Retirement Tax Tips and Answers | TurboTax® Support

How do I enter on TurboTax the $16.01 reported on Form 1099-B, box 1d, for cash-in-lieu for fractional share in a stock swap?

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3 Replies 2486 Views

3 Replies

2486 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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11 Replies 11374 Views

11 Replies

11374 Views

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

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21 Replies 30871 Views

21 Replies

30871 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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4 Replies 7352 Views

4 Replies

7352 Views

What should I put down on my W-4 to maximize the deductions taken out every pay check?

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5 Replies 10630 Views

5 Replies

10630 Views

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 6648 Views

7 Replies

6648 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 12415 Views

19 Replies

12415 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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3445 Views

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

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21 Replies 12042 Views

21 Replies

12042 Views

TurboTax Penalizing my IRA to Roth IRA conversion. Why?

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19 Replies 13367 Views

19 Replies

13367 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 27272 Views

34 Replies

27272 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 4860 Views

11 Replies

4860 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)?

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11 Replies 12295 Views

11 Replies

12295 Views

Lemon law settlement taxable?

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58 Replies 26724 Views

58 Replies

26724 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 17162 Views

23 Replies

17162 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 3166 Views

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3166 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 8217 Views

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8217 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 4109 Views

4 Replies

4109 Views

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

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3 Replies 14308 Views

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14308 Views

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

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13 Replies 7438 Views

13 Replies

7438 Views

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

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11 Replies 10358 Views

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10358 Views

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

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15 Replies 14230 Views

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14230 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 11366 Views

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11366 Views

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

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13 Replies 12601 Views

13 Replies

12601 Views

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 23297 Views

145 Replies

23297 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 21721 Views

18 Replies

21721 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 2563 Views

7 Replies

2563 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 9541 Views

19 Replies

9541 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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Excess 401k contribution in 2017. But plan administrators don't let me withdraw!

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29 Replies 13075 Views

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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 4176 Views

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4176 Views

Does ms teachers retirement qualify for retirement savings contributions credit

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4 Replies 3229 Views

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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 9968 Views

21 Replies

9968 Views

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

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3 Replies 6901 Views

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

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3 Replies 7892 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 9828 Views

11 Replies

9828 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 3635 Views

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

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11 Replies 7413 Views

11 Replies

7413 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 7982 Views

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7982 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 5006 Views

6 Replies

5006 Views

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

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36 Replies 8823 Views

36 Replies

8823 Views

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

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18 Replies 13751 Views

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13751 Views

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

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6 Replies 17429 Views

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

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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 4279 Views

7 Replies

4279 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 18487 Views

27 Replies

18487 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 21610 Views

10 Replies

21610 Views

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

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27 Replies 18153 Views

27 Replies

18153 Views

Do I need to report 1099-LTC BENEFITS?

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18 Replies 41660 Views

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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 8559 Views

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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 12154 Views

10 Replies

12154 Views

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

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17 Replies 23285 Views

17 Replies

23285 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 6432 Views

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6432 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 2519 Views

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

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17 Replies 4411 Views

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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 2409 Views

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2409 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 9699 Views

22 Replies

9699 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 10374 Views

11 Replies

10374 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 18889 Views

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18889 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 4335 Views

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4335 Views

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

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2 Replies 3096 Views

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3096 Views

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

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3 Replies 1900 Views

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1900 Views

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

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9 Replies 8018 Views

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

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9 Replies 6851 Views

9 Replies

6851 Views

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

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5 Replies 3536 Views

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3536 Views

Maryland military retirement pay income tax deduction maximum

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4 Replies 3454 Views

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How to fix my previous year basis for traditional IRA?

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11 Replies 10926 Views

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10926 Views

Excess 401K contribution not yet withdrawn

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3 Replies 2209 Views

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What are the qualifications for a retirement tax break?

