Retirement Tax Tips and Answers | TurboTax® Support

I filed my taxes and then got another 1099R in the mail. Can i just claim it next year?

by on Latest post on by

1 Reply 118 Views

1 Reply

118 Views

I filed indicating I had a Traditional IRA but should be Roth IRA. When I try to amend, I receive message I have exceeded my contributions for an IRA.

by on Latest post on by

1 Reply 76 Views

1 Reply

76 Views

Full time job with 401K, also independent contractor. Can I contribute to IRA using the independent income in 2022 to help reduce taxes?

by on Latest post on by

3 Replies 259 Views

3 Replies

259 Views

On Sch 1, line 18 Penalty on early withdrawal of savings, it is 155. I have no idea where TT gets the number from since I don't have any early withdraw. any idea? thanks

by on Latest post on by

3 Replies 1136 Views

3 Replies

1136 Views

Where do I enter 1099-G income from a 2022 local tax refund, in the desktop app?

by on Latest post on by

1 Reply 125 Views

1 Reply

125 Views

8606 question. Contributed & converted $7k to a BDR in 12/2022. On 12/31/2022, had $2 in my tIRA. 8606 changes my $7k to $6,998. How to fix this amt back to $7k?

by on Latest post on by

3 Replies 219 Views

3 Replies

219 Views

Where is the FEDERAL ID NUMBER on the Form 1099-R?

by on Latest post on by

1 Reply 101 Views

1 Reply

101 Views

I contribution $7,500 (catchup) to my non-deductible IRA and TT is telling me the limit is $7,000 for 2023. I believe this is an error in the software. Please confirm.

by on Latest post on by

2 Replies 165 Views

2 Replies

165 Views

For 1099-R, why would Turbotax shift a small portion of total from line 5B to 4b

by on Latest post on by

1 Reply 127 Views

1 Reply

127 Views

I haven't filed in 2 years and can't find w2s or 1099s.(for pension check and social security disability) can u help me?

by on Latest post on by

1 Reply 169 Views

1 Reply

169 Views

Do i need to file taxes if we don't pay anything and are on social security

by on Latest post on by

1 Reply 199 Views

1 Reply

199 Views

Taxablesocial security is not taxable in the state of nGeorgia, but turbo tax did not deduct it from income in 2022. Why?

by on Latest post on by

1 Reply 81 Views

1 Reply

81 Views

Got 2021 RMD after 1 Apr 2022. 1099R has both 2021 and 2022 RMD as one lump sum. Must I file a 5329?

by on Latest post on by

4 Replies 458 Views

4 Replies

458 Views

I’m 76 years old my husband passed away in 2021 and need to do my taxes? My income is just social security what do I need to do?

by on Latest post on by

2 Replies 166 Views

2 Replies

166 Views

Is RMD considered after my husband has been getting Retirement for 10+ years & just turned 73 in 2022?

by on Latest post on by

2 Replies 203 Views

2 Replies

203 Views

Why does Turbotax Basic not have a box to check for a "CORRECTED" 1099-R?

by on Latest post on by

1 Reply 128 Views

1 Reply

128 Views

Can someone explain how the ADP ACP nondiscrimination test applies when my employer does not contribute anything to the 401K. It's only employee contribution.

by on Latest post on by

4 Replies 686 Views

4 Replies

686 Views

On the part where it wants me to tell a bit about myself and my taxes. None of the boxes say anything about being unemployed. I don't know what to do. Can someone help?

by on Latest post on by

1 Reply 112 Views

1 Reply

112 Views

Roth IRA $6000 contributed 2021, Recharacterizated 2022, Form 1099R received 2023

by on Latest post on by

1 Reply 143 Views

1 Reply

143 Views

I have a single 1099-K of $696 for eBay sales. I entered this in TT Del and got an error that the 1099-B worksheet doesn't match the payment amount. How do I fix this?

