Retirement Tax Tips and Answers | TurboTax® Support

Are the Worksheets used to do my taxes available to printout? For example: Social Security Benefits Worksheet for filling Line 6a and 6 b on 1040SR.

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nj pension exclusion is wrong

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I need to add these do my return 1098 mortgage forms and 1099-R retirement form.

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If I had a Roth IRA withdrawal for $1000 from an account where I made $1000 in contributions, how do I mark that as not taxable?

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Yes, make part of my IRA contribution nondeductible". this step is missing from the steps on turbotax.

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California Military Retired exclusion. The form shows $20,000 but I earned less however it doesn't allow me to change it. What can I do?

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should I add the cost of living adjustment sum to my 1099R from ssa

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why has my taxable social security income increased from earlier 2025 calculations?

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I have a 1099-R and withdrew $100,000 and converted $78,000 after withholding $20,000 for federal and $2,000 for state. I use Home and Business but do not see ROTH conv

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roth contribution too high?

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How to leave second line 15 blank on tax form as it is on 1099R?

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Why is the 1099-R input from my Roth asking me for annuity information?

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Will I need to pay taxes on 1099-R amount for Roth IRA over contribution? Codes are PJ in box 7. The money was never invested.

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I don't have a 1099-K but it wants me to enter information for it

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I moved to a retirement community and am told I can deduct a portion of my entrance and monthly fee as a medical deduction. How do I that?

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why do I get an invalid when I enter my 1099-r in box 7 I have 2B and I get an invalid ?

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Does TT advise us contribute to IRA if eligible? I completed my entire return & e-filed, but it never advised me that I am eligible for IRA contribution :-(

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My retirement comes from a pension plan that is not classified as 401K, 457b or other standard language. It is not an annuity

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Where to enter additional 1099 income plus tips? No 1099 sent, earnings under $20,000

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Cannot include an explanation statement for form 5329. The Quickzoom launches a statement, but I am not allowed to type (get red font that disappears)

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Turbotax is telling me that I did not take out sufficient distribution from my IRA but my RMD was 0. Anyone experience this issue?

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where do i enter solo 401k contributions?

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I have an error on running my taxes that states I should not have a value in Box 4 but my RRB-1099-R does have a value. What have others done?

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one of my 1099-R doesn't have taxable amount in 2 a and is checked in 2b taxable amount not determined

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TurboTax is charging me tax on a qualified 529 to Roth Distribution, Any ideas how to adjust? The distribution meets the IRS requirements for tax free, penalty free.

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How do I get Turbo Tax to recognize and deduct a QCD from an IRA distribution. All of the proper boxes are checked.

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keeps asking for canadian pension info don't have any

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My 1099R for NY has EXEMPT in Box 14. Turbo Tax will only accept a number in this box.

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on the 1099-b sales section drop down menu, I don't have anything on my form that works with given options. I have conservatorship final distribution. how do i answer?

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I received a form 5498 regarding my 2025 IRA distribution. Does this need to be reported on my tax return?

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what do I need to check on the form if I withdrew from a 401k for a first home purchase?

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How do i get the 1099 form to fill out for payments i made

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I receive monthly income from a 1099r how do I file?

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What do I enter first? my form 1099-r or ssa-1099?

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Should NYS Education Pension be 100% subtracted from IT-201?

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When will update be available to allow the QTP to Roth IRA transfer?

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my wages are tips under 25000.00 how do I reflect that on my forms, they are suppose to be non taxable due to Big Beautiful Bill

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Where do i need to enter my SSA-1099 info. The only place i find says to "Revisit" and never gives me the opportunity to enter the values?

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I received my total RMD and tax paid. Why am i being taxed on excess accumulations in my retirement account?

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Is a 401(k) retirement plan offered by public schools?

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Does anyone know where to enter Box 4 (Federal Income Tax Withheld) from a 1099-B?

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How do I delete a credit for a penalty on early withdrawal of savings (line 18) that shouldnt exist? Even after I delete every 1099 - Turbotax adds it.

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is the question to include the value of my traditional IRA's as if 12/31 new? I did not get any 5498 forms.

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Does TurboTax include the senior deduction in calculations even though it doesn't show anywhere?

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Don’t know what changes I have to do to my 5329 info. It is my first time to take out money from my retirement funds. I moved out of state to San Antonio Tx

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i can't enter my pension exclusion for the maryland tax return on form 502 although it appears on form 502R how can i fix this?

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I have a pension as a law enforcement officer. Part of the pension is excluded from federal tax. The section "Where is this distribution from" does not include the box.

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Does anyone have a problem with Error Check asking for information that does not apply?

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I can't enter a 1099-LTC in 2023 Turbo Tax and the instructions do not work. Please advise how to enter the 1099-LTC?

