Retirement Tax Tips and Answers | TurboTax® Support

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

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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

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

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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?

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

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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.

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

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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?

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

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

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

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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?

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

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

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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.

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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?

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

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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?

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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

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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?

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

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

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

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

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

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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?

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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

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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?

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

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

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

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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

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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?

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

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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.

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Why will it not let me do my 1099?

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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?

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

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

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

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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?

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

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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?

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

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

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

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

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

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

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

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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)

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How do I find out if i pay into social security

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

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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

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

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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?

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

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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.

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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

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

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

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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.

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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?

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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.

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

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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?

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

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

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

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

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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?

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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.

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

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

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

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

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

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

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

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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.

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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?

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

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

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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?

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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.

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

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

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

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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?

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

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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?

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

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

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

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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?

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

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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.

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

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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.

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

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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

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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.

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

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

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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

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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.

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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?

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

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

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

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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?

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

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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?

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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.

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Roth contribution limits for 2022

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

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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?

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

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

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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?

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

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'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.'

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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?

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

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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?

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Which version to report rmd?

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

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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 ?

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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.

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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?

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Hi Guys! I need to edit 1099 from 2018!

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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?

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

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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

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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?

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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?

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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?

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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?

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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?

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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.

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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

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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?

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

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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?

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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.

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4 Replies

4105 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.

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1 Reply

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

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2 Replies

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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?

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5 Replies

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My job is having problems with payroll software. I got a raise and it was took away. I didn't get a check on 12/29/23 will this effect my taxes for this year??

Do you have a TurboTax Online account?

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