Retirement Tax Tips and Answers | TurboTax® Support

Excess 401k Deferral for 2019 Tax Year

by on Latest post on by

4 Replies 145 Views

4 Replies

145 Views

As a retired Louisiana state employee, I am exempt...

by on Latest post on by

4 Replies 737 Views

4 Replies

737 Views

Confused about roth contributions

by on Latest post on by

2 Replies 92 Views

2 Replies

92 Views

taxes on Traditional 401k conversion to Roth 401k ...

by on Latest post on by

1 Reply 58 Views

1 Reply

58 Views

What is the Federal ID number for the Thrift Savin...

by on Latest post on by

4 Replies 4983 Views

4 Replies

4983 Views

Please help me understand these questions.

by on Latest post on by

1 Reply 35 Views

1 Reply

35 Views

How to report a distribution from a foreign profit...

by on Latest post on by

3 Replies 96 Views

3 Replies

96 Views

Where to declare distributions from a foreign "pro...

by on Latest post on by

6 Replies 176 Views

6 Replies

176 Views

My spouse does not have a social security number.

by on Latest post on by

22 Replies 4389 Views

22 Replies

4389 Views

Can you contribute to a 401K, an IRA and a Roth IR...

by on Latest post on by

5 Replies 42968 Views

5 Replies

42968 Views

Can I go back and add a 1099R after I passed that ...

by on Latest post on by

3 Replies 421 Views

3 Replies

421 Views

How does the administrator of a IRA report the por...

by on Latest post on by

2 Replies 108 Views

2 Replies

108 Views

401k withdrawal Cares Act

by on Latest post on by

7 Replies 1576 Views

7 Replies

1576 Views

CSA 1099R Unknown - SURVIVOR BENEFITS

by on

0 Replies 79 Views

0 Replies

79 Views

Filed but IRS is asking for more information

by on Latest post on by

1 Reply 95 Views

1 Reply

95 Views

Rollover of after tax money from 401k to ira and R...

by on Latest post on by

1 Reply 246 Views

1 Reply

246 Views

Txes

by on Latest post on by

1 Reply 89 Views

1 Reply

89 Views

Contributing to my IRA after I've filed my taxes

by on Latest post on by

1 Reply 102 Views

1 Reply

102 Views

How is the subtraction of WI retirement benefits o...

by on Latest post on by

3 Replies 763 Views

3 Replies

763 Views

You issued me a 1099 distribution from a retiremen...

by on Latest post on by

1 Reply 111 Views

1 Reply

111 Views

Is this allowed: Roth -> Traditional -> Roth? And ...

by on Latest post on by

2 Replies 256 Views

2 Replies

256 Views

Complicated IRA Re-characterization and Conversion...

by on Latest post on by

1 Reply 131 Views

1 Reply

131 Views

1099R M1 Code...

by on Latest post on by

5 Replies 1984 Views

5 Replies

1984 Views

How do I add my retirement plan taxs

by on

0 Replies 70 Views

0 Replies

70 Views

Retirement savings contribution credit showing bla...

by on Latest post on by

3 Replies 462 Views

3 Replies

462 Views

As a USPHS officer on active duty I am not a memb...

by on Latest post on by

3 Replies 867 Views

3 Replies

867 Views

Is SURS (State University Retirement Systems) trad...

by on Latest post on by

5 Replies 1184 Views

5 Replies

1184 Views

I file married fling joint with my husband, he onl...

by on Latest post on by

4 Replies 583 Views

4 Replies

583 Views

I live in Virginia. I think I can claim up to $12...

by on Latest post on by

1 Reply 2214 Views

1 Reply

2214 Views

1099R from death benefit. Box 2b:Total distributio...

by on Latest post on by

1 Reply 533 Views

1 Reply

533 Views

1099R -DO I HAVE TO PAY TAXS ON MY traditional IRA...

by on Latest post on by

2 Replies 457 Views

2 Replies

457 Views

Good morning. Do I check the box for retirement pl...

by on Latest post on by

2 Replies 319 Views

2 Replies

319 Views

I have 20+ 1099Rs.How do I get past the 20 limit b...

by on Latest post on by

1 Reply 254 Views

1 Reply

254 Views

I have 5 returns to do in my household what turbo...

by on Latest post on by

1 Reply 289 Views

1 Reply

289 Views

I've always owed about $400 in VA state taxes on r...

by on Latest post on by

1 Reply 237 Views

1 Reply

237 Views

If I receive monthly military retirement (ex husba...

by on Latest post on by

2 Replies 398 Views

2 Replies

398 Views

Should I report money borrowed from ira in dec '16...

by on Latest post on by

1 Reply 354 Views

1 Reply

354 Views

I moved my 401K(s) to an IRA last year and filed b...

by on Latest post on by

1 Reply 384 Views

1 Reply

384 Views

$60,000 in one check with only my dad's name, but ...

by on Latest post on by

7 Replies 868 Views

7 Replies

868 Views

I received fellowship support for my first semeste...

by on Latest post on by

4 Replies 523 Views

4 Replies

523 Views

RRB1099r. What did you do w/money from Railroad re...

by on Latest post on by

1 Reply 426 Views

1 Reply

426 Views

My 10 year old grandson lives with me and receives...

by on Latest post on by

1 Reply 250 Views

1 Reply

250 Views

Firefighter/ safety officer deductions?

by on Latest post on by

2 Replies 712 Views

2 Replies

712 Views

I am doing my taxes and i need to report my income...

