Retirement Tax Tips and Answers | TurboTax® Support

For some reason, my New York State teacher retirement income is NYS taxable in Turbotax. How so I fix this

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7 Replies 5349 Views

7 Replies

5349 Views

Does income from exercised non statutory stock options reported on W2 count as earned income so I can contribute to my IRA? I'm retired & not contributing to a 401K plan.

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19 Replies 9813 Views

19 Replies

9813 Views

How can I bypass error checking on a dummy payer TIN on Form 4852/1099-R. I have entered 9 x 9s. This is to enter UK pension income. Successful in 2017, but not now.

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10 Replies 2378 Views

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2378 Views

How should I enter a 1099-R for a non-qualified (non -retirement) annuity?

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21 Replies 10146 Views

21 Replies

10146 Views

Merrill Lynch.force closed my IRA account. withholding 10% for taxes. I deposited the balance into another IRA account within 60 days. What options are available to me?

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3 Replies 5170 Views

3 Replies

5170 Views

TurboTax Penalizing my IRA to Roth IRA conversion. Why?

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19 Replies 10529 Views

19 Replies

10529 Views

How do I report in Turbo Tax that I took RMDs from one retirement account to cover all retirement accounts?

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9 Replies 8178 Views

9 Replies

8178 Views

I get a UK pension. I am now a US citizen. Can I deduct the contributions I paid into this pension from this income and can I deduct the contributions my employer paid

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34 Replies 25147 Views

34 Replies

25147 Views

Is my military retirement pension taxable if I am a 100% disable veteran?

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19 Replies 28126 Views

19 Replies

28126 Views

Can I exclude dividends from state taxable income from investments in direct US government obligations within an IRA?

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11 Replies 3390 Views

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How do I account for taxable SS disability income that I had to repay to a third party (reimburse a private insurance company that paid non-taxable benefits)?

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11 Replies 9582 Views

11 Replies

9582 Views

Lemon law settlement taxable?

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58 Replies 24259 Views

58 Replies

24259 Views

On form 1099-R box 2a is blank and 2b is checked. If I calculated the taxable amount using the simplified method, where do I enter that amount?

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23 Replies 13762 Views

23 Replies

13762 Views

Does turbotax automatically deduct ammortized bond premiums that are listed on Form 1099 from brokerage firms, lines 11 and 12?

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3 Replies 2613 Views

3 Replies

2613 Views

I want to download my 1099-R from TIAA - not TIAA Brokerage. I cannot do this with 2016 Premier - why not?

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10 Replies 6604 Views

10 Replies

6604 Views

Am working on my Maine state tax return, trying to determine my pension income deduction. What constitutes eligible pension income?

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4 Replies 3330 Views

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3330 Views

How to handle 1099-R with Distribution Code "R"?

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3 Replies 11035 Views

3 Replies

11035 Views

How do I file an IRA distribution without a 1099-R?

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13 Replies 5214 Views

13 Replies

5214 Views

Where to enter canadian NR4 form with income code 43 (box14)

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11 Replies 8625 Views

11 Replies

8625 Views

Where do I enter 1099-R for an annuity distribution ?

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15 Replies 11826 Views

15 Replies

11826 Views

If I have lost track of the basis for my Roth IRA. I have filed contributions and distributions. How do I correct or update this information in TurboTax or IRS?

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5 Replies 8647 Views

5 Replies

8647 Views

TurboTax asks info from form 5498 for the value of my traditional IRA

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13 Replies 9632 Views

13 Replies

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Do TurboTax “Rounded” 1099-B input entries need to be manually “corrected” to be consistent with 1099-B reported to IRS?

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145 Replies 19876 Views

145 Replies

19876 Views

How do I enter minister's housing allowance, as a retired minister, when I do not receive a w-2 form?

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18 Replies 19024 Views

18 Replies

19024 Views

Why is TT showing my IRA to ROTH Conversion amount on line 5 of 1099-R Worksheet instead of line 4? The whole non-deductible amount went to the my ROTH, so...?

