views

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why can't i scroll down to the bottom of the pages I need to complete

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1 Reply 38 Views

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what are the 2025 IRA contribution limits

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1 Reply 81 Views

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How to remove retirement credit

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1 Reply 48 Views

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My wife Jacquelyn gets a monthly amount from the California State Teachers Retirement System. Does that need to be reported to California?

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1 Reply 77 Views

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Do I have to list each household item? For example, can I list 8 purses, 4 jackets etc all on one line?

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medicaid from public assistance does that count as kid living expenses

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1 Reply 80 Views

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I need to fill out form 5329 but TurboTax isn't showing me how to do that. Can anyone help me figure out how to get that from into my return\n?

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1 Reply 106 Views

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106 Views

If I have no clue what my original Roth contributions were how can I provide a number?

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2 Replies 148 Views

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As the Executor of her estate how do I file income tax forms for my deceased mother-in-law?

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1 Reply 49 Views

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should have W2 if I’m retired

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1 Reply 42 Views

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Can I tell turbotax that I don't have an employer sponsored plan so I can deduct my IRA contribution? It is not allowing a deduction but we are entitled to one

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1 Reply 482 Views

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turbo tax mistakenly lists 1099-c or 1099-A income. How to remove?

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1 Reply 38 Views

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38 Views

I am trying to enter 1099-G information for Paid Family Medical Leave (Massachusetts) and it is not giving me an option to enter PFML 1099-G info...

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1 Reply 90 Views

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I think I am eligible for a Residential Clean Energy Credit on my federal form, but Turbotax is not asking me about this. How do I enter it?

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1 Reply 549 Views

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Box 12 Code II is not showing up in the drop down as an option?

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7 Replies 173 Views

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Why does my form 5695 when I download it from turbo tax show my QMIN but the IRS says on their end the form is Empty. I want my money back from turbo tax.

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2 Replies 428 Views

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I have filed an extension! I’m having problems getting my 1099R

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1 Reply 121 Views

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121 Views

I missed doing an RMD for an inherited IRA. How can I add a form 5329 to my online Turbotax return?

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1 Reply 127 Views

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127 Views

How do I resolve "Not Eligibles for E-filing" on my account? It does not give me the option to look at the information in order to resolve it.

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1 Reply 544 Views

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544 Views

I inherited an IRA and missed the minimum required distribution. Because I'm not 73, turbotax online won't prompt me to start a Form 5329. How can I enter a 5329?

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1 Reply 414 Views

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How do I know if a 1099R is a distribution from an original 403B plan?

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1 Reply 74 Views

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how do i report a lump sum payment

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5 Replies 121 Views

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Trying to access form 5329 to confirm my return excess contribution did not get penalized. using turbo tax online seem to limit access Anyone else encounter problems?

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1 Reply 378 Views

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378 Views

Why does Turbotax calculate my Roth excess contributions, I did contribution limit of 7000 for 2025

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1 Reply 305 Views

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Fidelity has not sent Form 5498 yet how can I enter a value on this screen?

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1 Reply 33 Views

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33 Views

this year, turbo tax seems to lose its mind for traditional IRA recharacterization to roth IRA, it thinks I have excess Roth contribution. Unable to fix. What's solution?

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1 Reply 157 Views

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To report a backdoor Roth, the response to "Traditional IRAs Did you recharacterize any of the traditional IRA contributions for 2025 over to a Roth IRA contribution?" ??

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1 Reply 223 Views

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223 Views

turbox treats traditional IRA recharacterization as excessive roth contribution this year. very frustrating. did not happen in previous years. how to fix?

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1 Reply 203 Views

1 Reply

203 Views

i got a 1099-b for a certificate of deposit sale, but that is not a choice on the drop down menu. Which option should I choose?

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1 Reply 121 Views

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121 Views

Fidelity has not sent Form 5498 yet how can I enter a value on this screen?

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1 Reply 51 Views

1 Reply

51 Views

married seniors filing jointly, used turbo tax.com to file our taxes? we only earn social sec, pension and MRD from our pensions?

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2 Replies 205 Views

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I am not able to find where I enter my SEP IRA contribution

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1 Reply 97 Views

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97 Views

On my state tax form it doesn’t show that I didn’t have any taxes held out and I need to report them How do I report this?

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1 Reply 110 Views

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110 Views

how can I input Form 1099 in Turbotax online

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1 Reply 95 Views

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95 Views

what should i put in the boxes if i pay $30.62 a month?

