Retirement Tax Tips and Answers | TurboTax® Support

I thought we were getting a 6,000.00 no tax on social security credit this year?

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I'm retired and they're asking for my agi ?

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I'm getting an error message related to my carryover worksheet. It's asking me to add 2024 State Taxes withheld. The space is hi lighted on the form. How can I edit?

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Why can't I update my Raymond James 1099-R from last year?

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What payments and with-holdings are meant here. Why are they taxable or refundable?

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TurboTax deluxe 2025. Entering 1099R. State tax not withheld but the software says it's required info in Box 15 and won't let me progress without it. Suggestions?

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turbo tax ask information from FORM 5498 This form is not used for tax return according Fidelity investment?

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How do I calculate Required Minimum Distributoin (RMD)?

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Can you explain why TurboTax requires me to upgrade to Deluxe for Additional Medicare Tax (Form 8959) if my income is below $200000 and I only have two standard W-2 forms

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Has anyone been able to update there 1099-R forms after they've been updated

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Why doesn't schedule 1a pop up to complete for the $6000 social security deduction

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Receive a pension from PA state employment that is exempt from PA state and local taxes. When I enter my 1099R info into turbo tax, my PA state tax amount owed go way up

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I started twitch streaming in 2025 but didn't earn $600 for them to issue me any tax forms. I've gone through and got my tips but do I put them in the box for 1099 or no?

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Why can’t I find the 1099 tab to file?

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Do I claim the Distribution recorded in Box 1 of the 1099R as my RMD ?

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I received a 1099R for a Roth IRA distribution. I withdrew the $5k for birth of a child. How do I file properly to avoid the early distribution tax?

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Where is the $6,000 social security reduction for seniors over 65 shown on the tax return?

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can not find where to enter my roth 457(b) for the retirement savings account

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CA Pension or Annuity Adjustments questions do not specify dates for which this applies. 2025 was the first year of distribution so I don't think I qualify.

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What were your Roth IRA contributions prior to 2025?

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Even when I follow the instructions for backdoor roth, my line 4b is still showing up as taxable even though the contribution was post tax and shouldn't be taxed - help!

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My TurboTax has included Schedule M1QPEN in my state tax return. I don't have a Qualified Public Pension Subtraction and need to remove this form. How do I do this?

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I am trying to complete the final review of all my entered information and it is asking me to review the Canada Pension section. This does not apply to me and can't skip.

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I need help someone else using my social security

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Arkansas allows for up to $6000 subtraction for qualified traditional IRA distributions. How do I determine if I qualify for that deduction?

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Hello, please advise what the tax break is called for withdrawing retirement funds for buying a primary residence. Is that emergency?

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TurboTax error when applying CO subtraction for spouse pension... It determined only $14,014 of $29,578.72 IRA withdrawal was fed taxed; however, it subtracted $20,000 .

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I do need a 1099 but it will not get past that

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Can form 5329 be filled out through online? or do i need to go to the desk top version

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I have a 1099-nec, 1099-k & a summary worksheet which shows tip income included in the 1099's. Where in T T do I list this tip income as it is now deductible?

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My state, Tennessee, does not appear in the Box 15 drop down. How do I resolve this?

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I am filing single & have a retirement plan at work. My MAGI is under $79,000, so I should qualify for the IRA deduction. Why is TurboTax denying this deduction?

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Traditional and Roth IRA Contributions if enter contrib after jan 2026 does no show on main screen (backdoor roth scenario) bug TT online

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i am looking for Texas on the drop down for box 15 on 1099-r and the state isn't there. i

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where do I enter 1099-B data?

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why are my ira contributions of seventy five hundred dollars not deductible?

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I work as a 1099 driver for doordash. Part of my income is tips which I have tracked. Where can I enter this information to get deduction

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I took out a 401 k loan in october 2025 of 17k. I left my job 12/31/2025. I repaid the loan on 1/22/2026. is this considered a rollover?

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Can I change the code on my 1099-R so it will show i have a disability?

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Hello, I am trying to add form ssa-1099 and upload the pic and it says can’t add and wait later.

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why is my husbands social security taxable? didn't the big beautiful bill pass that social security is not taxed?

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Isn’t social security income excluded from taxes when I turned 65?

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The program will not allow me to update my SSA-1099 information

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why is my Turbo Tax reading my Roth IRA as taxable income even though I didn't exceed 2025 $7000 limit?

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ssa 1099 entry window is not available?

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How do I enter a 1099-R amount which includes Federal retirement benefits and none taxable FERS annuity benefits

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WHy is turbo tax not completing the retirement income exemptiom for vt

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Is there a special section to type ITIN numbers? I've tried typing it in Social Security Number section and it just tells me its incorrect for Social Security Number.

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why would i receive a 1099-G form?

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I am 68 on social security. I have a 1099C, do I need to file income tax?

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Can anyone tell me how to confirm the calculation of the additional OBBBA Social Security deduction?

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My refund was received by the IRA on 01/07/2026 but still says pending?