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7 Replies 1769 Views

7 Replies

1769 Views

Why is my military pension being used on roth ira max contributions for Married Joint, with W-2 totals of $163K but TurboTax with military puts me over the $199K max?

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19 Replies 7674 Views

19 Replies

7674 Views

TurboTax tells me "VA Deductions statement code 115-Amount; ABLEnow Contributions cannot be greater than $2,000 for people under age 70." Where is that written?

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3 Replies 1490 Views

3 Replies

1490 Views

Excess 401k contribution in 2017. But plan administrators don't let me withdraw!

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29 Replies 11374 Views

29 Replies

11374 Views

Where do I enter my TSP contributions as a deduction on my NJ STATE tax return? We have no TSP withdrawals, so there is no TSP income to report.

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3 Replies 3396 Views

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3396 Views

Does ms teachers retirement qualify for retirement savings contributions credit

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4 Replies 2533 Views

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2533 Views

In the IRA section, TurboTax ask if you made and kept tract of any nondeductible contribution in prior years (This is not common).

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21 Replies 6908 Views

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How do I attach an statement of election to treat debt as not secured by a qualified residence?

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3 Replies 5583 Views

3 Replies

5583 Views

Do i need to submit a 1099R with the PA form?

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3 Replies 6553 Views

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For Georgia State tax, it is asking for IRA Distribution Previously taxed... and enter IRA Basis Adjustment for me and my wife. What are they looking for?

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11 Replies 7834 Views

11 Replies

7834 Views

Can your program distinguish social sec benefits not being taxed during 1st year when someone earns income first six months, not after they begin receiving benefits?

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10 Replies 2594 Views

10 Replies

2594 Views

How do I reduce the taxable portion from a 1099-R for housing allowance as a retired minister?

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11 Replies 5941 Views

11 Replies

5941 Views

On Form 1099-R, shouldn't the amount reported in Box 5 (Employee contributions/designated Roth contributions or insurance premiums) also be reported in Box 9b?

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5 Replies 6689 Views

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6689 Views

On my Illinois return, the pension income only includes a small annuity payment I receive each month. How do I list my SSA? It doesn't show up anywhere on the form.

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6 Replies 4045 Views

6 Replies

4045 Views

Excess 2016 and 2017 Roth IRA contributions. How to fix?

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36 Replies 7359 Views

36 Replies

7359 Views

What do I report for an LP in a Roth IRA?

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18 Replies 11144 Views

18 Replies

11144 Views

Which is the correct way to report excess 401k contributions in 2018 ?

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6 Replies 16501 Views

6 Replies

16501 Views

How can I tell if my pension plans are qualified plans?

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3 Replies 5572 Views

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5572 Views

On form 8606, lines1-5 and 13-15 are correct. Lines 6 -12 are blank. Want to know how to fix this.?

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7 Replies 3376 Views

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3376 Views

When filing a Form 5329 to request a penalty waiver, should the penalty payment be made as part of the 5329 filing or as part of the 1040 extension filing in April ?

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27 Replies 15387 Views

27 Replies

15387 Views

I am reimbursed by my former employer for my Medicare Part B premiums that are deducted from my social security payment. Do I report this and if so where?

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10 Replies 17110 Views

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17110 Views

What form for in-plan 401(k) Roth conversion "income"?

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27 Replies 15127 Views

27 Replies

15127 Views

Do I need to report 1099-LTC BENEFITS?

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18 Replies 33178 Views

18 Replies

33178 Views

TurboTax is estimating penalty for year end Roth conversion - its requiring estimated tax to be paid through out the year

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14 Replies 6526 Views

14 Replies

6526 Views

Turbo tax is forcing me to use schedule C for 1099-Misc income. It's a pension. How do I get around this? Do I have to manually edit the return? Last year's fix fails.