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Is 1b on a 1099-DA necessary?

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How do I report a SW bug? The walk you through option for recording income is broken. I entered my SSA income then it skips over my 1099R income.

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Can I e-file taxes with a 1099-c included?

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Retire 88 yrs old, did amendment for pension, now my refund is $0, is that correct?

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If my taxable income on line 15 shows over $20k why does my total tax show 0

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Last year, in march, I filed for social security retirement.How could I do my taxes?I did not work.What do I need to do

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How do I input AP for the state when it's not an option in the drop down and I can't type it manually?

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Turbo Tax vague with RMD distribution Entry location and Split of RMD Distribution to Chairity and Schwab Investment Account? Please Help with Guidance

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Can I enter my 1099-R data?

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does Al Tax withdrawals from GA 401 K if taxes are already paid in GA?

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I have my SSA 1099 R and also my dad passed away so I have a SSA 1099 SM. Where do I enter the portion from my dad?

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MY 1099-B is for selling US Treasury Notes. What "Type of Investment" do I tell TT it was?

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Getting an error for distribution code in box 7 on 1099R, who needs to fix it?

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Regarding IRA distributions, where to find what California taxable amount is, so as to add or subtract from federal taxable amount?

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Using TurboTax desktop, how do I create and incorporate Form 8086 into my 1040 for e-filing in years I have no nondeductible contributions to my traditional IRA?

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I need to ad a 1099-B to my tax return, however I already filed the return

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Why can't I agree to share info for add on benefits and agree to complete my taxes

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I need to put my 1099 R information ito the form but I can not find a way to do that. I'm on the 'Who gave you a 1099 r page and clicked the most common

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How can I file my pension from Japanese government on line with Turbo tax?

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Form 480-7 is use for my IRA. SS benefits are not allowed as income. Same problem as last year, I want to file by mail???

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I HAVE A HOUSE WHICH I PAY A MORTAGE AND MY ONLY INCOME IS SOCIAL SECURITY DO I FILE A INCOME TAX RETURN

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how do i manually add additional 1099 forms. ?

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Is retirement income from State of Illinois out of state income?

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How do I report on a self directed IRA the 2025 distributions I took when there is no 1099-R issued?

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I'm entering information for 1099-Q and Box 1 = Box 2 + Box3 However, I have a red triangle error.

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How was my taxable income calculated?

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How can I add IRA distributions to my line 4a that was missed by Morgan Stanley to the tune of 35,799.00

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Overcontributed to Roth IRA in 25. Transferred securities from R.IRA to brokerage account 26. Without 1099-R (avail. next yr), how do I determine contribution withdrawn?

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Turbo Tax seems to be adding IRA contributions for 2025 with the amount contributed from 1/1/26-4/15/26. How do I enter it to stop double counting?

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on my 1099-R from edward jones i have a line 16 no box16a

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Form 1040 line 6: Earlier year lump sum social security worksheet. I entered all information correctly, but turbo tax states to reduce to 85%. What do I do?

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LAW ENFORCEMENT OFFICER PENSION (457B) . RECEIVE A CHECK MONTHLY. SHOULD I CHECK THE PERIODIC PAYMENTS BOX?

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Is retirement distribution from TRS subject to RMD?

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Does taxable income reportable to IRS listed as $.00 from life insurance surrender have to be reported?

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can I get past the 1099-b form without uploading the stock plan transaction supplement? It seems etrade already did it.

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How or where do I correct Turbo Tax's inclusion of my Qualified Charitable Distribution in its summary of my "Taxable IRA Distributions?"

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I have a 401K and a pension plan but will be rolling them over since i am retired. Does that mean I am not covered?

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Where do I enter the SSA-1099-R income that my dependent received in High School because I'm disabled?

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I've rec'd an OPM CSA-1099-R since 2010. Why was I asked for 2025 if a distribution fm a 403(b) Plan? Where do I find RMD? Is RMD Gross Distribution on 1099R?

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where do i find the RMD amount due?

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How do I enter information from my calstrs pension plan

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When entering a 1099-R for box 15 Texas (TX) is not available in the list of states presented on the screen

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Filing a final tax return for a deceased relative who passed away before receiving the RMD for that year. What if any entries are required on the deceased's tax return?

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cannot seperate1099 forms says to remove the 1099 but it gets stuck thee

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add additional boxes for more interest income from different credit unions?

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How should I proceed with SSA-1099? Not sure of how much was paid into Medicare Medicaid over annual period. Disabled and used a lot.

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What is the correct 7 distribution code to report a QCD?

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How can I get TurboTax to read SSA-1099 data from the form I uploaded rather than asking me to enter it manually?