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Last year, I transferred money in my retirement IRA (from TIAA-CREF) directly to another account (Schwab). How do I handle that transaction on my tax return?

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what if I sold some crypto currency, but it wasn't enough to receive a form 1099-B?

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I just started receiving SSDI payments in 2025 due to my parent eligibility status. I received an SSA-1099 form do I need to file tax return.

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I uploaded my W-2 but it didn't pick up the amount in Box 12a, so how can I get that amount entered into TurboTax? Does it matter? I'd think it would help

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I am using TurboTax 2025 Delux (Federal Only). The line named "IRA, 401(K) Pension Withdrawals (1099-R)" says "Available soon". How long will it available?

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Roth IRA withdrawal prior to 59.5 - I withdrew some of my contributions only. Turbotax correctly says I don't owe Federal but is charging me State. How do I fix?

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Can anyone tell me when TT 2025 desktop will be updated to allow info for 401k disbursements and solar power credit form?

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Backdoor Roth Conversions getting flagged as "excess contributions"

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Turbo tax added a Canadian pension they think I have but I do not. How can I remove it?

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How do I show that I'm withdrawing from Roth IRA early but only withdrawing contributions (not earnings) - therefore not taxable?

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Why does my federal refund go down by thousands when I enter my RMD? I took a distribution in excess of the RMD and paid taxes on it - no penalty due

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Is 1099 the same as 1099-k?

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If my state retirement plan refunds most of the amount deducted from my SS for Medicare, how do I handle it when filing?

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No I’d number on my w2 from social security ?

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1 Reply 75 Views

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My social security w2 has no I’d number

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Can I contribute to a Roth IRA (any amount) if I max out my 401k? I max'd out the last 3 years and I file as single.

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my w-2 has a code on box 12 that is not in the drop down box it is tp and tt

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How do I determine my annuity start date?

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When will 1099R section of turbo tax be available?

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How to correct a zip code on my 1099-R

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For box 12, a I have a code on my W-2 that says TP but from the drop-down list of codes to choose from, so how do I complete my W-2 if I can’t enter the correct code?

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Vanguard and Northwestern tax forms are already online but TurboTax says I must wait until the end of the month to download them into TurboTax. Why?

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I got a 1099-R for a direct rollover but the money is showing as income and I'm being taxed, why? I did not receive it.

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Can you edit your answer for the question. What was your AGI from 2024 taxes line 11. I can’t find it anywhere again. It’s to verify it’s you?

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where is the SSA -1099 worksheet? I am expecting turbo to perform the calculation from box 5

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TurboTax 2025 is not allowing my Federal Retirement income to be deducted from my Kansas state income which Kansas does not tax, how do I get this corrected?

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How do I enter previous years soc sec benefits? my 2025 1099SM has a lump sum payment for 2024.

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Should we still be penalized for early withdrawal of my husband's pension with the Qualified Public Safety Employee box checked?

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I don't have an IRA. Why are they asking about RMD?

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When can I expect to be able to complete my income from 1090 retirement?

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How do I claim the early withdrawal penalty waiver for a qualified birth when submitting my 1099-R? I don't see it as an option under exceptions for the penalty.

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can I inter a SSA-1099

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Can't enter 1099-R

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Why doesn't the TurboTax software recognize the "last month rule" or "full contribution rule" as it relates to HSA contributions?

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is my 401k distribution from my employer sponsered plan, 100 percent deductible for 2026 in michigan if I am still working and 64 years old

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How do I discontinue the up to 5 days early refund benefit?

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it says "You have Additional Medicare Tax Form 8959." but the explanation they give for why I need does not apply to me. I do not make enough money, so why do I need it?

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I just spoke with Turbo Tax representative to inquire about availability of the 1099-R schedule to input pension. Was informed it would be after January 31st.

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Is it okay to submit my return even though turbo tax says my employer withheld too much for social security tax? My math says its correct?

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I worked my regular job until May 31st 2025. I retired from this job as of June 1st, 2025 throughout the rest of year. Is my title Retired (as of 12/31/25)?

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Social Security entry bug where it asks about Canadian social security

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When can we enter 1099R data and energy credits be entered?

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Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an inaccurate taxable amount that does not match the CSA 1099R.

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3 Replies 390 Views

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why do i need a rmd? this is a civil service retirement annuity.

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1 Reply 119 Views

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nys retirement is exempt where do i check that turbo tax keeps taxing me

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1 Reply 140 Views

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How do I create a 1099 NEC in Turbotax Online?

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1 Reply 81 Views

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has SSA released 1099 for 2025 yes

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1 Reply 31 Views

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MD tax form offsets all of the social security benefits, but new MD law phases in 30% offset

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no roth but wants year in 1099?

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Can I enter SSA-1099 yet?

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California FTB now exempts the first $20,000 of military retirement. It seems Turbo Tax software does not apply military retiree the $20,000 tax exclusion.

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Arkansas state for 2025 would not allow my $6000 pension deduction, did fine in past years. It instead added "65 special" exemption. I manually corrected. Please help.