by on Latest post on by

1 Reply 214 Views

1 Reply

214 Views

The program is telling me to take 25% off the ct t...

by on Latest post on by

1 Reply 341 Views

1 Reply

341 Views

Our taxable joint income slightly exceed 77.4k and...

by on Latest post on by

2 Replies 398 Views

2 Replies

398 Views

I was on fellowship for part of the year but I don...

by on Latest post on by

1 Reply 237 Views

1 Reply

237 Views

Mom died in Feb 2019 & I'm doing her 2018 taxe...

by on Latest post on by

5 Replies 501 Views

5 Replies

501 Views

Why did my federal refund decrease by almost $3,00...

by on Latest post on by

2 Replies 457 Views

2 Replies

457 Views

I am 66 years old. if i retire in december 2018 an...

by on Latest post on by

2 Replies 426 Views

2 Replies

426 Views

My wife and i took a distribution from our retirem...

by on Latest post on by

1 Reply 329 Views

1 Reply

329 Views

My son received a UTMA check of $8,000 from his gr...

by on Latest post on by

1 Reply 378 Views

1 Reply

378 Views

Should my ssa-1099 income my listed on my 1040a? a...

by on Latest post on by

1 Reply 268 Views

1 Reply

268 Views

Florida Retirement System for a teacher -- How do ...

by on Latest post on by

1 Reply 492 Views

1 Reply

492 Views

Why would I get a 1099r on my life insurance polic...

by on Latest post on by

1 Reply 289 Views

1 Reply

289 Views

If I withdrew my 401k in NV where i lived and earn...

by on Latest post on by

1 Reply 485 Views

1 Reply

485 Views

If I am already taking money from my retirement ac...

by on Latest post on by

2 Replies 443 Views

2 Replies

443 Views

I converted my traditional IRA to a Roth IRA at my...

by on Latest post on by

7 Replies 896 Views

7 Replies

896 Views

How much will I pay in tax this year? I claim 0 wi...

by on Latest post on by

1 Reply 337 Views

1 Reply

337 Views

I retired in 2002 and have been receiving retireme...

by on Latest post on by

2 Replies 375 Views

2 Replies

375 Views

Does my payee send in a 1099R for my ira distribut...

by on Latest post on by

3 Replies 405 Views

3 Replies

405 Views

Can I make a contribution to my 401k until 4/15 fo...

by on Latest post on by

1 Reply 306 Views

1 Reply

306 Views

I do not qualify for any educational credits becau...

by on Latest post on by

1 Reply 388 Views

1 Reply

388 Views

Should I attach the 1099-G (this is refunds receiv...

by on Latest post on by

1 Reply 519 Views

1 Reply

519 Views

For some reason my 1099 G went through twice and c...

by on Latest post on by

1 Reply 224 Views

1 Reply

224 Views

Line 5b should contain the taxable amount of your ...

by on Latest post on by

1 Reply 260 Views

1 Reply

260 Views

1099R from my pension has Gross distribution in bo...

by on Latest post on by

3 Replies 840 Views

3 Replies

840 Views

Where do I add the 1099-R for my pension?

by on Latest post on by

1 Reply 348 Views

1 Reply

348 Views

Is a 401k plan considered a "Traditional IRA" for ...

by on Latest post on by

6 Replies 1081 Views

6 Replies

1081 Views

NYSTXWG is on my W-2, what should this be categori...

by on Latest post on by

3 Replies 606 Views

3 Replies

606 Views

I have a TSP, can I invest in IRA too ?

by on Latest post on by

1 Reply 538 Views

1 Reply

538 Views

What is difference between federal government ret...

by on Latest post on by

1 Reply 321 Views

1 Reply

321 Views

If I withdraw any money from my Brokerage account ...

by on Latest post on by

1 Reply 2562 Views

1 Reply

2562 Views

I receive a 1099-R from Teacher Retirement System ...

by on Latest post on by

1 Reply 298 Views

1 Reply

298 Views

My IRA dist. form 1099-R shows I was taxed 10% but...

by on Latest post on by

2 Replies 739 Views

2 Replies

739 Views

I received a 1099 in error, it has my name but not...

by on Latest post on by

1 Reply 444 Views

1 Reply

444 Views

Where do i enter spouses social security income

by on Latest post on by

1 Reply 326 Views

1 Reply

326 Views

I received found money from my deceased mother. Do...

by on Latest post on by

1 Reply 283 Views

1 Reply

283 Views

Is a normal distribution code 4 on form 1099r for...

by on Latest post on by

1 Reply 683 Views

1 Reply

683 Views

Is there a cutoff date for a company to mail a 109...

by on Latest post on by

1 Reply 559 Views

1 Reply

559 Views

I got a check, my 403-b was terminated. I've not r...

by on Latest post on by

1 Reply 302 Views

1 Reply

302 Views

How does one determine the RMD of a non-spousal in...

by on Latest post on by

3 Replies 1141 Views

3 Replies

1141 Views

I have already filed and just received a 1099R wha...

by on Latest post on by

1 Reply 397 Views

1 Reply

397 Views

I need help regarding the RMD portion. I have a pe...

by on Latest post on by

1 Reply 272 Views

1 Reply

272 Views

I should have taken an earned income credit, is it...

by on Latest post on by

2 Replies 281 Views

2 Replies

281 Views

What percentage tax should i withhold closing an ...

by on Latest post on by

1 Reply 302 Views

1 Reply

302 Views

Why sign in to the Community?

Topics with Label: TurboTax PLUS Online