Retirement Tax Tips and Answers | TurboTax® Support

How do I correct my IRA basis? In 2009, my form 8606 carried forward the wrong amount. And from 2015, I did not file form 8606. How do I fix for TY2025?

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Filling out the 1040-R for retired people.

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paid upfront cost for retirement community in 2025 but will likely pay an additional upfront cost in 2026. Can both be deducted when itemized?

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Dose this this service include income from 403 B retirement. accounts, specifically Required Minimum Distributions's?

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Will the retirement and charity forms be relaesed soon

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If my husband last day of employment is Dec 31 2025 and he gets a severance check on January 2026. Is that counted for income in 2025 not 2026?

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When will the IRA forms be available in turbotax 2025. You are holding up end of year planning, we MUST have this section ASAP.

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I was on Turbotax Advantage when I was in business, but I fully retired in 2024 and no longer need the business version. My credit card was charged $120. Please refund.

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Teachers received a lump sum social security payment earlier this year for years of underpayments. TuTx asks what year it applies. There is no such info. What to do?

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What are they last minute steps to save on taxes for next year besides 401K?

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If I forgot to enter my social security income wrong how can I fix it

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I need to be able enter 1099-R data into TurboTax 2025 prior to 12/31/25 to determine the amount of Roth Conversions I should do. When will this section be available?

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How do I get off this online question answer and over to what I am used to using. Fill forms myself and save on my desktop?

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How to send a 1099

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I am trying to do an estimate of taxes for 2025. My information from 2024 is missing a 1099-R form for a pension Where do I find it?

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Can y'all help me I take care of my boyfriend he is on disability? How do I get more money? Do y'all know what I am talking about?

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Can y'all help me I take care of my boyfriend he is on disability? How do I get more money? Do y'all know what I am talking about?

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Can y'all help me I take care of my boyfriend he is on disability? How do I get more money? Do y'all know what I am talking about?

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On page 2 or 3 of the Online TurboTax it asks to check a box for "Employment". I am retired and see no checkbox that would work for me. What to do?

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looking for IRA conversion to Roth "What-if" worksheet for Turbotax online

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I want to know more about senior discounts and retirement income verses full time employment….

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My return showed a huge mistake by inputting 5million dollars owed as opposed to 5thousand. It has changed my social security

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Can i claim my mother as a dependent on my taxes even if she receives retirement income from ssi and she also owes irs money

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Is the ModAGI Wks in TurboTax 2024 correct? It does not have a line item for my 2024 Social Security income, resulting in a very low number.

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Are My Safe FL Home Grant funds taxable income

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I need to withdraw from my 401k for a primary residence purchase. I need assistance in understanding what I need to pay in taxes.

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Recently retired army in Germany working for the DOD. Should I change my state tax withholding back to my HOR (state A) or leave it with my SLR (state B)?

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When is the last day I can withdraw Traditional IRA money for 2025?

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I am 64 years old, will make same income this year as next. Does it make any difference if I take $5000 out of my 401k this year or next as far as taxes?

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How do I recategorize my Roth IRA contribution for 2025? I'm over the income limit, but already made the contribution.

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Do I need to amend my 2024 married joint filing return if my deceased husband had sold cryptocurrency before he died? Also, I received his 1099-R with an IRA account

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Roth IRA contribution TurboTax allowed me to make one without warning me now I am two years back in oat penalties. Why did this happen and how do I fix it?

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If Roth IRA phases out at single $150k-$165k and joint $236k-$246k, how does the secure act 2.0 allow the contribution to roth if the same issue with income is in place?

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Does everyone else find Turbotax worthless at this time for determining additional Roth Conversions?

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TurboTax made a $30,000 error on our taxes. We checked both our numbers and the IRS. Both were correct, TurboTax miscalculated social security taxable amount by that much

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If you do a Roth Conversion from a Traditional IRA do you have to file a Form 8606?

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does anyone know how to estimate taxes for 2025 in before y/e to calculate a ira to roth conversion I am 64 and cannot seem to get TT to give me a estimate

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Roth IRA contribution TurboTax allowed me to make one without warning me now I am two years back in oat penalties. Why did this happen and how do I fix it?