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I downloaded my ItsDeductable information for 2025 but none of the amounts of the contributions are listed only the organization. How do I get access to the $ amounts?

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I am trying to enter in a 1099-R and the online version is not asking me about a rollover. It just asks about roth conversions or roth iras.

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if the investment company sends a copy of the 1099-B why do i need to

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where do I find input for wifes 1099R state pension?

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I made an early distribution from my Roth last year. The distribution was less than the conversion I made into it more than 5 years prior. How do I key this in?

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1099-R marked as a traditional not Roth box between 7 & 8 but will not allow me to select later that this was a direct rollover from traditional to traditional?

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Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on December 31, 2025. This information is sent by mail on Form 5498.

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Turbo Tax is only showing the "standard deduction" ....it is now showing the extra $12,000 deduction for seniors on Social Security - anyone else notice this?

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I'm retired and collect social security. other than that I own some stocks and receive dividends. Do I qualify for free tax filing?

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How do I know if my 1099-R distribution does or does not qualify for the Oklahoma retirement exclusion? Question from page titled "Where is your distribution from?"

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My SSA-1099SM Does not show any Part C Premiums Deducted. Is the fact that I have an Advantage Program the reason why?

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If my annuity has a systematic monthly payment that at end of year exceeds the RMD requirement for the year, do I put a '0' in the 'RMD due by Dec. 31 2025' box?

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I can not retrive my 2024 tax return. Please helpBarry [PII remove]

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I do not have IRA information and it will not let me delete the form.

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1 Reply 76 Views

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How can I make sure that Minister's Housing Allowance was deducted from my taxable income?

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1 Reply 172 Views

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2025 1040 Wages & Income, the section "IRA, 401(k), Pension Plan Withdrawals (1099-R)" isn't working. When I click on the Review button, it says "...unavailable...

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When will the Retirement Plans and Social Security become available to enter info? I can never remember Turbo Tax having this kind of delay.

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I received a message when trying g to enter my pension income for 2025 from a 1099 form. message stated available soon and would not allow me to enter the figures .Why?

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Where do I enter charitable contribution I made from RMD?

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1 Reply 208 Views

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I don’t see that turbo tax applied the $6000 social security credit. I am 66

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are tips taxable for 2025? i thought there was an exemption for 2025.

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Effective 1/1/25 I have an ongoing temporary spousal support order. Does it need to be reported as taxable income for Federal and CA state

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i I entered my SSN 1099, where do I enter my military 1099-R?

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1 Reply 51 Views

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First time receiving Social Security benefits. How do I add them to tax file?

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1 Reply 275 Views

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new senior tax deduct for seniors filing married jointly seems wrong for those above 150k It takes the deduct from 6000 and x 2 instead of taking subtracting from 12,000

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1 Reply 93 Views

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Update for 2025 retirement accounts was promised for 01//2026. Where is it?

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1 Reply 106 Views

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I am raising my little brother's kids and they recieve death benefits from social security. Is this taxable income for me the guardian

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1 Reply 406 Views

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When IRA section of 2025 Turbo Tax will be ready?

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Why is TT routing me to a Canadian Pension screen?

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I have 401K retirement income from Invesco. Looking to download this data from Turbo Tax. The Invesco name does not appear in a Turbo Tax search. Can you advise?

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1 Reply 123 Views

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I'm trying to enter my 1099-R and cannot

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1 Reply 40 Views

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Why is the new taxes for pensions, retirement not included in Turbotax?

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2 Replies 126 Views

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can you deductyour medicare part B premiums if your retired

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1 Reply 116 Views

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When will the 401K Income section be ready to enter 2025 taxes?

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1 Reply 91 Views

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How do I delete an entry for 1099-R in Turbo Tax.

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2 Replies 136 Views

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When will Turbo Tax be updated to input “IRA, 401k, Pension Plan Withdrawal 1099-R data?

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1 Reply 163 Views

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Do I have to list my social security benefits on my tax return?

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1 Reply 291 Views

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Just purchased Turbo Tax today. Did updates but says 1099R not available. However, after reading some posts, people are saying it works. Help

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8 Replies 1950 Views

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When will I be able to enter my IRA, 401(k), Pension Plan Withdrawals (1099-R) information?

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1 Reply 61 Views

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How do I create a 1099

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1 Reply 46 Views

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Where do I enter information from my form 5498?

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1 Reply 188 Views

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When I entered my 1099R, the amount owed for my taxes is incorrect. What should I do? Do I need to start over?

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1 Reply 87 Views

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After I entered my 1099R the amount I owed appears to be incorrect

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My online still tells me that TurboTax is not ready for use due to adjustments needed to incorporate Trump Social Security tax changes. Is that true? When is it likely?

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4 Replies 487 Views

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I TOOK EXTRA OUT OF 401K, WERE DO I ADD THE ADDITIONAL AMOUNT. TURBO TAX DOESNT SHOW ME

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When will the section to input 1099-R's be ready?

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1 Reply 83 Views

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