Retirement Tax Tips and Answers | TurboTax® Support

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

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

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

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

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

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

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

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

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Box 6 of 1099-nec cant list same state twice

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

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

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how do i report a lump sum payment

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

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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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Is Kentucky teacher retirement a government pension income?

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

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

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

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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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401 K DISTRIBUICION

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

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

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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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do i report VA survivor benefit from my deceased spouse?

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

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

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

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

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

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What social security number if my wife does not have a social security number yet?

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I took my full retirement and withheld the taxes due

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How do I enter crypto info without a 1099-DA?

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how do i find the amount of social security benefits I was paid in 2025 on the government website. I was not mailed anything.

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Where is RMD info

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how do I find my simplified Method worksheet?

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how to state early withdrawal for purchase or primary residence

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I want to be sure that my answers to the traditional IRA questions are triggering a form 8606. I want these contributions characterized as non-deductible.

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Does US Military Retirement pay come from OPM or other provider?

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my monthly check from ex-husbands pension plan is not an annuity. I pay taxes on it and have a 1099-R. How do I handle this? Please help!?

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need someone to do my 1099-B

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i didn't receive a 1099 R what can I do?

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Turbo Tax is not deducting my tips from gig income. I marked Goods Delivery Worker. What step am I missing?

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can i write off a contribution if made into my roth account?

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why don't I see the enhance deduction automatically we are both 74 and have a total income of 117,589 with a taxable income of 70,853?

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Box 7 - Distribution code (1099-R details), allows for only one digit while the form that was sent to me has a two digit code!

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If box 13 has everything listed but no money in the boxes, do I still click yes?

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asking for Roth IRA contributions prior to 2025. The contributions I made were over 20 yrs ago so I do not have records

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Why does my Social Security number state that I am not available for employment?

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I received KEPERS pension in 2025, I can't pass thru annuity information questions. Is any turbo system user has same problem?

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I made pretax payments of $7000 before the end of 2005. How does this affect my total tax for the end of the year?

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prior to the end of the year I made 7000 in early tax payments for 2025. Is this deductible/

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If I have a 1099-R form, but I havent taken any money out of it, do I need to record it somewhere on this TurboTax?

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Should an IRA that was rolled over with a distribution code G be added to AGI?

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I won $10,000 from Fetch Rewards. I received a 1099-NEC form. However Turbo Tax is not displaying a "other income" for me to put this under. What do I do?

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I’m retired. What W-2 form do I need have no other income.

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I want to use Free File, but TurboTax adds a Retirement Savings Contribution Credit ($37) requiring an upgrade to Deluxe edition ($62). How can delete the RSC Credit?

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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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What is the Social Security Administration Federal ID / EIN and address for the Turbo Tax form (they don't appear in any documentation)?

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my 1099R box 2a is 0, why turboTax still tax the difference between box 1 and 5? how can I correct it?

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

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turbo tax is givng the box 4 amount of social security taxes withheld as the amount showing in box 7. But box 7 is blank. Any thoughts?

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How can I adjust the NJ exclusion to reflect that pension pmts still are less than contributions made during employment?

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Wife has contributory pension plan in first year of distribution in 2025. TurboTax FAILS to recognize that her entire 2025 distribution amount is not NJ taxable. Help!

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1099 R state distribution box 16 is blank, turbo tax wouldn't proceed

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Can I deduct monies paid back to ssdi?

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I'm 77 years old. What is RMD?

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I've tried several times to e-file. The tool bring up the same questions over and over again, then just when it's going to submit, the tool just spins and doesn't submit

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Hey all, mother passed, and I got a payout on a 1099-r, what is the Required Minimum Distribution (RMD), thanks

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How should we handle this? 2024 taxes we were below the threshold, now we have ssd and received a lump sum payment and there was a 2024 payment of less than $5,000

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How do I report Roth IRA withdrawal on my tax form for 2025? We also paid both FED & STATE taxes.

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How do I amend my return to add a 2025 contribution to a traditional IRA?

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My income is on two forms--SSA-1099 and RRB-1099. Can't I use these two forms to report my retirement income?

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how do I find pension tart date?

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How do i fix my tax return when it says that my Social Security number and my name don't align, but they do and I've already tried filing again and it won't work

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Made an excess withdrawal from my daughter's 529 plan ($80). I enter the 1099-Q information, but not prompted by the "non qualified expenses" question. How to trigger?

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Social Security 1099SM

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how TurboTax will not let me edit my 1099-r?

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Are dividends include in the gross distribution on the 1099 from my broker

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review of pension info asks 3 questions when did it start? How many months in 2025? and what part was nontaxable?

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Where do I enter the prior year distribution amounts for form 8915F?

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After facilitating a traditional IRA excess contribution removal, how do I properly document this on my '25 taxes? I recovered the funds into a standard brokerage account

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The retirement plan includes medical insurance and the monthly pension money, is that a qualified plan or non-qualified plan?

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Box 12 code TT is not available in the drop down menu. What do I do?

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How do you determine cost basis on a 1099-B when it has not been provided to you?

