Retirement Tax Tips and Answers | TurboTax® Support

We had too much Medicare tax withheld and TT calcu...

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How do I report a Canadian NR4 with income codes 2...

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On form 1099-DIV why do I pay taxes on the sum of ...

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How do you enter tuition remission (over $5,250) t...

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Inherited IRA from parent. Know how to calculate f...

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Federal taxes on California paid family leave 1099...

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MAGI for Roth contribution

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Do I need to provide proof of higher education exp...

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Unexpected outcome when trying to amend my 2016 ta...

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2 Replies 246 Views

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Feedback for Turbotax improvement - show the Medic...

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8 Replies 1247 Views

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Non-employee Compensation on 1099-MISC not busines...

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401k rollover to Simple IRA.

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How are Social Security and Medicare tax withheld ...

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6 Replies 1426 Views

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I filed my PA state tax returns through Turbotax a...

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3 Replies 516 Views

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My gain in 2018 IRA was $27,000 but I didn’t work ...

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4 Replies 1015 Views

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How can I calculate Mass traditional IRA non deduc...

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What tax forms should I fill for a return on exces...

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I contributed and then performed a backdoor Roth i...

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I retired from New Jersey to North Carolina August...

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Is there a spreadsheet summation error for Line 51...

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How do I avoid paying additional tax for convertin...

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5 Replies 898 Views

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898 Views

How to handle a Roth recharacterization that trans...

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4 Replies 748 Views

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748 Views

1099 dividends and distributions. I copied return...

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3 Replies 477 Views

3 Replies

477 Views

CP2000 in regard to missing 1099-R report for Roth...

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I have a K-1 with ownership percentages, but all e...

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I'm retired with no W-2's. I pay estimated State t...

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305 Views

I have a 1099 made out to me, but I reported it on...

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2 Replies 305 Views

2 Replies

305 Views

Accidentally I deposited extra amount onto my wife...

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1 Reply 1009 Views

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1009 Views

Is there a reason that every time I return to my T...

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2 Replies 322 Views

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322 Views

Backdoor Roth. Do I report a 2016-R for non-deduct...

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2 Replies 351 Views

2 Replies

351 Views

Why did my husband’s ex-employer not deduct social...

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Calculation of traditional IRA basis after convert...

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1099-R I've entered the 1099-R's but they are not ...

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4 Replies 505 Views

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505 Views

Do I need to include the amount in box 12 code p f...

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4 Replies 1793 Views

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1793 Views

Is the public employees retirement pension receive...

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1 Reply 332 Views

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How to input IRA contributions and backdoor roth t...

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7 Replies 738 Views

7 Replies

738 Views

I received a k-1form1065 from a 401k investment. D...

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243 Views

TurboTax EasyStep asked for Trad. IRA combined val...

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4 Replies 532 Views

4 Replies

532 Views

Under the qualifying relative gross income test, c...

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352 Views

1099 S from the sale of the an inherited house in ...

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Do I report a RMD for a traditional pension and th...

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3 Replies 717 Views

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717 Views

1099-R with code 3 in box 7 for a disability pensi...

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I need to file 1099R forms for both myself and my ...

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Form 1099-R retirement

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Can I withdraw an IRA contribution I make on my 20...

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I'm ready to file, but line 10, taxable income, is...

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3 Replies 333 Views

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Why do I owe a penalty for Excess contribution to ...

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2 Replies 491 Views

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Mutual fund legal settlement distribution shows up...

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Are "W-2 other compensation" eligible IRA contribu...

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I received a 1099R from my insurance company. Do ...

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1090 Views

How do I correct a failure to file a 2014 1099-R r...

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3 Replies 503 Views

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Can I choose whether to withdraw an excess 401(k) ...

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My husband retired in July 2016, his shares were s...

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If you are enrolled in a company 401K but do not c...

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1 Reply 390 Views

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In a year in which an RMD is taken, can a proporti...

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9 Replies 927 Views

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Can a married couple with both partners working (o...

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Are the yearly 401-a distibutions my retired (scho...

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309 Views

My IRA to Roth IRA conversion had non-taxable amou...

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If I receive gift from of, say, $100,000 from a tr...