by on Latest post on by

2 Replies 343 Views

2 Replies

343 Views

TT fills out Form 8889 incorrectly - it doesn't make the appropriate form entry for those over 55 who can contribute more. I have deleted and reentered info but not a fix

by on Latest post on by

2 Replies 362 Views

2 Replies

362 Views

Can i take the first time homebuyer ira exclusion if it is my first home purchase but my wife owned one when I moved in with her and the deed was never updated?

by on Latest post on by

2 Replies 355 Views

2 Replies

355 Views

Why did Turbo Tax tax me on social security benefits when the amount is under $25,000?

by on Latest post on by

2 Replies 260 Views

2 Replies

260 Views

401k rollover from old to current employer 1099-r reason G direct rollover. $0 taxable income. why is turbotax adding it to my income?

by on Latest post on by

1 Reply 288 Views

1 Reply

288 Views

For pension I want to change from non qualifed to qualifed but it always highlight the non qualifed

by on Latest post on by

5 Replies 456 Views

5 Replies

456 Views

Wisconsin 2022 return not able because not all forms have been finalized. The problem appears to be related to traditional IRA conversion to Roth

by on Latest post on by

1 Reply 152 Views

1 Reply

152 Views

I don't have W2' But all my data is on 1099R's is it the same

by on Latest post on by

1 Reply 117 Views

1 Reply

117 Views

Why does Turbotax call my $3,000 special 403(b) catch up provision an excess contribution, when it is valid for those >50 and with >15 years of employment?

by on Latest post on by

4 Replies 1216 Views

4 Replies

1216 Views

Is anyone having an error with the ROTH IRA? I contributed $5,400 this year and max is $6,000 but getting an error that says I contributed beyond max and pay penalty

by on Latest post on by

2 Replies 169 Views

2 Replies

169 Views

My employer did not end up contributing to my 401k every month due to cash flow issues. Do I use the the total amount deducted or the amount they actually contributed?

by on Latest post on by

1 Reply 179 Views

1 Reply

179 Views

Are Roth 401k contributions entered into TurboTax (as Roth IRA contributions are)?

by on Latest post on by

1 Reply 142 Views

1 Reply

142 Views

Which payer's i.d. to use in form 1099-R for German pension fund ?

by on Latest post on by

1 Reply 240 Views

1 Reply

240 Views

Should I use the incorrect State listed in box 15 on my 1099-R or leave it blank?

by on Latest post on by

1 Reply 208 Views

1 Reply

208 Views

The Turbo Tax Income section does not match up with my W2 (retired); eg: 7 Distribution Code(s) like code 7 I have use for 20 years. Dennis

by on Latest post on by

1 Reply 87 Views

1 Reply

87 Views

I received a $400 dividend on a whole life policy I have. Is this taxable or do I have to even report it. If so how Di I enter it. I received no 1099 div?

by on Latest post on by

1 Reply 76 Views

1 Reply

76 Views

When will TT have all the forms required to submit 2022 trust return?

by on Latest post on by

3 Replies 351 Views

3 Replies

351 Views

How do I enter info into form 8606 line 20? I did an early IRA distribution for a first time home purchase, but the form will not physically let me enter info.

by on Latest post on by

5 Replies 674 Views

5 Replies

674 Views

Why will it not let me do my 1099?

by on Latest post on by

2 Replies 203 Views

2 Replies

203 Views

My spouse died in 2022 and his deferred compensation was disbursed to me in a lump sum. I believe I get taxed as if it's ordinary income. What other options are allowed?

by on Latest post on by

1 Reply 193 Views

1 Reply

193 Views

I get an annual 1099 Misc for an additional retirement benefit. How do I enter this a non job.

by on Latest post on by

1 Reply 223 Views

1 Reply

223 Views

How do I report a taxable early 2022 RMD for my husband who died in late 2021? I will file singly this year.

by on Latest post on by

1 Reply 111 Views

1 Reply

111 Views

I couldn't find where to find SSA-1099 to fill out.

by on Latest post on by

2 Replies 150 Views

2 Replies

150 Views

My bank add my IRA transfer and MRS together and did not tak fed and state taxes, how should I separate these two with one 1099 R?