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10 Replies 9948 Views

10 Replies

9948 Views

What is "basis" of retirement income on PA income tax return

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17 Replies 19675 Views

17 Replies

19675 Views

Final Social Security monthly payment received by estate. Two beneficiaries. Can I prepare K-1 so the payment retains its SS identity when reported on beneficiaries 1040?

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7 Replies 4909 Views

7 Replies

4909 Views

Turbo tax is not recognizing my pension income as non-taxable in the state of Pennsylvania. It's definitely not taxable. How can I fix this?

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3 Replies 1996 Views

3 Replies

1996 Views

Should prior year IRA distributions contribute to the year-end balance?

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17 Replies 3354 Views

17 Replies

3354 Views

I am a Retired Federal Employee. Do I check Qualified government employee or pension when asked Where This Distribution is From?

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2 Replies 1969 Views

2 Replies

1969 Views

Paying tax on Required Minimum Distribution? E.g. distribution is $10,000 and I've paid tax on $12,000 w/ 8606. Can I choose to not pay tax by using part of the $12,000?

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22 Replies 7805 Views

22 Replies

7805 Views

Where do I enter a ira to roth conversion in turbotax. I know I have to pay taxes on the conversion so I want to do "what if" scenarios to see the tax consequences?

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11 Replies 8647 Views

11 Replies

8647 Views

What amount should I enter into Box 14 for 1099-R in TurboTax when their is nothing entered on my mailed copy? There are amounts listed in Boxes 1 and 2a.

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18 Replies 16407 Views

18 Replies

16407 Views

My 1099-R has Box 7 as 7 for the distribution code. I'm 63 yrs. old & collecting Social Security Disability benefits. Can I or should I change the distribution code to 3?

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4 Replies 3598 Views

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3598 Views

Is a 401K distribution taxable in PA if over 59 1/2 but not yet retired?

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2 Replies 1681 Views

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1681 Views

How do I get TT to accept my K-1 box 16 drop down list choice?

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3 Replies 1503 Views

3 Replies

1503 Views

Filing jointly where do I enter 401k catch up amounts?

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9 Replies 6006 Views

9 Replies

6006 Views

Is a nonqualified deferred compensation distribution a nonqualified 'pension' plan?

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9 Replies 5745 Views

9 Replies

5745 Views

How can I fill out w-4 for my social security income

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5 Replies 2658 Views

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2658 Views

Maryland military retirement pay income tax deduction maximum

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4 Replies 2794 Views

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2794 Views

How to fix my previous year basis for traditional IRA?

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11 Replies 9352 Views

11 Replies

9352 Views

Excess 401K contribution not yet withdrawn

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3 Replies 1727 Views

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1727 Views

What are the qualifications for a retirement tax break?

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3 Replies 2090 Views

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2090 Views

Is military annuitant pay reported on 1099-R form a qualified or non-qualified plan?

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8 Replies 8217 Views

8 Replies

8217 Views

Can you clarify if I am paying 10% early withdrawal penalty on my IRA twice - once withheld by Fidelity at source when drawing and again, as Federal taxes?

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7 Replies 2631 Views

7 Replies

2631 Views

Should I enter a Canadian NR4 with income code 39 as 1099-R or SSA-1099.

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27 Replies 12891 Views

27 Replies

12891 Views

I moved from NY to NJ half way through the year but still work in NY. What do I list as my permanent home address on my NY return? Entering a NY addr drops my refund $2k.

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3 Replies 2503 Views

3 Replies

2503 Views

Where do I enter 403(b) rollover to traditional IRA; options in "1099-R Entries" are to Roth 401k, 403b, IRA only, not Traditional IRA

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18 Replies 7440 Views

18 Replies

7440 Views

How do I submit a 1099-R for 2018 401k excess contribution? Should I select code 8 instead of code P in box 7? If so, turbotax instructions are incorrect (step 4).

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29 Replies 7011 Views

29 Replies

7011 Views

What is 1099-R Box 9a Your Percentage of Total Distribution?

