Retirement Tax Tips and Answers | TurboTax® Support

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

by on Latest post on by

15 Replies 6071 Views

15 Replies

6071 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?

by on Latest post on by

5 Replies 4073 Views

5 Replies

4073 Views

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

by on Latest post on by

13 Replies 4957 Views

13 Replies

4957 Views

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

by on Latest post on by

145 Replies 14613 Views

145 Replies

14613 Views

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

by on Latest post on by

18 Replies 12778 Views

18 Replies

12778 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...?

by on Latest post on by

7 Replies 392 Views

7 Replies

392 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?

by on Latest post on by

19 Replies 2999 Views

19 Replies

2999 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?

by on Latest post on by

3 Replies 283 Views

3 Replies

283 Views

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

by on Latest post on by

16 Replies 4896 Views

16 Replies

4896 Views

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

by on Latest post on by

29 Replies 7275 Views

29 Replies

7275 Views

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

by on Latest post on by

10 Replies 3851 Views

10 Replies

3851 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.

by on Latest post on by

3 Replies 1602 Views

3 Replies

1602 Views

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

by on Latest post on by

7 Replies 1102 Views

7 Replies

1102 Views

Does ms teachers retirement qualify for retirement savings contributions credit

by on Latest post on by

4 Replies 1065 Views

4 Replies

1065 Views

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

by on Latest post on by

21 Replies 2579 Views

21 Replies

2579 Views

Lemon law settlement taxable?

by on Latest post on by

37 Replies 17530 Views

37 Replies

17530 Views

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)?

by on Latest post on by

9 Replies 3324 Views

9 Replies

3324 Views

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

by on Latest post on by

3 Replies 2816 Views

3 Replies

2816 Views

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

by on Latest post on by

3 Replies 3736 Views

3 Replies

3736 Views

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?

by on Latest post on by

11 Replies 4246 Views

11 Replies

4246 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?

by on Latest post on by

10 Replies 773 Views

10 Replies

773 Views

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

by on Latest post on by

11 Replies 3117 Views

11 Replies

3117 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?

by on Latest post on by

5 Replies 3251 Views

5 Replies

3251 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.

by on Latest post on by

6 Replies 2175 Views

6 Replies

2175 Views

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

by on Latest post on by

18 Replies 18155 Views

18 Replies

18155 Views

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

by on Latest post on by

36 Replies 4294 Views

36 Replies

4294 Views

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

by on Latest post on by

18 Replies 5536 Views

18 Replies

5536 Views

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

by on Latest post on by

6 Replies 13314 Views

6 Replies

13314 Views

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

by on Latest post on by

8 Replies 3224 Views

8 Replies

3224 Views

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

by on Latest post on by

3 Replies 2756 Views

3 Replies

2756 Views

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

by on Latest post on by

7 Replies 1468 Views

7 Replies

1468 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 ?

by on Latest post on by

27 Replies 10082 Views

27 Replies

10082 Views

TurboTax Penalizing my IRA to Roth IRA conversion. Why?

by on Latest post on by

13 Replies 5481 Views

13 Replies

5481 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?

by on Latest post on by

10 Replies 9453 Views

10 Replies

9453 Views

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

by on Latest post on by

27 Replies 8773 Views

27 Replies

8773 Views

Do I need to report 1099-LTC BENEFITS?

by on Latest post on by

18 Replies 15263 Views

18 Replies

15263 Views

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

by on Latest post on by

14 Replies 2436 Views

14 Replies

2436 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.

by on Latest post on by

10 Replies 5857 Views

10 Replies

5857 Views

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

by on Latest post on by

17 Replies 12758 Views

17 Replies

12758 Views

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

by on Latest post on by

3 Replies 1341 Views

3 Replies

1341 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?

by on Latest post on by

7 Replies 2686 Views

7 Replies

2686 Views

On TurboTax (Sch B- Form 1040), how do I reduce the 1099-INT reported interest by the $ that relates to the period after taxpayer's death ($ reported on Form 1041)?

by on Latest post on by

12 Replies 1712 Views

12 Replies

1712 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?

by on Latest post on by

3 Replies 832 Views

3 Replies

832 Views

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

by on Latest post on by

17 Replies 847 Views

17 Replies

847 Views

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

by on Latest post on by

2 Replies 1153 Views

2 Replies

1153 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?

by on Latest post on by

22 Replies 4552 Views

22 Replies

4552 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?

by on Latest post on by

11 Replies 4460 Views

11 Replies

4460 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.

by on Latest post on by

18 Replies 12492 Views

18 Replies

12492 Views

Is the taxable amount of a life insurance surrender entered as a dividend or pension/IRA payout? What section of Turbotax do you use?

by on Latest post on by

3 Replies 1275 Views

3 Replies

1275 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?

by on Latest post on by

4 Replies 2004 Views

4 Replies

2004 Views

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

by on Latest post on by

2 Replies 685 Views

2 Replies

685 Views

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

by on Latest post on by

3 Replies 701 Views

3 Replies

701 Views

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

by on Latest post on by

9 Replies 2702 Views

9 Replies

2702 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.