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1 Reply 32 Views

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In Form 1099-Q, the recipient is the Taxpayer (husband). The designated beneficiary is the spouse. But TurboTax Online keeps asking to fix "Untitled" in Line D. Any idea?

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1099-R Payer Info page: Box 11 "must be at least 1,000. "However, this isn't a Roth IRA so it's not a Roth contribution. Clicking on the CONTINUE doesn't advance. Help.

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How do I answer this question if I have a Trad. IRA and Roth IRA, that, In 2015 & 16, I converted money from my Trad IRA to a Roth IRA, & paid all taxes required?

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1 Reply 456 Views

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456 Views

Where on turbo tax do I enter my wife's income?

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1 Reply 94 Views

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94 Views

Where do I enter the information from Form 1099-QA distributions from an able account

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1 Reply 181 Views

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I withdrew my 401K to help pay for some auto repairs does that qualify as an eligible emergency expense

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1 Reply 136 Views

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136 Views

Box 6 of 1099-nec cant list same state twice

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1 Reply 73 Views

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73 Views

We received a few social security payments but did not receive a SSA 1099....how do we report the payment

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1 Reply 208 Views

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208 Views

I can't file my federal return in TurboTax desktop because of a form 8606 error?

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1 Reply 250 Views

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250 Views

I received a 1099-R form with gross distribution. However, I never received the money from the payer. What should I do next?

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1 Reply 175 Views

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175 Views

what goes into the "description" box for IRA distribution adjustments?

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1 Reply 103 Views

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Should have $20161 for military retirement pay deduction on Indiana state form not $19670. Indiana DOR site says 100% of ret. pay is deductible.How did you get $19670?

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1 Reply 224 Views

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224 Views

Is Kentucky teacher retirement a government pension income?

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1 Reply 119 Views

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119 Views

Enter a timber sale reported on a 1099-S. None of the help box answers work.

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1 Reply 110 Views

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110 Views

can't upload 1099R from Social Security. Can't fill up info like Payers TIN and address, not in 1099R

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1 Reply 175 Views

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175 Views

Can someone tell me where EXACTLY I can find the Account number and Doc ID on my Vanguard 1099-R form? Hard to find on the form. Called Vanguard service, no help.

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3 Replies 8015 Views

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I am listing nothing in box 9a on turbo tax because 9a on my 1099-R shows 0. Turbo tax is giving me an error and it won't let me file. What do I need to do?

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1 Reply 117 Views

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117 Views

Do I have to report an IRA contribution? If so how?

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1 Reply 101 Views

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101 Views

I'm confused about the annuity start date. I became disabled in 2004, Not sure what to put for start date.

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1 Reply 112 Views

1 Reply

112 Views

401 K DISTRIBUICION

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2 Replies 142 Views

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how do i file form 4852 to replace an incorrect 1099-r

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2 Replies 322 Views

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TurboTax incorrectly doubling my retirement contribution amount, does thi impact my taxes?

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1 Reply 288 Views

1 Reply

288 Views

I NEED TO FILL TWO DIFFERENT 1099-C Form but only able to enter one 1099-C form, amount and details

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1 Reply 55 Views

1 Reply

55 Views

do i report VA survivor benefit from my deceased spouse?

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1 Reply 125 Views

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125 Views

upon first signing up for SS there's a choice to take a lump sum +less monthly $, or no lump sum with higher monthly $ - is the lump sum requested as separate income?

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1 Reply 152 Views

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152 Views

I moved money from my IRA to my Roth IRA. How do I input that in Turbo Tax?

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1 Reply 56 Views

1 Reply

56 Views

Why is the State of IL saying I owe taxes if I only have a 10-99 for my retirement?

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1 Reply 61 Views

1 Reply

61 Views

Can we receive? Idaho deduction under qualified retirement benefits: we are married filing jointly - wife has Cal PERS retirement and husband is 60% military disabled.

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1 Reply 502 Views

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502 Views

The military 1099-R, been retired since 2006. Is this considered an annuity?

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1 Reply 132 Views

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132 Views

I'm retired and collecting SS benefits. Can I deduct the Medicare premiums I pay each month?

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2 Replies 210 Views

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When asked if we withdrew money from our retirement plan does that also include the money we are required to take after we turn 73

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1 Reply 134 Views

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134 Views

Turbo Deluxe did not calculate taxable social security upon enterring the amount in the step-by-step. Has anyone came across this?

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1 Reply 282 Views

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282 Views

Why I have excess tax on my RMD withdraw when I follow all IRS requirement?

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1 Reply 125 Views

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125 Views