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is there a way to remove or hide my social security number from previous returns. Need to provide returns for a condo purchase.

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What to do closed my 401k account at 51?

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where can i find statement of benefits on retirement income?

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Direct rollover from qualifying plan to traditional IRA getting included in taxable income, causing audit for NYS taxes from 2022?

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Can I deduct more taxes from RMD than taxable amount of RMD?

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I want to transfer money from my pretax 401k to a Roth IRA but I’m not sure how all the tax situation works

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I get monthly social security disability and I have federal taxes taken out. Do I need to keep doing this in 2026?

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can i file form 1099-S on desktop version of turbotax?

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If I’m fill out an Ira as a beneficiary do I need to put the original account holder name or my name

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I contributed HSA until June with my employer. My Medicare Part A was "backdated" to March. What is IRS penalty on this social security benefit overlap?

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Turbotax doesn't let me enter multiple disasters on form 8915-F on 2022 return

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Can my 72-year-old wife insert her QCD donation into TurboTax Deluxe even though she has $0 RMD?

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my return was returned was given til 11/15 to return the return back repaired which is today by 11:59 but your app wont allow me to get into my account to do the repairs

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my return was returned was given til 11/15 to return the return back repaired which is today by 11:59 but your app wont allow me to get into my account to do the repairs

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I like to figure out my meaning balance with out that I can't even check on the status because the 4380 they're saying is wrong

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What is Part IX of IRS Form 5329 asking me?

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Can Turbotax help with accurately calculating the amout I can covert from traditional to Roth IRA before end of 2025 to stay under a tax bracket

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First RMD. can take it in 2025 or Q1 26. made 2025 QCDs from IRA. Will QCDs reduce the remaining RMD only if I take the RMD before dec 31 or even if I take it in 2026?

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If entire 80% of an indirect transfer of pension is deposited to another retirement fund, what happens to the 20% withheld for taxes? Is tax then only on 20% not rolled?

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tax consequences of withdrawing 50,000 from IRA

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I have a 401k from a previous employer. I am no longer with the company since last year. Can I deduct my traditional IRA contributions from my taxes this year?

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What is the District of Columbia's state id on form 1099-g?

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this appears to be a bug: the first question on Part VI of the 1040 info worksheet in TurboTax Deluxe desktop version should answer automatically. it does not. Why?

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Ttax rejected Efile because I neglected to report the RMD on my defined benefit pension income. If I plug this field with the amount received, will this cause other issx?

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I have a ROTH IRA question about the 5 year rule, can I ask Turbo Tax?

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I am Canadian. I lived and worked in the US until 2021. I am in the process of cashing out my Traditional Roth IRA (I am over 59 1/2). Do I need to pay US Taxes on this?

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How do I report first RMD received in 2024 and due by april 2025?

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Should am can have Tax.1099.1040.irc.ever or company tax from for me please 🙏 help me with about it for me please

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How to correct CSRS taxable amount on 2023 individual return?

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How to get turbo tax to correct the 2023 taxable amount of my CSRS retirement. No problem with 2022 or 2024, just 2023.

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I did a debt reduction program and someone told me that if it was because of a hardship i could file an insolvency form.

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My primary income is social security. My question is - would I be eligible to file taxes next year if I start paying my school loans this year?

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I will not have an W-2 only 4 to 5 1099's. such as unemployment, social security and 401K deduction. I want to deduct my home property taxes. Which Turbotax to - Deluxe?

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Since "ItsDeductibleOnline" was discontinued by Intuit, what are some options for tracking deductions either on-line or a software application?

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how much should i take out of my checks if i have to take it out manually per pay check if taxes are not taken out?

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How do tax work ih 401k after leaving country ? Left in January still going through immigration so I believe still a us reisdent ? Does standard deduction still apply

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I received a lawsuit settlement check for a stock held in a Roth. Is it okay to deposit this check in a bank account or must it be deposited back into the Roth?