by on Latest post on by

18 Replies 5535 Views

18 Replies

5535 Views

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

by on Latest post on by

7 Replies 4386 Views

7 Replies

4386 Views

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

by on Latest post on by

9 Replies 3168 Views

9 Replies

3168 Views

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

by on Latest post on by

5 Replies 1399 Views

5 Replies

1399 Views

Maryland military retirement pay income tax deduction maximum

by on Latest post on by

4 Replies 1739 Views

4 Replies

1739 Views

How to fix my previous year basis for traditional IRA?

by on Latest post on by

11 Replies 5706 Views

11 Replies

5706 Views

Excess 401K contribution not yet withdrawn

by on Latest post on by

3 Replies 954 Views

3 Replies

954 Views

What are the qualifications for a retirement tax break?

by on Latest post on by

3 Replies 1144 Views

3 Replies

1144 Views

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

by on Latest post on by

8 Replies 4780 Views

8 Replies

4780 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?

by on Latest post on by

7 Replies 1192 Views

7 Replies

1192 Views

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

by on Latest post on by

27 Replies 7385 Views

27 Replies

7385 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.

by on Latest post on by

3 Replies 941 Views

3 Replies

941 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

by on Latest post on by

18 Replies 4097 Views

18 Replies

4097 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

by on Latest post on by

31 Replies 19982 Views

31 Replies

19982 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).

by on Latest post on by

29 Replies 4547 Views

29 Replies

4547 Views

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

by on Latest post on by

5 Replies 6611 Views

5 Replies

6611 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.

by on Latest post on by

14 Replies 5746 Views

14 Replies

5746 Views

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

by on Latest post on by

14 Replies 13656 Views

14 Replies

13656 Views

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

by on Latest post on by

5 Replies 1079 Views

5 Replies

1079 Views

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

by on Latest post on by

16 Replies 3242 Views

16 Replies

3242 Views

Roth IRA conversion

by on Latest post on by

11 Replies 4204 Views

11 Replies

4204 Views

Excess 401k contribution (excess salary deferral) in 2016 (changed job). Missed April deadline to withdraw. Filed extension - ready to file but confused by next step...

by on Latest post on by

11 Replies 3153 Views

11 Replies

3153 Views

Required Minimum Distribution Reporting

by on Latest post on by

10 Replies 10171 Views

10 Replies

10171 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?

by on Latest post on by

3 Replies 930 Views

3 Replies

930 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

by on Latest post on by

29 Replies 10169 Views

29 Replies

10169 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?

by on Latest post on by

7 Replies 2482 Views

7 Replies

2482 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?

by on Latest post on by

3 Replies 2007 Views

3 Replies

2007 Views

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

by on Latest post on by

2 Replies 901 Views

2 Replies

901 Views

Part of my IRA distribution was contributed directly to a qualifying charity. Only the total distribution is shown on my 1099R. how do I enter the QCD in Turbo Tax?

by on Latest post on by

15 Replies 1959 Views

15 Replies

1959 Views

Form 5329, line 2 code 12

by on Latest post on by

4 Replies 2653 Views

4 Replies

2653 Views

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

by on Latest post on by

5 Replies 1064 Views

5 Replies

1064 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.

by on Latest post on by

5 Replies 1036 Views

5 Replies

1036 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?

by on Latest post on by

12 Replies 9855 Views

12 Replies

9855 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)?

by on Latest post on by

3 Replies 1390 Views

3 Replies

1390 Views

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

by on Latest post on by

7 Replies 2855 Views

7 Replies

2855 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?

by on Latest post on by

8 Replies 1921 Views

8 Replies

1921 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?

by on Latest post on by

8 Replies 1764 Views

8 Replies

1764 Views

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

by on Latest post on by

5 Replies 1381 Views

5 Replies

1381 Views

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

by on Latest post on by

4 Replies 2941 Views

4 Replies

2941 Views

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

by on Latest post on by

3 Replies 1485 Views

3 Replies

1485 Views

How do I enter SSA 1099 disability income?

by on Latest post on by

8 Replies 7038 Views

8 Replies

7038 Views

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

by on Latest post on by

5 Replies 898 Views

5 Replies

898 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?

by on Latest post on by

9 Replies 3846 Views

9 Replies

3846 Views

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

by on Latest post on by

3 Replies 1735 Views

3 Replies

1735 Views

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

by on Latest post on by

13 Replies 21264 Views

13 Replies

21264 Views

I rolled over an IRA annuity to a 401K but it is showing as taxable on 1099-r. Can i select distribution code G so it is not taxed?

by on Latest post on by

3 Replies 626 Views

3 Replies

626 Views

Questions Regarding Treatment of Spousal IRA in TurboTax

by on Latest post on by

5 Replies 1736 Views

5 Replies

1736 Views

1099R from inherited Roth BDA

by on Latest post on by

2 Replies 1096 Views

2 Replies

1096 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?

by on Latest post on by

5 Replies 770 Views

5 Replies

770 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?

by on Latest post on by

3 Replies 863 Views

3 Replies

863 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?