by on Latest post on by

4 Replies 275 Views

4 Replies

275 Views

Are the foreign taxes withheld by Canada on a registered retirement plan payment income for US taxes

by on Latest post on by

3 Replies 321 Views

3 Replies

321 Views

Earlier I asked if TurboTax received info from South Carolina on no longer taxing military retirement in 2022. Did TurboTax change its software to reflect the change?

by on Latest post on by

1 Reply 229 Views

1 Reply

229 Views

Tubotax 2022 - in step be step mode, how do you sort list of 1099-NECs in alphabetical order?

by on Latest post on by

11 Replies 892 Views

11 Replies

892 Views

Can sales tax be applied to the B&O tax in this case? i.e., Are taxes taxable?

by on Latest post on by

1 Reply 136 Views

1 Reply

136 Views

Does turbotax have online provisions for registering a partial 60-day Traditional IRA rollover? Will it be non-taxable on your 2023 return?

by on Latest post on by

1 Reply 137 Views

1 Reply

137 Views

How do you complete two 1099's on one form?

by on Latest post on by

8 Replies 3445 Views

8 Replies

3445 Views

'error on my state tax return - TP your total Bailey retirement benefits cannot exceed 22483'?

by on Latest post on by

6 Replies 788 Views

6 Replies

788 Views

My TT Premier freeze for entering data for SSA-1099 onward!!!???

by on Latest post on by

2 Replies 179 Views

2 Replies

179 Views

How does selling my fully depreciated truck tractor from my pre retirement work affect my taxes?

by on Latest post on by

1 Reply 175 Views

1 Reply

175 Views

1099 K form from ebay- the given threshold for this past year was 19,999. I went over that and want to know how portion of that amount am i actually taxed(or all of it)

by on Latest post on by

4 Replies 236 Views

4 Replies

236 Views

How do I find out if i pay into social security

by on Latest post on by

2 Replies 269 Views

2 Replies

269 Views

We are retired and have income from social security, a pension and IRA retirement disributions. Which product should I order?

by on Latest post on by

1 Reply 161 Views

1 Reply

161 Views

I did my taxes with Turbotax 2022 and just had 1 W2, some Social Secutity sss-1099, some interest and an IRA withdrawal. It was rejected: FW2-001-02 How do I fix

by on Latest post on by

2 Replies 326 Views

2 Replies

326 Views

I am raising my granddaughter. She receives ss from her deceased father. Is this taxable?

by on Latest post on by

1 Reply 129 Views

1 Reply

129 Views

In 2020 I got $20k retention bonus to stay 2 more years. I quit after 1 year and had to pay back $10k. How can I get the taxes for those 10k back?

by on Latest post on by

3 Replies 384 Views

3 Replies

384 Views

How can I open a turbo tax file when the security question is not being shown??

by on Latest post on by

1 Reply 110 Views

1 Reply

110 Views

We have a schedule K-1 Form 1041 from an inheritance, some of which was possibly taxable? We did not administrate the estate, husband was one beneficiary of eight.

by on Latest post on by

2 Replies 196 Views

2 Replies

196 Views

Why did Turbo Tax remove the ability for filers to claim over withheld Social Security taxes when the employer is an agent under Rev. Proc. 70-6? Schedule 3, line 11

by on Latest post on by

1 Reply 216 Views

1 Reply

216 Views

How do I respond to answers to my original question posed to the TurboTax community?

by on Latest post on by

1 Reply 170 Views

1 Reply

170 Views

Social security entry is not working. All I get is a blank page when I click update next to the social security entry line

by on Latest post on by

2 Replies 599 Views

2 Replies

599 Views

I can't e-file because the Review indicates an incorrect zip code for a Payer on a 1099R. I have checked. The zip is entered correctly and matches the 1099R form.

by on Latest post on by

1 Reply 236 Views

1 Reply

236 Views

In the Alimony Paid Smart Worksheet... what amounts do I put in here.. just he amount paid from 1/1/2022-12/31/2022? or the total since the Start of the Alomony?