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How do i tell Turbotax that my pension is an accidental disability pension and does not pay state or federal taxes?

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if I received my 1099R for a 401 withdrawal that was rolled over to a fixed annuity account where to I indicate this on this software?

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I cannot enter our SSA-1099 numbers on statement. Turbo automatically enters a different number & I cannot edit it.

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which level is good for landlords, pensions, retired and social security?

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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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this should be a pension rollover but we are being told there is a penalty, how does this get fixed?

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Why does TurboTax assign a portion of a Roth IRA distribution as taxable for a person over the age of 59.5 from an account that has been open more than 5 years?

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1099-R has an amount in Box 14 (State Tax W/H) and no amount in Box 16 (State Tax Dist). TurboTax say that Box 16 should not be less than Box 14 and won't budge.

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What are the steps for backdoor IRA in the web version of Turbo Tax?

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my wife did a back door roth of $8000 for 2025. I filled all the info but I am getting "excess contribution of $8000" and to withdraw before 04/15/26. How do I fix this?

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TurboTax is asking me if my retirement account is a digital asset or not, and won't let me choose no or complete my tax filing. How do I get around this bug?

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We converted $ from a Traditional IRA to a Roth IRA in 2014 only. Do I need to answer 2020 and prior years or none of the above?

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If my social security is not on submitted return how can I add it on?

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I need to enter in my IRA contributions. My employer does not offer a retirement plan.

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Turbo tax is including NYSDC that is NOT PERIODIC in the NYS income exclusion. This is NOT CORRECT, I selected that it is NOT PERIODIC, but it keeps including the income!

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Box 7 on 1099 R does not have the Y visible to choose and I cannot type it in either how can I fix this

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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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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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I put 1040 on my form but it should have been 1099. How do I change it

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Turbo Tax made an error by charging penalty tax on my deferred comp plan withdrawals. I am 73 & met my MRW as well as some additional withdrawals. How do I fix this?

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Why is TurboTax not asking about a SEPP as for a situation that applies for early withdrawal of retirement?

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W-2 box 12 filled in as: 12a: C 567.60 12b: D 23,500.00 12c: DD 14,308.44 Which one is my HSA employer and payroll contribution?

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Why won't New York State go through my state withheld tax of , box 14 $840 is more than my distribution. Gross distribution was 14,000 in box 1⃣ State 0

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why does turbo Tax not work for partial RMD accounts

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1 Reply 51 Views

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Trying to enter 1099-S I choose that and it comes up a 1099-B. How do I fix this?

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I have a 1099 DA form but it's requesting on the IRS form did I put in a 1099-r what's the difference?

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I downloaded my second 1099 DA from Crypto.com, the first was from Coinbase, but its showing as a 1099 B

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Why does turbo tax require $1003 additional RMD?

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Can I not claim my retirement savings contribution credit? I'm trying to file with free but to claim this, i need to upgrade to turbotax deluxe.

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amparo no recibe social segurity

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Why don't I see under income anywhere to input a traditional IRA contribution? Im on the free version on the website.

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where do i find the tin for reporting $ received from ssa

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My 1099-B reports 'Uncovered Securities' showing Zero Cost Basis, results in higher tax. Can I report some Cost Basis here to lower tax?

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where do i out in the the tin for socisl security

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I have a received a letter from the Ftb requesting a 1099 form copy but I did not report extra income on my tax return

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1 Reply 203 Views

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If I received benefits from the California Employment Development Department, where do I enter it under income?

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1 Reply 224 Views

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224 Views

why does turbo Tax not work for partial RMD accounts

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1 Reply 134 Views

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I lived in 2 States last year - my 1099R has tax deductions from 2 states. But TurboTax Deluxe does not have a place to enter from two states - do I have to upgrade?

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

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My pension has always had a $1k+ larger Gross Dist than Taxable Amount (1099R). Now this gets flagged under Annuities and I have no idea how to fill in those questions?

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How do I report RMD withdrawals taken in the first quarter od 2026 to satisfy RMD requirements for 2025?

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airbnb did not give me a 1099 k this year and I think it's due to that stupid bbb act by orange man. is this true? and how do I not enter it on my taxes as it looks req

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TT non taxable overtime

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I want to open a trump ira account for my 16 year old; the turbox help says he is not eligible, but everywhere else I read says he is. please help

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1 Reply 131 Views

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retired many years, answer to county of employment on form?

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1 Reply 76 Views

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how i can enter the social security?

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1 Reply 78 Views

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I AM UNABLE TO ENTE 1099-R. ?

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1 Reply 39 Views

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help with amending return due to excess roth ira contribution in 2025

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1 Reply 302 Views

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For RMD due by 12/31/25, do I enter the total amount taken out or just the minimum amount required?

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I'm getting hung up in the lump sum section of the state taxes for ohio. I did not receive a lump sum but I did ask for more info.

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I received a 1099Q form listing my gross distribution and basis for my 529 I created for my daughter. Can you tell me where I enter the information when using TurboTax?

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