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5 Replies 12501 Views

5 Replies

12501 Views

How do I report an excess contribution made to my Roth account in 2016 on my 2016 taxes? The excess and earnings were removed in Feb 2017.

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14 Replies 8275 Views

14 Replies

8275 Views

Do I need to report the Fair Market Value of my IRA on my 2016 income tax return?

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14 Replies 20739 Views

14 Replies

20739 Views

Should full roth conversion box be checked on 1099-R if I did a backdoor Roth?

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5 Replies 2480 Views

5 Replies

2480 Views

How to fix TurboTax error message on K-1 line 16B? The transactions are shown as VARIOUS. The previous answer was no help.

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16 Replies 6402 Views

16 Replies

6402 Views

Roth IRA conversion

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11 Replies 6953 Views

11 Replies

6953 Views

Required Minimum Distribution Reporting

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10 Replies 13854 Views

10 Replies

13854 Views

I don't understand the TurboTax checkbox for an IRA 1099-R distribution being 'all' or 'part' of the RMD. How do I decide which to check?

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3 Replies 1921 Views

3 Replies

1921 Views

How do I report a nominee on a 1099-R form from cashing out an insurance policy? The insurance co reported the entire taxable amount under my social

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29 Replies 15798 Views

29 Replies

15798 Views

If a defined benefit pension was taken as a lump sum and that lump sum was rolled into a IRA, are the distributions from that IRA taxable in Alabama state income tax?

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7 Replies 4963 Views

7 Replies

4963 Views

What if the dates for acquiring a stock on my 1099 are wrong but they have Box B identified? Do I put the date change on my tax form even if it differs from my 1099?

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3 Replies 4203 Views

3 Replies

4203 Views

Does Turbo calculate annuity taxable payments using the general rule? Where if so is info entered?

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2 Replies 1993 Views

2 Replies

1993 Views

Form 5329, line 2 code 12

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4 Replies 4440 Views

4 Replies

4440 Views

Public Safety Officer's widow's health insurance premiums?

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5 Replies 2890 Views

5 Replies

2890 Views

I received money from U.S Victims of State Sponsored Terrorism Fund. 25% went to attorney fees and I received the balance. Is this money taxable?

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12 Replies 14113 Views

12 Replies

14113 Views

How to enter form 1042-S, income code 27, gross income, chapter 3, 3a exemption 00, 4a exemption 15. with tax withheld, and tax credit amount (US Citizen)?

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3 Replies 3139 Views

3 Replies

3139 Views

I lost my IRA funds due to a ponzi scheme in 2015, How do I record this?

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7 Replies 5779 Views

7 Replies

5779 Views

To maximize my solo 401K contribution, I get a box saying that only part of it is deductible. Not sure if I should use the max amount or the full deductible amount?

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8 Replies 3538 Views

8 Replies

3538 Views

My 401k plan administrator issued a refund for (most of) the excess contributions I made last year. Where do I enter the federal tax withholding they took out?

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8 Replies 3508 Views

8 Replies

3508 Views

Where do I enter legal expenses relating to employment on Turbo Tax?

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5 Replies 2938 Views

5 Replies

2938 Views

How do I flag NYS employee tax exempt retirement distributions as NYS tax exempt on my 1099R?

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3 Replies 2900 Views

3 Replies

2900 Views

How do I enter SSA 1099 disability income?

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8 Replies 10167 Views

8 Replies

10167 Views

Can i deduct Charity contributions 100% deductible from state return?

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5 Replies 2029 Views

5 Replies

2029 Views

I repaid SS benefit 9/16 ;received SSA-1099 to find that Box 4 does not have my repay amt. How shud I report benefit? Will SSA update its record n new SSA-1099 be sent?

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9 Replies 7419 Views

9 Replies

7419 Views

Does the School Employees Retirement System (SERS) qualify for the Retirement Savings Contribution Credit?

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3 Replies 3139 Views

3 Replies

3139 Views

How To Report Backdoor Roth In TurboTax using a version installed on my computer?