by on Latest post on by

2 Replies 155 Views

2 Replies

155 Views

Can I claim lost income on taxes? I am retired but went back. I have to pay 10% into the system but get no benefit from paying it in and never will.

by on Latest post on by

1 Reply 78 Views

1 Reply

78 Views

I retired at the end of 2021, but there is no box to click to let me begin my return.

by on Latest post on by

1 Reply 169 Views

1 Reply

169 Views

We received a 1099 NEC but the address is listed as our old address in PA but our LLC address is in Nevada. How do we report this so we don't end up owing PA?

by on Latest post on by

1 Reply 250 Views

1 Reply

250 Views

If a black box on the left of the screen blocks out some information, how do I get rid of the box?

by on Latest post on by

1 Reply 541 Views

1 Reply

541 Views

1099-R, line 2a taxable amount not transferring to form 1040, line 4b. How can I override, the feature is blocked?

by on Latest post on by

2 Replies 244 Views

2 Replies

244 Views

I have retirement income on a 1099R and Income from SSA on a 1099. Are these considered earned income from working?

by on Latest post on by

1 Reply 187 Views

1 Reply

187 Views

Is the Nassau county NY household assistance payment of $375 taxable?

by on Latest post on by

1 Reply 272 Views

1 Reply

272 Views

I get this instruction in TT 2022 to send in Form 8949 but TurboTax does not provide this, what am I supposed to do, the 1099-B was sent to IRS?

by on Latest post on by

1 Reply 64 Views

1 Reply

64 Views

Why is Turbo Tax deducting one of my pension amounts from the taxable amount on line 5b 1040-SR? Three pensions have all been fully taxable in the past.

by on Latest post on by

2 Replies 197 Views

2 Replies

197 Views

If my taxable income is below guidlines do i still file?

by on Latest post on by

1 Reply 267 Views

1 Reply

267 Views

Why did my Social Security income post to Pensions and annuties?

by on Latest post on by

1 Reply 77 Views

1 Reply

77 Views

How do I get a social security number from last year’s tax return

by on Latest post on by

1 Reply 166 Views

1 Reply

166 Views

Why hasn't TurboTax imported my 2020 IRA-to-ROTH conversion data for my 2021 file?

by on Latest post on by

4 Replies 495 Views

4 Replies

495 Views

Why is it I can't get past the 401k COVID distribution it keeps saying I to review the topic?

by on Latest post on by

1 Reply 178 Views

1 Reply

178 Views

The Combined Federal and State Filing Program (CF/SF) for 1099 NEC?

by on Latest post on by

1 Reply 76 Views

1 Reply

76 Views

Tax Year Prior to 2020: Is an inherited Roth distribution tax-free in NJ?

by on Latest post on by

27 Replies 3173 Views

27 Replies

3173 Views

I pre-ordered a BMW i4 EV on June 27, 2022 before the Inflation reduction act went into effect. I was told I should get the 2022 $7500 credit in 2023 when I receive car.

by on Latest post on by

1 Reply 63 Views

1 Reply

63 Views

I’ve used TurboTax for twenty straight years and even after an hour on the phone, this is the first time I was unable to transfer last year’s return to the current year?

by on Latest post on by

21 Replies 1487 Views

21 Replies

1487 Views

Where on Turbotax can I add my Wife's New SSA money (Since July 2022) along with her Job income?

by on Latest post on by

1 Reply 105 Views

1 Reply

105 Views

I’m on social security disability with 3 dependents age 10 and under. Should I file tax return?

by on Latest post on by

2 Replies 289 Views

2 Replies

289 Views

I made $6080 on selling gear and items I didn't need in 2022 on Reverb and got a 1099-k as a result. I only had 10 transitions total. Do I need to report this income?

by on Latest post on by

1 Reply 114 Views

1 Reply

114 Views

I got a small check from my bank due to a lawsuit against their IRA software. I am wondering if I can deposit this as I am no longer eligible to contribute to my IRA.