by on Latest post on by

5 Replies 1927 Views

5 Replies

1927 Views

How do I enter recharacterization for 2018 into TurboTax?

by on Latest post on by

4 Replies 1823 Views

4 Replies

1823 Views

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

by on Latest post on by

2 Replies 5418 Views

2 Replies

5418 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?

by on Latest post on by

3 Replies 4099 Views

3 Replies

4099 Views

Does income from nonqualified annuity get taxed bu pennsylvania?

by on Latest post on by

4 Replies 3956 Views

4 Replies

3956 Views

2016 Hurricane Distribution? What's this?

by on Latest post on by

10 Replies 3367 Views

10 Replies

3367 Views

RMD from Pension does that cover RMD from IRA?

by on Latest post on by

3 Replies 1929 Views

3 Replies

1929 Views

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

by on Latest post on by

5 Replies 3124 Views

5 Replies

3124 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.

by on Latest post on by

7 Replies 1460 Views

7 Replies

1460 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?

by on Latest post on by

21 Replies 8318 Views

21 Replies

8318 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?

by on Latest post on by

3 Replies 1757 Views

3 Replies

1757 Views

I received form 2017 1099-R for the "backdoor" IRA to Roth IRA conversion I did in March 2017 for tax year 2016. Do I have to report this 1099-R in my 2017 return?

by on Latest post on by

6 Replies 2662 Views

6 Replies

2662 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.

by on Latest post on by

4 Replies 1872 Views

4 Replies

1872 Views

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

by on Latest post on by

12 Replies 6312 Views

12 Replies

6312 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.

by on Latest post on by

3 Replies 680 Views

3 Replies

680 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?

by on Latest post on by

4 Replies 2482 Views

4 Replies

2482 Views

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

by on Latest post on by

4 Replies 1338 Views

4 Replies

1338 Views

Excess 401k contribution.

by on Latest post on by

3 Replies 1089 Views

3 Replies

1089 Views

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

by on Latest post on by

5 Replies 2304 Views

5 Replies

2304 Views

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

by on Latest post on by

11 Replies 3312 Views

11 Replies

3312 Views

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

by on Latest post on by

2 Replies 1450 Views

2 Replies

1450 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.

by on Latest post on by

2 Replies 1062 Views

2 Replies

1062 Views

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

by on Latest post on by

2 Replies 748 Views

2 Replies

748 Views

Excess Distribution (over $18,500) on my 2018 401k as I switched jobs. 3/20/19 I got a Check in the mail but Fidelity said I will get a 1099-R in 2020. What do i do?

by on Latest post on by

3 Replies 986 Views

3 Replies

986 Views

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

by on Latest post on by

2 Replies 928 Views

2 Replies

928 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?

by on Latest post on by

2 Replies 1175 Views

2 Replies

1175 Views

HSA Contributions for 2019

by on Latest post on by

17 Replies 2960 Views

17 Replies

2960 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?

by on Latest post on by

3 Replies 3553 Views

3 Replies

3553 Views

Backdoor roth issue

by on Latest post on by

9 Replies 1456 Views

9 Replies

1456 Views

Retiring soon

by on Latest post on by

1 Reply 220 Views

1 Reply

220 Views

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

by on Latest post on by

7 Replies 1689 Views

7 Replies

1689 Views

Roth IRA Distribution After Age 59 1/2

by on Latest post on by

2 Replies 823 Views

2 Replies

823 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?

by on Latest post on by

3 Replies 1061 Views

3 Replies

1061 Views

Transfer from Keogh plan to Roth

by on Latest post on by

4 Replies 1362 Views

4 Replies

1362 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%

by on Latest post on by

7 Replies 3681 Views

7 Replies

3681 Views

Where do i enter traditional ira to roth ira conversion

by on Latest post on by

3 Replies 2326 Views

3 Replies

2326 Views

2019 Turbotax and IRA contribution

by on Latest post on by

2 Replies 704 Views

2 Replies

704 Views

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

by on Latest post on by

12 Replies 2354 Views

12 Replies

2354 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?

by on Latest post on by

3 Replies 4812 Views

3 Replies

4812 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?

by on Latest post on by

6 Replies 2565 Views

6 Replies

2565 Views

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

by on Latest post on by

2 Replies 3614 Views

2 Replies

3614 Views

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

by on Latest post on by

4 Replies 1656 Views

4 Replies

1656 Views

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

by on Latest post on by

6 Replies 2369 Views

6 Replies

2369 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?

by on Latest post on by

1 Reply 506 Views

1 Reply

506 Views

Is my inherited IRA exempt of the 10% penalty?

by on Latest post on by

4 Replies 1787 Views

4 Replies

1787 Views

Need I pay tax on RMD income not received yet?

by on Latest post on by

8 Replies 1550 Views

8 Replies

1550 Views

Do I amend 2017 return for 2018 1099-R of a Roth IRA excess contribution made in 2017 which was was removed in 2018? The excess contribution made earnings.

by on Latest post on by

8 Replies 4073 Views

8 Replies

4073 Views

Why sign in to the Community?

Do you have a TurboTax Online account?

Topics with Label: TurboTax Premier Windows