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I'm filing an amended return. The 1099-R I added is $8,000, yet Line 1 changed by $14,800. Why is this taxable when I am below the over age 65 for the $6K tax break?

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SSA 1099 indicates that Box 3 includes an amount paid in 2025 for 2024 (WEP). Do I need to need to fill in separate screens for lump sum payments?

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HOW DO I PUT IN MY SOCIAL SECURITY STATEMENT WITHOUT THE FED. ID NUMBER?

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Purchased TT at Costco. $10 credit for add-ons shows on screen in tax app. But when I purchase an add-on State program, the $10 credit does not apply. What's wrong?

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can not type in my 1099's?

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How do I add an additional 1099?

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How do I enter IRA QCD's

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Where is the Payer TIN on SSA-1099-R-OP1 form?

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TurboTax is calculating state tax for a Roth 1099R for a distribution. My state does not tax Roth distributions. How can I fix this?

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where in the form do I list cobra plan payments

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I have a 1099-R that has an amount in Box 2a-Taxable Amount that is not included in my Total Taxable IRA Distributions. How do I fix this?

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Where do I enter the 12/31/2024 IRA value

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What are the details on the new deduction for contributions up to $2,000 without itemizing?

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How do I access NJ state worksheet for adjusting 403(b) distribution to reflect my previously state taxed contributions

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What is my cost basis on crypto if the only info given on 1099-B is 1d Proceeds?

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How do I navigate to edit real estate taxes and IRA distributions? Helpchat says go to ....but never tells me how!!

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How or where do I discover 2024's IRA withdrawals and what were the taxable portions?

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Do I still get penalized for early distribution from Roth IRA if I only withdrew my contributions (no earnings) and at a loss?

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What is causing form 5329 to be generated. I had in 2024, but shouldn't have in 2025. Excess contribution removed prior to filing in 2024

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Why is Turbotax treating a Form RRB-1099-R as an annuity payment?

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Turbotax is asking questions about my wife's TRS pension I've never had to answer before, plan cost, tax free amount previously recovered, annuity start date. ???????

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how do i put in dfas 1099r, this version of turbo tax does not give me that option at all?

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Can I include deductions for Dental and Vision to the Health Insurance Amount for pension income?

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How do I look at data being entered on the Form 1040 that Turbotax is compiling for me. More specifically, I want to see what is being entered for my tax payments?

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can you tell me where to find my RMD

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Unable to enter1099-R info for pensions?

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I’m not sure how to deal with the 1099-B forms?

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Do I enter Roth IRA info even if I made no 2025 contributions?

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Turbotax is showing "early distribution penalty" Box 7 is 7. Date of birth is correct. This 1099-R is from a pension account.

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I over contributed to my 2025 Roth IRA, and corrected the contribution March 2, 2026. What distribution code do I use on the 1099 R before the tax deadline?

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we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

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im asking about a RDM on a 401k

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Why does Turbotax want me to say my 2025 required minimum distribution does not satisfy my requirement?

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my 1099-B and turbotax are different

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Why does my capital gains income not equal the total of my 1099-B forms?

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What can I do if my 2025 tax return accidentally went to my Roth IRA and I transferred the funds out same day

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can i file without ssa 1099 ?

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Box 2b Total Distribution is not checked, and Box 9a is 100%. TT won't accept this combination. Is this a TT error?

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My Indiana tax return shows taxable social security. Did I enter something wrong?

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How do I get 1099 from investment company? Need to compare to my copy.

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I received 1099-G but I am confused on how to file

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Can I buy an IRA with imputed income? I am retired and have only one W2 for imputed income. Is it eligible for an IRA purchase?

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why is turbo tax asking me to review 1099-b documents?

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1 Reply 135 Views

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After entering a Roth IRA 1099R, TurboTax calculated state taxes. Roth IRA distributions are not taxed in my state. How can I fix this? I clicked the box indicating Roth.

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Why is the accuracy check asking me to review a Canadian Pension form that I don't have any have not entered?

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Under traditional IRA its asking for a For 5498 - Don't have one

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Uploading my 1099-DA turbotax turns it in to a 1099B. how can I correct this so its entered as correct form 1099-DA?

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do i need to withdraw if I have used 1163 for medical expenses in 2025. the 1163 would be part of the 3420 reported on the 1099-sa form

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Can I take the Wisconsin Retirement Income Subtraction (Credit Restricted)

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Where it asks what is it I do to apply, there is no retired button

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Can you help me return to 1099-R to correct a wrong box check?

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What are the state ID's for Tennessee and Texas? The drop-down box did not include the state of Texas and I understand because Texas does not have a state income tax.

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How do I know what to enter for my RMD?

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