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

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8 Replies 9731 Views

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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 3437 Views

7 Replies

3437 Views

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

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27 Replies 15519 Views

27 Replies

15519 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 3427 Views

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3427 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 9187 Views

18 Replies

9187 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 8339 Views

29 Replies

8339 Views

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

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5 Replies 15035 Views

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15035 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 9925 Views

14 Replies

9925 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 24149 Views

14 Replies

24149 Views

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

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5 Replies 3555 Views

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3555 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 7634 Views

16 Replies

7634 Views

Roth IRA conversion

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11 Replies 8303 Views

11 Replies

8303 Views

Required Minimum Distribution Reporting

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10 Replies 15552 Views

10 Replies

15552 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 2398 Views

3 Replies

2398 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 19399 Views

29 Replies

19399 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 6920 Views

7 Replies

6920 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 5159 Views

3 Replies

5159 Views

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

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2 Replies 2495 Views

2 Replies

2495 Views

Form 5329, line 2 code 12

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4 Replies 5324 Views

4 Replies

5324 Views

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

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5 Replies 3838 Views

5 Replies

3838 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 16610 Views

12 Replies

16610 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 4014 Views

3 Replies

4014 Views

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

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7 Replies 6812 Views

7 Replies

6812 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 4316 Views

8 Replies

4316 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 4345 Views

8 Replies

4345 Views

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

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5 Replies 3907 Views

5 Replies

3907 Views

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

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3 Replies 3694 Views

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How do I enter SSA 1099 disability income?

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8 Replies 11251 Views

8 Replies

11251 Views

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

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5 Replies 2951 Views

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2951 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 8971 Views

9 Replies

8971 Views

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

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3 Replies 3900 Views

3 Replies

3900 Views

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

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13 Replies 27525 Views

13 Replies

27525 Views

Questions Regarding Treatment of Spousal IRA in TurboTax

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5 Replies 3881 Views

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1099R from inherited Roth BDA

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2 Replies 2596 Views

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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 2312 Views

5 Replies

2312 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 2960 Views

3 Replies

2960 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 3917 Views

5 Replies

3917 Views

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

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2 Replies 7886 Views

2 Replies

7886 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 6990 Views

3 Replies

6990 Views

Does income from nonqualified annuity get taxed bu pennsylvania?

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4 Replies 9464 Views

4 Replies

9464 Views

RMD from Pension does that cover RMD from IRA?

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3 Replies 3625 Views

3 Replies

3625 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 5207 Views

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5207 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 3548 Views

7 Replies

3548 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 3603 Views

3 Replies

3603 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 3694 Views

4 Replies

3694 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 9579 Views

12 Replies

9579 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 2379 Views

3 Replies

2379 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 4292 Views

4 Replies

4292 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 3146 Views

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3146 Views

Excess 401k contribution.

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3 Replies 2328 Views

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2328 Views

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

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5 Replies 5996 Views

5 Replies

5996 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 6227 Views

11 Replies

6227 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 2714 Views

2 Replies

2714 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 2144 Views

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2144 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 2136 Views

2 Replies

2136 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 2382 Views

2 Replies

2382 Views

HSA Contributions for 2019

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17 Replies 7300 Views

17 Replies

7300 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 7632 Views

3 Replies

7632 Views

Backdoor roth issue

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9 Replies 4316 Views

9 Replies

4316 Views

Retiring soon

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1 Reply 664 Views

1 Reply

664 Views

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

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7 Replies 3927 Views

7 Replies

3927 Views

Roth IRA Distribution After Age 59 1/2

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2 Replies 2029 Views

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2029 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 2494 Views

3 Replies

2494 Views

Transfer from Keogh plan to Roth

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4 Replies 4302 Views

4 Replies

4302 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 8438 Views

7 Replies

8438 Views

Where do i enter traditional ira to roth ira conversion

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3 Replies 3714 Views

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3714 Views

2019 Turbotax and IRA contribution

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2 Replies 1533 Views

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

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12 Replies 5985 Views

12 Replies

5985 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 8986 Views

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8986 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 7527 Views

6 Replies

7527 Views

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

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2 Replies 5384 Views

2 Replies

5384 Views

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

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4 Replies 4790 Views

4 Replies

4790 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 4757 Views

6 Replies

4757 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 1029 Views

1 Reply

1029 Views

Is my inherited IRA exempt of the 10% penalty?

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4 Replies 3460 Views

4 Replies

3460 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 1545 Views

1 Reply

1545 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 3358 Views

5 Replies

3358 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 8296 Views

1 Reply

8296 Views

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

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3 Replies 1995 Views

3 Replies

1995 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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Topics with Label: TurboTax Premier Windows