by on Latest post on by

1 Reply 93 Views

1 Reply

93 Views

Poshmark is refusing to give me a 1099 form. It is my only earned income. What should I do?

by on Latest post on by

1 Reply 103 Views

1 Reply

103 Views

My mother in-law passed away. Her private healthcare worker requested a 1099 form. How do I create one?

by on Latest post on by

1 Reply 149 Views

1 Reply

149 Views

How do I calculate the RMD for a 410K account?

by on Latest post on by

1 Reply 122 Views

1 Reply

122 Views

How do I add the after-tax basis for a Traditional IRA Rollover to a Roth IRA if this information is not included on the Form 1099-R?

by on Latest post on by

3 Replies 1374 Views

3 Replies

1374 Views

Id i only receive social security benefits do i need to report

by on Latest post on by

3 Replies 287 Views

3 Replies

287 Views

How to enter manually state distribution Block 16 on Form 1099-R when the block is gray and thus unable to enter type in any amount?

by on Latest post on by

1 Reply 267 Views

1 Reply

267 Views

Does TurboTax pull my self-paid 401k contributions automatically into the state? Or, do I need to re-enter that there?

by on Latest post on by

2 Replies 205 Views

2 Replies

205 Views

I e-filed my 1099-NEC on 1/31 but it was e-filed by Turbotax on 2/1. Why is that?

by on Latest post on by

1 Reply 53 Views

1 Reply

53 Views

DoesTurbo Tax Deluxe, allow you to submit a deduction for the $10,000 military retirement pay exemption?

by on Latest post on by

1 Reply 78 Views

1 Reply

78 Views

Due to police pension, have 0 social security taxes withheld on paycheck. How do we avoid being penalized at filing time when it appears we owe a bunch of SS taxes?

by on Latest post on by

1 Reply 247 Views

1 Reply

247 Views

Turbo Tax is asking for info from form 1099-C when filling out info for medical insurance coverage for 2022?

by on Latest post on by

1 Reply 83 Views

1 Reply

83 Views

Hi, I moved 6500 dollars to my Traditional IRA so that i could do a Roth conversion as I am not eligible for a traditional IRA.

by on Latest post on by

6 Replies 437 Views

6 Replies

437 Views

I didn’t file my 2021 1099 form how do I add it to this year return

by on Latest post on by

1 Reply 103 Views

1 Reply

103 Views

I am preparing a 1099 for my contractor. Do I also have to send my independent contractor 1099 to the state department or do I just include this info when I pay taxes.

by on Latest post on by

1 Reply 140 Views

1 Reply

140 Views

Where can I enter 1099 info for my contractors by paying a one-time fee? I can't recall the website.

by on Latest post on by

1 Reply 96 Views

1 Reply

96 Views

I own a C Corp and paid myself a salary in 2022. However, i withdrew cash as well. Do I need a 1099 for the portion of the money not paid via salary Thanks

by on Latest post on by

2 Replies 121 Views

2 Replies

121 Views

Will all data from 2021 return transfer to 2022? The IRA conversion data did not come over. This is pretty much the same return as last year and it worked then.

by on Latest post on by

1 Reply 119 Views

1 Reply

119 Views

My 1099-NEC reports alot more money than i earned because i was refunded for expenses. how do i go about that

by on Latest post on by

1 Reply 59 Views

1 Reply

59 Views

How do I list public service loan forgiveness for the state of Mississippi? (I think this is not taxable by the federal govt.

by on Latest post on by

2 Replies 271 Views

2 Replies

271 Views

Why did I get a 1099 form for 2022 taxes, it's in the amount of $700, do I have to pay taxes on this? Couldn't they just have taken it out in the beginning

by on Latest post on by

2 Replies 449 Views

2 Replies

449 Views

How do I handle excess contributions to an HSA? I took out money for the last several months because of the SS look back provision.

by on Latest post on by

1 Reply 67 Views

1 Reply

67 Views

On my 2021 1040-SR return line 15 shows taxable income of $1,653. But on line 16 Tax Turbo Tax placed a 0 for the tax amount. Why would that be correct?