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3 Replies 685 Views

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685 Views

Reduce 2018 AGI by returning all SSA benifits?

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3 Replies 582 Views

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How do I enter my roth conversion when i did not r...

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1 Reply 251 Views

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T-IRA to Roth conversion prompting me to explain e...

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6 Replies 839 Views

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Is there anything I need to do for my SEP-IRA acco...

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320 Views

Form 1099-R shows my early withdrawal and my regul...

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299 Views

Since my 1099-B has more than 3000 transactions fr...

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14 Replies 2505 Views

14 Replies

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I am rolling over a 401K disbursement delivered to...

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5 Replies 889 Views

5 Replies

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If the basis of a non-deductible IRA is sufficient...

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What can I do to bring forward the taxable amount ...

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I have 8606 with non deductible IRA balance form p...

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3 Replies 539 Views

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539 Views

My w-2 box 20 says "VDI P,P #" and box 19 doesn't ...

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1329 Views

When I enter my IRA bases (contributions from the ...

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320 Views

If I have a pension from State of Florida, and am ...

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1 Reply 225 Views

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225 Views

I made excess contributions to my 401K (job change...

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1 Reply 377 Views

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377 Views

Do i enter 5500 or 0 for trad ira cost basis? i di...

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3 Replies 339 Views

3 Replies

339 Views

Where/how do I enter data from a form 1099-Q?

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1 Reply 273 Views

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273 Views

My Pension 1099-R from NJ does not include boxes p...

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2 Replies 519 Views

2 Replies

519 Views

I am disabled since 6/07, had a 401K, made the med...

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1 Reply 335 Views

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335 Views

If my IRA was invested in stocks bonds and mutual ...

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1 Reply 296 Views

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296 Views

RMD entry on turbotax

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1 Reply 328 Views

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328 Views

My employer checked box 13, Ret. Plan, even though...

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8 Replies 1061 Views

8 Replies

1061 Views

Do I have to claim my wife’s $3900 on our taxes?

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1 Reply 312 Views

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312 Views

Do I need to report on 2017 return or amend 2016 r...

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8 Replies 2167 Views

8 Replies

2167 Views

My 1099-R box 15 includes premiums withheld for He...

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1 Reply 513 Views

1 Reply

513 Views

How do you find a 1099R plan cost at annuity start...

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1 Reply 535 Views

1 Reply

535 Views

How do i add a traditional IRA ($5500) i opened ye...

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1 Reply 282 Views

1 Reply

282 Views

In 2015 I made an after-tax contribution to Trad I...

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9 Replies 768 Views

9 Replies

768 Views

I received a 1042-S with income code 15, exemption...

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17 Replies 6737 Views

17 Replies

6737 Views

Everything I read about MLP’s, they shouldn’t be b...

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1 Reply 418 Views

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418 Views

W-2G Summary Elective deferrals - SP $37K is more ...

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3 Replies 608 Views

3 Replies

608 Views

TurboTax wants a W2 state and zip code but I have ...

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1 Reply 266 Views

1 Reply

266 Views

I used funds from a Roth IRA to build a home. It w...

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1 Reply 308 Views

1 Reply

308 Views

Why is the taxable amount in my 1099r 2a not refle...

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3 Replies 425 Views

3 Replies

425 Views

I AM THE BENEFICIARY OF A FAMILY TRUST INH IRA. I...

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7 Replies 778 Views

7 Replies

778 Views

Can I enter more than 20 1099-Rs? I have 24 1099-R...

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4 Replies 644 Views

4 Replies

644 Views

Conversion from traditional IRA to Roth IRA where ...

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4 Replies 611 Views

4 Replies

611 Views

How to correct 401k excess contribution made in 20...

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3 Replies 1267 Views

3 Replies

1267 Views

I made Traditional IRA & Roth IRA contribution...

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6 Replies 978 Views

6 Replies

978 Views

Is form 8959 going to be corrected? TT is calculat...

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11 Replies 2457 Views

11 Replies

2457 Views

Should I file an illinois return for a 1099r that ...

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1 Reply 265 Views

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265 Views

Just received a check from Fidelity on the 401k ov...

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1 Reply 565 Views

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565 Views

I received a W-2 from my exemployer with $0 in all...

