Retirement Tax Tips and Answers | TurboTax® Support

What amount of an IRA is tax deductable?

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How do I submit a letter of explanation to the IRS...

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This year I have UK inheritance. Which TT should I...

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In prior years Turbo Tax had a section asking abou...

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Pls advise why our sss benefits are added to taxab...

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What are the exceptions that apply when a T is rep...

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In the past if you made a withdrawal from your IRA...

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I'm being asked to enter TSP withholding amount fo...

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I turned 71 in 2017 and I received my total distri...

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I filed my 2018 Taxes and I used my 2017 1099R b...

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My only income last year was $10,000. It was a wit...

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Does a transfer between two Roth IRA accounts from...

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Which turotax product should i get if i have tradi...

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Do we need to send our forms anywhere for Federal ...

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My husband passed away in January 2019. I never go...

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Medicare Premiums -We received an income related a...

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I am collecting social security I made $24,274 whi...

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Can I add my German Pension to my Social Security?

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Which version or versions of turbotax support back...

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I have a 1099-G form for my 2017 state tax return....

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The on line TurboTax program did not let me enter ...

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Retirement Contributions: 1) I contribute to IMRF ...

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How do I correct my business's SIMPLE IRA distribu...

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What is the current amount over my social security...

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Can i find the section that tells me how much my t...

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I filed my taxes on time, but I didn't know that I...

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My taxes printed out on a 1040 instead of a 1099 f...

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How do i correctly send the efiled 1040-V form do ...

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Wrongly made Roth IRA contribution for 2018. I did...

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2 Replies 334 Views

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I have a 1099-R for a 401K do I attach copy 2 for...

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I had a mandatory withdrawal from my IRA and I hav...

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Why does my tax amount not change after I put in t...

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Can i find the section that tells me how much my t...

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I live for some part of the time in a half way hou...

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On the 1099R the taxable income is undetermined. ...

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Can I enter zero on line 13b of Injured Spouse fo...

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Are Governments Payments reported on Forms 1099-G ...

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Im on a fixed retirement income what is the cheape...

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Why did you not ask about my Social Security Incom...

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I know I'm not required to file a return, but woul...

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In PA, will I receive at 1099-G for maternity leav...

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How do I get a 2016 1099R error corrected? I did n...

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Does my 19 year old child have to pay taxes from S...

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Why am I paying two (2) state taxes on my 1099-R?

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My husband is in the local pipefitters union in Co...

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If i recieved social security for my sons from the...

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Can I put my fiancé's Social Security Benefits on ...

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Are social security child auxiliary benefits paren...

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Can I treat a 403B distribution as public pension ...

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Sold our home in 2016. Renting in retirement commu...

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MRD 2016 withdrawal - did not take all but have un...

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4 Replies 466 Views

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I filed my fed and state taxes already and then I ...

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Is my military retirement pay a qualified plan

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Is Michigan MERS a Qualified Government or public ...

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I withdrew from my 401k last year to pay back my 4...

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Do I need to include any gains from employer spons...

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I have a SSA 1094 social security benefit statemen...

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This year I received lump sump payout from social ...

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The only itemized return I have will be my IRA con...

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I need to fill out a 1099 (not payment i received,...

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One W2, One Roth IRA disbursement, Medicare for th...

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IRA Year-End Valuation

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I would like to confirm which form i need to use f...

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My wife is self-employed. She reached age 70.5 and...

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If Im living in florida but take money out my mone...

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I filed my tax return and then I received a substi...

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I have two Roth IRA's. I set one up to give each g...

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I cashed in an IRA how do I show it on turbo tax 2...

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Can I file a 1099 and W-2 on the same return?

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My mom owes money to the IRS but, we both love Tur...

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4 Replies 477 Views

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I contribute to core college 529 plan every month....

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My mother lives with me and retired the 1st of Apr...

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This is the first year I have codes and numbers in...

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I took the combined MRD for 2 traditional IRAs fro...

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I get $145.00 per month pension the rest comes fro...

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I have a 1099 how do I need to start my taxes? As ...

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I receive pension from German government (equivale...

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Which turbotax do I need to include money taken ou...

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I have a 1099 from my Direct Sales company but i d...

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My wife does some substitue teaching.She is over 6...

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Is inheritance income federally taxable ?

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My wife quit her job in March of last year and we ...

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3 Replies 281 Views

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Contributing to an employer savings plan....Is tha...

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Do you wait for a form from your 401k or do they e...

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When I say my retirement is a periodic payment, tu...

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We now have one of our children living with us tem...

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I made a nondeductible ira contribution of 6500 an...

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1099-R should withholding on IRA be included in Bo...

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My husband is a minister that receives a housing a...

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I took out a hardship on my 401k for medical bills...

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I will inherit approx $50,000. Part is from an IR...

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I will be receiving a 1099R from an ESOP for tax y...

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Social Security Disability

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Wave the 10% penalty for withdrawing money from th...

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Can I apply a 60 day rollover from 401(k) to IRA -...

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I did not contribute to the 401K at work. I contr...

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I have 5 IRA accounts. Withdrew enough from 3 acco...

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So i received a 1099-R form. With a distribution ...

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I took an early withdrawal from my IRA to pay for ...

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If my broker didn't give me a 1099-B, how do I rep...

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How do I know if I own money for my retirement pla...

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Name is mispelled on 1099-r

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Withdrawal of contributions to roth ira are not ta...

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2 Replies 222 Views

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I recently lost my job and have a 401k loan. What...

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Disbursement from my 401K and Roth 401K

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3 Replies 413 Views

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Roth IRA withdraw and returning the money

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1099-R My taxable income includes four rollovers ...

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7 Replies 1253 Views

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Can I use a 1040 form when I have a w-2 and a 1099...

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I do not itemize but I do have self employment in...

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Can I claim my retirement plan contributions - TIA...

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Issue a 1099 for Driver

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I cash in my retirement check and i am waiting for...

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Do I need to send a 1099 to the company that does ...

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I paid taxes on an ira withdrawal in 2016 for 2015...

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Borrowed money for dental surgery from 401k can I ...

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I have( combine income) of SSI and a Retirement ch...

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291 Views

What form do I use if I'm retired?

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Can I input the medical insurance cost that is ded...

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7 Replies 984 Views

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How do I file, if I retired and did not work in 20...

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1 Reply 242 Views

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242 Views

Which turbo tax do I need for roth IRA's?

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1 Reply 1356 Views

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Will an inheritance payout have any effect on my e...

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1 Reply 468 Views

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468 Views

Do we need to claim our 410k if we cashed it out e...

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1 Reply 259 Views

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259 Views

My husband receives social security. he does not ...

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164 Views

Does my 17 year old who is a hostess and makes mor...

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1 Reply 182 Views

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182 Views

My dad and father in law passed away in 2016 and t...

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1 Reply 389 Views

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389 Views

My wife has no income for last year because she is...

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3 Replies 285 Views

3 Replies

285 Views

Question, when entering 1099R, if you have multipl...

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269 Views

1099 form without SSN.

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1 Reply 540 Views

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540 Views

I only have $769.00 of taxable income. This is inc...

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1 Reply 218 Views

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218 Views

I did not have to file last year because I now am ...

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2 Replies 339 Views

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339 Views

Is taking a loan on your retirement 401k considere...

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I have Turbo Tax Premier addition and want to work...

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I CLOSED RETIREMENT FUND FOR DOWNPAYMENT OF NEW H...

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I withdrew my 2015 Excess Roth IRA contribution on...

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Retirement saving

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