by on Latest post on by

1 Reply 97 Views

1 Reply

97 Views

I am retired and live on my social security. Do I have to file federal and state taxes?

by on Latest post on by

1 Reply 95 Views

1 Reply

95 Views

Turbotax did not create a form 8606. I had to do it myself. This should not happen.

by on Latest post on by

1 Reply 69 Views

1 Reply

69 Views

Where would I enter after tax dollars contributed to an employer provided 401k? I'd like to max out my contribution this year.

by on Latest post on by

3 Replies 1173 Views

3 Replies

1173 Views

My late brother's 2022 income was an inherited pension $xxxxx xxxx-r taxable amount is $10,830, + a final check gross $4099 0 taxable. Am I required to file for him?

by on Latest post on by

1 Reply 101 Views

1 Reply

101 Views

Can I file free with turbo tax if I have a 401 k distribution to file

by on Latest post on by

1 Reply 197 Views

1 Reply

197 Views

How to report a state tax refund because employer withheld taxes for the wrong state? We have a Form 1099-G refund, but also had to pay the right state. How report that?

by on Latest post on by

3 Replies 312 Views

3 Replies

312 Views

How do I fix the following error when filing my 2022 tax returns... Pensions, Annuities and IRAs Wks - TP: Part D, Line 2 must be entered.

by on Latest post on by

1 Reply 298 Views

1 Reply

298 Views

Roth contribution limits for 2022

by on Latest post on by

1 Reply 158 Views

1 Reply

158 Views

Why do I have a code c in box 12 when my life insurance is 30,000?

by on Latest post on by

1 Reply 92 Views

1 Reply

92 Views

How can I take advantage of the tax bill in Virginia that passed last year and allows veterans 55 and over to deduct up to $20,000 from my state taxes this year?

by on Latest post on by

1 Reply 166 Views

1 Reply

166 Views

My wife has been retired for the full tax year. How do i recognize this change?

by on Latest post on by

2 Replies 227 Views

2 Replies

227 Views

I have three 1099 forms. You only allow me to put in one. Won't that mess up my taxes?

by on Latest post on by

1 Reply 150 Views

1 Reply

150 Views

Mom (95) is in assisted living. A relative is paying her expenses. She receives less than $25,000 in SSA benefits. Do I need to file a Federal or State return for her?

by on Latest post on by

3 Replies 255 Views

3 Replies

255 Views

I did not take required minimum distributions on an non-spousal inherited IRA since 2017. Can TurboTax Live help me with this?

by on Latest post on by

2 Replies 210 Views

2 Replies

210 Views

'How do I exclude my military pension from my Iowa return It is not taxed in Iowa but TurboTax is showing it as taxable income.'

by on Latest post on by

1 Reply 136 Views

1 Reply

136 Views

I issued 1099-nec's with my ssn and name (instead of using an ein) to several independent contractors. Will I need these when doing my taxes in turbotax?

by on Latest post on by

3 Replies 240 Views

3 Replies

240 Views

Can i get a refund if my only source of income is social security

by on Latest post on by

2 Replies 1371 Views

2 Replies

1371 Views

I have a 11 year old who lives with me. I have retirement and SSA. Turbo Tax is telling me that I do not qualify for the child tax credit?

by on Latest post on by

1 Reply 117 Views

1 Reply

117 Views

Which version to report rmd?

by on Latest post on by

1 Reply 235 Views

1 Reply

235 Views

Why did I receive a 1099 for items that were purchased from my online e-commerce store?

by on Latest post on by

3 Replies 1922 Views

3 Replies

1922 Views

I'm on the part where it's asking for the AGI on last years tax return-is it too late to back out & not file with TurboTax or is too late ?

by on Latest post on by

2 Replies 317 Views

2 Replies

317 Views

Does Turbo Tax provide the $10,000 credit on military retirement pay for Virginia state taxes? New law became effective in 2022 in Virginia exempting the first $10K.