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13 Replies 24615 Views

13 Replies

24615 Views

Questions Regarding Treatment of Spousal IRA in TurboTax

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5 Replies 3192 Views

5 Replies

3192 Views

1099R from inherited Roth BDA

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2 Replies 1941 Views

2 Replies

1941 Views

Converted $99,000 IRA to Roth 2018. Withheld $21,250 taxes. Form 8606, line16, which amount goes here? $99,000 gross or net that became Roth of $77,750?

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5 Replies 1815 Views

5 Replies

1815 Views

Can I give a large gift from my pre-tax 401K to a charitable organization tax free? Should I transfer the funds to an IRA ? Should I gift some of the funds to my wife?

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3 Replies 2125 Views

3 Replies

2125 Views

Maryland excludes up to 29000 of pension income from state taxes. How do I identify pension income that may be excluded from MD income tax?

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5 Replies 3272 Views

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3272 Views

Do I need to attach the SSA-1099 in with my federal tax return?

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2 Replies 7009 Views

2 Replies

7009 Views

I have a 1099-DIV that has an amount in line 2a. There is nothing in 2b 2c or 2 d. 2a ia identified as Total Capital Gains distributions. What is that amount?

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3 Replies 6327 Views

3 Replies

6327 Views

Does income from nonqualified annuity get taxed bu pennsylvania?

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4 Replies 7603 Views

4 Replies

7603 Views

RMD from Pension does that cover RMD from IRA?

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3 Replies 3136 Views

3 Replies

3136 Views

In Massachusetts tax forms, Is Roth IRA qualified withdrawals included in your taxable income ? Is IRA to Roth IRA conversion taxed in Massachusetts ?

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5 Replies 4385 Views

5 Replies

4385 Views

Married Filing Jointly, 401k to IRA rollover was carried over to NJ State return as separate income for each spouse (thus doubling the amount), and shows as taxable.

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7 Replies 2792 Views

7 Replies

2792 Views

Do I have still have to pay GA income tax on my retirement income once I became a Florida resident? Does the Pension source Tax Act of 1996 apply?

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3 Replies 2897 Views

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2897 Views

I have a traditional pension plan from which I receive a fixed monthly amount. How do I answer the RMD question? There is nothing designated as RMD on the Form 1099-R.

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4 Replies 3100 Views

4 Replies

3100 Views

Roth ira excess contribution removal by tax file deadline but in a different year -- how to report gains without 1099R?

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12 Replies 8410 Views

12 Replies

8410 Views

My wife is a German citzen and receives a small German pension. Must I enter her retirement income and where and how do I enter it into our joint filing.

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3 Replies 1836 Views

3 Replies

1836 Views

When recharacterizing from a Roth to Traditional IRA and then converting back to Roth (back door Roth), how do I capture this in TurboTax?

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4 Replies 3717 Views

4 Replies

3717 Views

Am I considered "covered by a retirement plan at work" when I am already retired and drawing from a pension plan?

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4 Replies 2445 Views

4 Replies

2445 Views

Excess 401k contribution.

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3 Replies 1876 Views

3 Replies

1876 Views

Is severance pay on W2 considered as retirement plan for tax purposes

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5 Replies 4508 Views

5 Replies

4508 Views

How to report recharacterization of Roth IRA with a little gain (hence excess contribution) to traditional IRA and conversion back to Roth IRA?

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11 Replies 5193 Views

11 Replies

5193 Views

How do I update 2016 IRA Information Worksheet for a 401K rollover to an IRA that occurred in 2015? It was under $4,000, and reported on form 5498.

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2 Replies 2242 Views

2 Replies

2242 Views

I received a distribution from my 401h account held by my former employer. Will i receive a 1099 from my former employer

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2 Replies 1639 Views

2 Replies

1639 Views

RMD from deceased spouse's IRA shows as non taxable, as surviving spouse elected to treat it as her own. Is this accurate?

