Retirement Tax Tips and Answers | TurboTax® Support

Able savings plan - Received a 1099-QA from distribution from plan and cannot find were to enter it on Turbo Tax

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2 Replies 1461 Views

2 Replies

1461 Views

I have filed my return and am not sure if entered a 1099R rollover. How do I check?

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1 Reply 462 Views

1 Reply

462 Views

Have IRA cost basis & did my RMD this year. Also retired & had to take a RMD from my 401K. Do I apply my IRA cost basis to my IRA RMD or my total IRA/401K distribution

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2 Replies 1916 Views

2 Replies

1916 Views

How to report same year 1099-SA excess contribution (box 2) in addition to normal distribution (box 1)?

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7 Replies 3952 Views

7 Replies

3952 Views

Do I have to pay back ACA credits for the entire year if I earned the income that made me ineligible as a lump sum on July 16th?

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1 Reply 517 Views

1 Reply

517 Views

HOW DO I ENTER A DEDUCTION FOR A CONTRIBUTION MADE TO A SELF-EMPLOYED RETIREMENT PLAN ASSOCIATED WITH 1040, SCHEDULE C PROFITS.

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1 Reply 547 Views

1 Reply

547 Views

I am enrolled in a Roth 401k through my employer with a 6% match (going into a separate traditional 401k). Can I still make a deductible traditional IRA contribution?

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1 Reply 410 Views

1 Reply

410 Views

Loss from Roth recharacterization.

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2 Replies 498 Views

2 Replies

498 Views

Are the earnings of a partial Roth recharacterization to a NON deductible IRA taxable?

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4 Replies 2181 Views

4 Replies

2181 Views

Is Social security overpayment refund taxable?

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1 Reply 793 Views

1 Reply

793 Views

What is the procedure for an overage of 401K but no 1099-R yet?

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3 Replies 947 Views

3 Replies

947 Views

I made one contribution to my 401(k) this year prior to being terminated. I am now self-employed. Can I make a deductible IRA contribution? What is the limit?

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1 Reply 410 Views

1 Reply

410 Views

I didn't pay any state/local tax last year when filing my taxes. In my 1099B there is no mention of withheld for state taxes. Do I just add box 17 of my W2 for 1099-G?

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3 Replies 858 Views

3 Replies

858 Views

I was sent a letter from the IRS regarding Retirement Income. I withdrew a total of $2000 from my roth IRA in 2016. How to I properly fill in Part III of form 8606?

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1 Reply 408 Views

1 Reply

408 Views

What if I don’t receive a 1099r form?

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1 Reply 925 Views

1 Reply

925 Views

I used monies from a retirement fund to buy a second home and paid taxes on what was withdrawn. If I sell home for no gain, will I pay capital gains tax?

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1 Reply 437 Views

1 Reply

437 Views

I did not see or answer any questions regarding my Roth IRA contributions. Should I have?

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1 Reply 559 Views

1 Reply

559 Views

Can with-holding tax from a 2018 IRA distribution be credited toward 2017 taxes?

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1 Reply 442 Views

1 Reply

442 Views

I live in Louisiana since 9-15-18, I earn no income here. I retired from the CA Teacher Retirement System 7-1-18, I get a monthly benefit, Do I file a LA tax return?

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2 Replies 510 Views

2 Replies

510 Views

I made a $6500 nondeductible contribution to my IRA, then I converted this nondeductible IRA to a Roth. Its not reporting it correctly in turbotax

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1 Reply 497 Views

1 Reply

497 Views

I received both a 1099r and b for sale of stock from an esop. When I enter both in it doubles my income and taxes the heck out of it. Is this correct?

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2 Replies 379 Views

2 Replies

379 Views

Is my pension from Texas taxable in Colorado? I moved to CO in 2018 and have always paid federal tax on it.

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1 Reply 555 Views

1 Reply

555 Views

I have a form 1099-R for 280,000. We took out from IRA. We out 180,000 back within 60 days. We got a 5498 for the 180,000. How do i enter the 5498?

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1 Reply 583 Views

1 Reply

583 Views

Ttax error check implies I don't enter info from 1099B in my return if it "is not reported to the IRS"? This doesn't sound legal tome if I have income!!

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1 Reply 508 Views

1 Reply

508 Views

1099-R gets information for me, but won't ask for my wife's information. It was correct for SSA

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1 Reply 390 Views

1 Reply

390 Views

When turbo Tax asks "if you make money in other State?", should the response be "Yes" if a tax refund was received from another state (form 1099-G)

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1 Reply 393 Views

1 Reply

393 Views

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Topics with Label: TurboTax Premier iOS

Able savings plan - Received a 1099-QA from distribution from plan and cannot find were to enter it on Turbo Tax

I have filed my return and am not sure if entered a 1099R rollover. How do I check?

Have IRA cost basis & did my RMD this year. Also retired & had to take a RMD from my 401K. Do I apply my IRA cost basis to my IRA RMD or my total IRA/401K distribution

How to report same year 1099-SA excess contribution (box 2) in addition to normal distribution (box 1)?

Do I have to pay back ACA credits for the entire year if I earned the income that made me ineligible as a lump sum on July 16th?

HOW DO I ENTER A DEDUCTION FOR A CONTRIBUTION MADE TO A SELF-EMPLOYED RETIREMENT PLAN ASSOCIATED WITH 1040, SCHEDULE C PROFITS.

I am enrolled in a Roth 401k through my employer with a 6% match (going into a separate traditional 401k). Can I still make a deductible traditional IRA contribution?

Loss from Roth recharacterization.

Are the earnings of a partial Roth recharacterization to a NON deductible IRA taxable?

Is Social security overpayment refund taxable?

What is the procedure for an overage of 401K but no 1099-R yet?

I made one contribution to my 401(k) this year prior to being terminated. I am now self-employed. Can I make a deductible IRA contribution? What is the limit?

I didn't pay any state/local tax last year when filing my taxes. In my 1099B there is no mention of withheld for state taxes. Do I just add box 17 of my W2 for 1099-G?

I was sent a letter from the IRS regarding Retirement Income. I withdrew a total of $2000 from my roth IRA in 2016. How to I properly fill in Part III of form 8606?

What if I don’t receive a 1099r form?

I used monies from a retirement fund to buy a second home and paid taxes on what was withdrawn. If I sell home for no gain, will I pay capital gains tax?

I did not see or answer any questions regarding my Roth IRA contributions. Should I have?

Can with-holding tax from a 2018 IRA distribution be credited toward 2017 taxes?

I live in Louisiana since 9-15-18, I earn no income here. I retired from the CA Teacher Retirement System 7-1-18, I get a monthly benefit, Do I file a LA tax return?

I made a $6500 nondeductible contribution to my IRA, then I converted this nondeductible IRA to a Roth. Its not reporting it correctly in turbotax

I received both a 1099r and b for sale of stock from an esop. When I enter both in it doubles my income and taxes the heck out of it. Is this correct?

Is my pension from Texas taxable in Colorado? I moved to CO in 2018 and have always paid federal tax on it.

I have a form 1099-R for 280,000. We took out from IRA. We out 180,000 back within 60 days. We got a 5498 for the 180,000. How do i enter the 5498?

Ttax error check implies I don't enter info from 1099B in my return if it "is not reported to the IRS"? This doesn't sound legal tome if I have income!!

1099-R gets information for me, but won't ask for my wife's information. It was correct for SSA

When turbo Tax asks "if you make money in other State?", should the response be "Yes" if a tax refund was received from another state (form 1099-G)

Do you have a TurboTax Online account?

Topics with Label: TurboTax Premier iOS