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Looking for clarity about the 401k 55 rule, is it the year you turn 55 or your 55 birthday ?

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If I facilitated the go fund me for public road repairs will I be taxed personally?

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Is my daughter required to report as U.S. income the €1,000 a month stipend she receives from the Spanish Ministry of Education for the N. A. Language Assistants Program?

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I would like to make a QCD at age 70 1/2. My birthday is on June 12. On what date can I make the QCD?

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I want a copy of my 1099 that was filed for year 2022

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Early withdrawal Roth. My distribution was less than my contribution, which would be zero. TurboTax doesn't creat Form 8606 automatically. How to use tool to creat 8606?

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From BBB What are limits to no tar on social security?

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What form or forms do I use to report chaitble contributions?

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I need my statement

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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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I did not receive my 2020 income taxes for federal and state I filed a 1099 and I only received $83.83 what happened to taxes money for that I would like a explanation?

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I have been in theatre for years. I am retired but will be directing a play and doing it pro bono. Can I deduct expenses?

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I got refund check because TurboTax calculated RMD by account while I calculated on the aggregate. TurboTax made me pay additional tax on the RMD, which was not needed.

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I sent my 2022 check to the IRS. They converted my check into an electronic withdrawal and are now saying I didn’t pay. My bank statement shows they took my payment.

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Where do I go to withdraw my 401k

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I received a K-1 with eight PTP entries for line 20 Z on the Statement A QBI pass through entity reporting. What form is needed to get those into the individual return?

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How does the IRS determine your voluntary tax withholdings reported on your SSA-1099 form? Do they receive information from Social Security ?

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Is the birth of a child exception for early withdrawal of IRA/401k plan still in effect and if so how would that work withdrawing in 2022 being unemployed? Waiver of 10%?

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Is it useful to be able to enter IRS Form 5498 IRA Contribution Information into TurboTax each year so that the program can keep track of it?

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Which worksheet does social security benefits worksheet line 6 1b come from?

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Can I speak to an advisor on why I never received my income tax from 2024

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Where do I enter my 1099-S?

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Recreating 2022 return & downloading UBS 1099. Getting a "Cannot download this 1099 for this user ID," Spend 1 hour on phone with UBS & they are researching. Help?

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TurboTax did not correctly calculate my taxable Social Security amount. IRS reduced my refund by correctly calculating the amount.

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How can I get my 1099

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Do I send 1099R to IRS if I e-filed and my return was accepted?

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in filling out the waiver request statement for form 5329 is there a way to use the windows clipboard and how exactly does the UI work?

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i am over 60 yrs. i distibuted form my Roth Ira and would like to do a rollover to it. if the account is qualified, does the 60 day rule even apply?

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how to check status of form 2359 for waiver of penalty

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I have been a TT user for many years and have the prior year taX INFORMATION ON A THUMB DRIVE . Only some information rolled over to 2024.

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Married filing jointly & both qualify for Georgia's retirement income exclusion but only one of us is retired. Why does our refund reduce when we enter the exclusion?

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I am 61 and my ROTH account has been opened for over 15 years - is my roth ira withdraw taxable?

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My wife and I are retired under employment section which of the five boxes do I check?

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I am an employer and using the TurboTax Business. I created a 1099 form and efile accepted. I want to now void it. How can I do it? It does not let me change to 0 or void

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i requested a withdrawl from my 401k in 2025 to make ends meet I received the money and i want to return the money to my 401k because situation changed ho

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Should I check W-2 under the Employment status, if I am retired and not working but receive a pension?

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Recvd 1099r for retiree medical ins. Box 1 gross cost box 2a employer contribution. Box 7= 9. Employer advised FYI only, not taxable inc. How is this entered in TT?

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California form 3805 P. Why does the form charge me a 2.5% penalty tax for early distribution when I'm in my 60's?

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TT 2024 is asking me how I determined the taxable amount on my 1099-R. It just came that way, and I am unsure what to do. I don't remember this in 2023 TT.

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Is it OK to enter an excess QCD amount in the 2024 Turbotax Deluxe (desktop) Forms Mode when QCDs from a conventional IRA exceed the RMD?