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2 Replies 1754 Views

2 Replies

1754 Views

1099R, box 7 = code 4D. TT asks how old this person would have been. Is it asking YOB for 1099R recipient or YOB for person who died and left the annuity for recipient?

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2 Replies 1891 Views

2 Replies

1891 Views

HSA Contributions for 2019

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17 Replies 5541 Views

17 Replies

5541 Views

Why did my refund amount drop when I entered my 1099-R if it said I didn't owe more tax on the retirement income?

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3 Replies 6314 Views

3 Replies

6314 Views

Backdoor roth issue

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9 Replies 3102 Views

9 Replies

3102 Views

Retiring soon

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1 Reply 502 Views

1 Reply

502 Views

Contributing to a traditional IRA in 2020 for credit in 2019.

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7 Replies 3262 Views

7 Replies

3262 Views

Roth IRA Distribution After Age 59 1/2

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2 Replies 1643 Views

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1643 Views

TT will not allow e-file. Doesn't like zero federal and state of CA wages of zero. We are retired and have no W-2 forms. How do we proceed?

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3 Replies 1966 Views

3 Replies

1966 Views

Transfer from Keogh plan to Roth

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4 Replies 3035 Views

4 Replies

3035 Views

My spouse has W2, my work allows me to select 1099 or W-2 in medical field. Does filing jointly help reduce 1099's SS and medicare tax? Or I still need to pay full 15.3%

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7 Replies 6915 Views

7 Replies

6915 Views

Where do i enter traditional ira to roth ira conversion

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3 Replies 3230 Views

3 Replies

3230 Views

2019 Turbotax and IRA contribution

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2 Replies 1257 Views

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1257 Views

Can the entire RMD for personal IRA and inherited IRA come from 1 of the accounts?

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12 Replies 4628 Views

12 Replies

4628 Views

Are non-residents of California with retirement income from the State through Cal-Pers with no California Income tax due required to file a California return?

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3 Replies 7327 Views

3 Replies

7327 Views

What is difference between non-deductible "Traditional IRA" and an "401K IRA Rollover", in the sense that that my 401K IRA was pre-tax and Traditional IRA was post tax?

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6 Replies 5781 Views

6 Replies

5781 Views

I inherited $30,000 from my mother's Ira. How much tax do I owe.

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2 Replies 4792 Views

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4792 Views

Why will TT not count K1 income of an active partner toward ira contribution?

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4 Replies 3692 Views

4 Replies

3692 Views

Our income is not evenly distributed throughout the year. Where do I find the section that allows me to key in our distribution?

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6 Replies 3944 Views

6 Replies

3944 Views

1099R, box 7 = code 4D. TT asks how old this person would have been. Is it asking YOB for 1099R recipient or YOB for person who died and left the annuity for recipient?

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1 Reply 840 Views

1 Reply

840 Views

Is my inherited IRA exempt of the 10% penalty?

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4 Replies 2921 Views

4 Replies

2921 Views

Over contributed to our child's Roth IRA last year and just realized it. How do we correct our mistake?

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1 Reply 1218 Views

1 Reply

1218 Views

Can I take the $6500 deduction for a traditional IRA contribution if no money was added to my SEP IRA during the year?

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5 Replies 2702 Views

5 Replies

2702 Views

How can I enter summary data for about 100 transactions on 1099-B to be followed by mailing the form 8949 since I can't enter Various for Date Sold?

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1 Reply 7579 Views

1 Reply

7579 Views

The IRS questioned the deduction the software took on my Social Security for 2017. why?

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3 Replies 1661 Views

3 Replies

1661 Views

Which Period End Dates should be used for a filer with a Living Trust using the Annualized Income Installment Method (Filer with the Living Trust is still alive)?

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Avoiding tax in RMD withdrawal

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Is an additional pension benefit subject to self employment taxes?

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I would like to add a note to the IRS about an item in my return, can I do this with TurboTax?

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Do you have a TurboTax Online account?

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