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1 Reply 267 Views

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267 Views

Minimum retirement age for a disability retirement...

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1 Reply 632 Views

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632 Views

Does rollover from 403b to IRA-Roth need to go thr...

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1 Reply 437 Views

1 Reply

437 Views

I have $1300 in pension and $600 in interest and d...

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2 Replies 303 Views

2 Replies

303 Views

Can I contribute to my traditional IRA for 2018, a...

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1 Reply 239 Views

1 Reply

239 Views

Traditional IRA rules

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1 Reply 637 Views

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637 Views

How do I document a Roth conversion/recharacteriza...

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1 Reply 337 Views

1 Reply

337 Views

How to roll over 401k to IRA? No option for conver...

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7 Replies 774 Views

7 Replies

774 Views

Do I need to report 1099-R distributions on my 201...

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1 Reply 246 Views

1 Reply

246 Views

Medicare Wavier Payments Taxable?

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1 Reply 630 Views

1 Reply

630 Views

Can I classify IRA distributions used for first ti...

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2 Replies 410 Views

2 Replies

410 Views

I have k-1 income and 401(k) contributions above t...

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11 Replies 1246 Views

11 Replies

1246 Views

1099-ltc payout-in-lieu Reimbursed

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2 Replies 530 Views

2 Replies

530 Views

How do I report a Converted IRA - Traditional open...

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10 Replies 1006 Views

10 Replies

1006 Views

Why does the 1099r section ask what I did did with...

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2 Replies 285 Views

2 Replies

285 Views

My IRA distr. is code 7, but 100% non-taxable sinc...

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2 Replies 308 Views

2 Replies

308 Views

I opened an inherited IRA account just long enough...

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8 Replies 669 Views

8 Replies

669 Views

How do I enter an IRA Rollover which was fully dis...

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1 Reply 285 Views

1 Reply

285 Views

Why does Turbo Tax use the higher gross amount rat...

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2 Replies 353 Views

2 Replies

353 Views

Wife is retired,I am still working. I'm covered by...

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3 Replies 376 Views

3 Replies

376 Views

I worked in Oregon, but live in Washington State. ...

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1 Reply 279 Views

1 Reply

279 Views

How do I indicate that a qualified HSA funding dis...

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3 Replies 559 Views

3 Replies

559 Views

If 10 years ago I contributed too much to my ira a...

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1 Reply 294 Views

1 Reply

294 Views

Past 4 years of Roth IRA excess contributions. Th...

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2 Replies 310 Views

2 Replies

310 Views

Is a distribution from an inherited IRA considered...

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11 Replies 1682 Views

11 Replies

1682 Views

I took money from an IRA in 2018 and I know I pay ...

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1 Reply 235 Views

1 Reply

235 Views

Turbotax claims excess contribution to a non-gover...

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2 Replies 533 Views

2 Replies

533 Views

I did not take the RMD's for 2011-2017. I am askin...

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5 Replies 747 Views

5 Replies

747 Views

Excess 401k contribution 2018, tried to report as ...

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1 Reply 303 Views

1 Reply

303 Views

"repayment over $3000 per IRS Publication 17, chap...

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1 Reply 407 Views

1 Reply

407 Views

Roth Excess Contribution in 2018 - Returned in 201...

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3 Replies 868 Views

3 Replies

868 Views

I withdrew money from my E Trade Roth IRA, contrib...

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3 Replies 1310 Views

3 Replies

1310 Views

If the younger spouse has the 401K, does the RMD c...

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1 Reply 318 Views

1 Reply

318 Views

I rolled over my wife's (she passed away) TSP fund...

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3 Replies 482 Views

3 Replies

482 Views

As a retired individual (66) my income is Social S...

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2 Replies 329 Views

2 Replies

329 Views

Made contributions to IRA before 4/18/17 for 2016 ...

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1 Reply 289 Views

1 Reply

289 Views

I transferred money from my "inherited" Tsp, was m...

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8 Replies 840 Views

8 Replies

840 Views

Friend took early 401K w/drawal of $10,000 in 9/16...

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8 Replies 784 Views

8 Replies

784 Views

Do I need to report interest earned in an employee...

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