by on Latest post on by

1 Reply 195 Views

1 Reply

195 Views

If I made less than the federal taxable minimum, and my wife made well over the minimum. should we file jointly? do I need to claim that when I didn't receive a 1099?

by on Latest post on by

3 Replies 249 Views

3 Replies

249 Views

Hi Guys! I need to edit 1099 from 2018!

by on Latest post on by

1 Reply 80 Views

1 Reply

80 Views

My 81 year old aunt hasn't filed taxes in several years. She makes $15,700 social security and $2,350 from her 401(k). Does she have to file a tax return this year?

by on Latest post on by

4 Replies 390 Views

4 Replies

390 Views

Hi I'm withdrawing my retirement of $2200.00 and want to know how much i take out for taxes and under 59

by on Latest post on by

2 Replies 168 Views

2 Replies

168 Views

Which version of TurboTax do I need? Premeir? I have no W-2 income in 2022. I sold stock. I began taking IRA distributions. Also, rollover into IRA

by on Latest post on by

2 Replies 388 Views

2 Replies

388 Views

Virginia recently updated its taxes for retired military over 55 to phase in an up to $40,000 a year tax exemption. Is this reflected in the 2022 Turbo Tax products?

by on Latest post on by

1 Reply 256 Views

1 Reply

256 Views

When is the tax year over? Last year I got a tax credit for putting money into a retirement account. Is it too late to do this for this year's tax filing?

by on Latest post on by

1 Reply 180 Views

1 Reply

180 Views

I m a one person Sub S corp. I have retired andwill have no corporate income this year. Do I need to complete a form to let IRS know this?

by on Latest post on by

1 Reply 181 Views

1 Reply

181 Views

1099-R It is asking where is this distribution from- NYS & Local Police & Fire Retirement System. Select the source of this distribution. Not sure which one to choose?

by on Latest post on by

1 Reply 108 Views

1 Reply

108 Views

I am nonresident allien who worked in the US (California) 5 years ago. Currently I am in Europe. I want to withdraw money from my 401(k). Do I file only federal return?

by on Latest post on by

4 Replies 205 Views

4 Replies

205 Views

Do I need to claim the SSA 1099 I received? It is for my son under 18 the benefits after his mother (my wife) passed away.

by on Latest post on by

1 Reply 89 Views

1 Reply

89 Views

Will my husband and I have to file taxes since we ae both retired and he has a small work benefit from his previous employer

by on Latest post on by

1 Reply 119 Views

1 Reply

119 Views

I repaid $27k Soc Sec benefits in 2022. $4k received in 2022 and $23k received in 2021. 2022 SSA-1099 only showed the $4k rcvd in 2022. How do I report $23,000 repay?

by on Latest post on by

3 Replies 363 Views

3 Replies

363 Views

Husband died nov. 2021. need to know if he efiled for 2020 thru turbo tax & was it accepted by irs, as no refund yet?

by on Latest post on by

1 Reply 64 Views

1 Reply

64 Views

I switched from Desktop to QBO mid year least year. I have same 1099's vendors in both systems. Do I create two 1099's for each vendor?

by on Latest post on by

1 Reply 121 Views

1 Reply

121 Views

I have the app Fetch Rewards. I shared my referral code on TikTok, giving me about $10,000 in points. Is this taxable? It was a one time thing. I am dependent & jobless.

by on Latest post on by

4 Replies 4322 Views

4 Replies

4322 Views

Do folks know tax refunds are going to green dot to another account? when you call they do not recognize your social security number.

by on Latest post on by

1 Reply 252 Views

1 Reply

252 Views

I am going to take an early distribution from my Roth IRA (precious metals). What are the tax implications?

by on Latest post on by

2 Replies 176 Views

2 Replies

176 Views

Medicare Premiums -We received an income related adjustment and received a refund for premiums paid. Form SSA-1099 had the total amount in Part B. How do I enter refund?

by on Latest post on by

5 Replies 1281 Views

5 Replies

1281 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Online