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I live in Fl, but worked and still own a house in NY. Is my pension considered "NY sourced income" if it comes from the firm's corporate offices located in Cleveland OH?

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I have a pension, wife has a job. I took a lump sum from a traditional IRA last yr. We file jointly. We used standard deduct last year. What form should we use this year?

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Because I am wait for my wife sosialsecurity

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2024 withdrawal/distribution from my Traditional IRA at 60. NO 1099R only my bank statement. Fed tax charged/collected do I file for state tax even though no 1099R?

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does the software crash during the interview step at SSA-1099 will not launch and returns to the Income Summary page

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2023, I added $850 ( trad. IRA) as a deduction should have been a contribution. The deduction occurred this year. Amend or pay taxes again?

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Does turbotax deduct K-1 box 14 code ZZ corpus not subject to tax from taxable income?

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What to choose & classify my NY state retirement? It shows as "nytrs" under box 14 but doesn't have the exact specification under the other box.

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Can I file a 1040 form if I have a 1099r

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If I am retired and drawing a pension from a previous employer, am I considered "covered by a retirement plan at work"?

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Social Security-The Turbo Tax software does not appear to be correctly calculating the taxable portion of social security for married filing jointly. Is there a solution?

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What if I did not receive my 1099-R?

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Bank made an error on an IRA form 1099-R can I correct this in TurboTax?

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Can I use the free online version if I only have an SSA-1099 form?

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My 2022 taxes miss coded an Roth 401K contribution as an Excess \"Roth IRA\" contribution. And I've paid the 6% \"Other Taxes\" in 2023 and 2024. how do I correct this?

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If I pay back 2024 roth ira withdrawals before 4/15/25 would my taxable go to 0

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I'm self employed and made a contribution to a simple IRA but did not get the full tax deduction even though my Max AGI and contribution amount is under the limit.Why?

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My husband lives overseas but turbo tax is asking for his social. How do I skip this

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I've never had to prepay for next tax year is this a requirement or optional

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How do I get to a live agent (I paid for service) who has experience with IRA planning tool and the retirement savings portion of the Federal taxes? Chat isn't helping.

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i'm retired .what box do i click in employment?

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Income & taxes withheld (Boxes 1-6), Less common items (Boxes 7-14) and boxes 15-17 in Turbotax do not match my 1099-R boxes.

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i entered my income, but when i enter my IRA contributions the program says i have zero income???

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My 1099R contains $60 in Block 14 and Block 16 is blank. Turbo Tax appears not to recognize this fact.

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Hi, if someone makes less than 55000 a year, can they make a contribution to an IRA?

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My banking institution is not listed from the drop-down list and it won't let me add it.

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Hi. I have a 1099R form for my husband's annuity. Do I have to include the Line5 amount as taxable income?

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I withdrew money from a 457B account and TurboTax is requiring me to fill out a M1QPEN form for a pension withdrawl, even though this was not my pension account.

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I have two 1099-Q forms. I entered one just fine. TT won't let me enter the second one. How can I get TT to enter a second 1099-Q?

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I was covered for 8 months in 2024 under a High deductable medical plan. TT calculates a max contrib of $6200. Why isn't this $6667 since I am over 60?

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The software isn't adding my 2024 contribution to IRA to basis, and is treating all amount converted to Roth as taxable. When will this be fixed?

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my 2023 return is on my desktop. It does not appear in the box to transfer info from last year. How do I get it to do that

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1 Reply

352 Views

I have taken an ALLOWABLE portion of my Reg IRA & done a CONVERSION to My Existing ROTH IRA. But TurboTax Does NOT show a place to Mark this as a Conversion /Form 8606?

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Can I do my own 2024 tax return with schedule C and IRA distribution for $79.00?

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406 Views

Can someone summarize that part of IRS Pub 721 that allows a rollover of a US Gov annuity to an IRA (TSP) tax free? TT allow this option but does not explain why.

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Do you have a TurboTax Online account?

Topics with Label: TurboTax Online