Retirement Tax Tips and Answers | TurboTax® Support

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

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5 Replies 8323 Views

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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 6069 Views

7 Replies

6069 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 11379 Views

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11379 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 3020 Views

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

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21 Replies 11248 Views

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11248 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 6571 Views

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6571 Views

TurboTax Penalizing my IRA to Roth IRA conversion. Why?

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19 Replies 11957 Views

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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 9057 Views

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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 26381 Views

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26381 Views

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

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

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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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Lemon law settlement taxable?

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58 Replies 25638 Views

58 Replies

25638 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 15313 Views

23 Replies

15313 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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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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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 3750 Views

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3750 Views

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

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11860 Views

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

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6390 Views

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

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11 Replies 9481 Views

11 Replies

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

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15 Replies 13191 Views

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13191 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 9682 Views

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9682 Views

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

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13 Replies 10846 Views

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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 21726 Views

145 Replies

21726 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 20475 Views

18 Replies

20475 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 2319 Views

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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 8807 Views

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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 12446 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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Does ms teachers retirement qualify for retirement savings contributions credit

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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 7914 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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Do i need to submit a 1099R with the PA form?

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

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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 7338 Views

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7338 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 4635 Views

6 Replies

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

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36 Replies 8390 Views

36 Replies

8390 Views

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

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18 Replies 12665 Views

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

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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 3870 Views

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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 16942 Views

27 Replies

16942 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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What form for in-plan 401(k) Roth conversion "income"?

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Do I need to report 1099-LTC BENEFITS?

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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 7688 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 10794 Views

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10794 Views

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

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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 5810 Views

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

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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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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 9170 Views

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9170 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 9803 Views

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9803 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 17643 Views

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17643 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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Is a 401K distribution taxable in PA if over 59 1/2 but not yet retired?

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

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3 Replies 1770 Views

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

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

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9 Replies 6414 Views

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

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Maryland military retirement pay income tax deduction maximum

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How to fix my previous year basis for traditional IRA?

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Excess 401K contribution not yet withdrawn

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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 8945 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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Should I enter a Canadian NR4 with income code 39 as 1099-R or SSA-1099.

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27 Replies 14137 Views

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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 3012 Views

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3012 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 8367 Views

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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 7879 Views

29 Replies

7879 Views

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

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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 9276 Views

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9276 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 21839 Views

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

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5 Replies 3020 Views

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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 7165 Views

16 Replies

7165 Views

Roth IRA conversion

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Required Minimum Distribution Reporting

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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 2220 Views

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2220 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 17722 Views

29 Replies

17722 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 5885 Views

7 Replies

5885 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 4610 Views

3 Replies

4610 Views

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

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2 Replies 2322 Views

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2322 Views

Form 5329, line 2 code 12

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5032 Views

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

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3327 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 15516 Views

12 Replies

15516 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 3635 Views

3 Replies

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

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7 Replies 6505 Views

7 Replies

6505 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 4028 Views

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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 4004 Views

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

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5 Replies 3522 Views

5 Replies

3522 Views

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

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3 Replies 3240 Views

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How do I enter SSA 1099 disability income?

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8 Replies

10804 Views

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

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5 Replies 2742 Views

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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 8295 Views

9 Replies

8295 Views

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

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3 Replies 3579 Views

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3579 Views

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

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13 Replies 25888 Views

13 Replies

25888 Views

Questions Regarding Treatment of Spousal IRA in TurboTax

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1099R from inherited Roth BDA

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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 2131 Views

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2131 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 2709 Views

3 Replies

2709 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 3687 Views

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3687 Views

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

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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 6701 Views

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Does income from nonqualified annuity get taxed bu pennsylvania?

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4 Replies 8459 Views

4 Replies

8459 Views

RMD from Pension does that cover RMD from IRA?

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3 Replies 3438 Views

3 Replies

3438 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 4945 Views

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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 3142 Views

7 Replies

3142 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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3277 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 3484 Views

4 Replies

3484 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 9242 Views

12 Replies

9242 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 2197 Views

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2197 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 4065 Views

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4065 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 2846 Views

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2846 Views

Excess 401k contribution.

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2132 Views

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

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5 Replies 5472 Views

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5472 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 5854 Views

11 Replies

5854 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 2497 Views

2 Replies

2497 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 1873 Views

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1873 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 1957 Views

2 Replies

1957 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 2177 Views

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2177 Views

HSA Contributions for 2019

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17 Replies 6578 Views

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6578 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 6850 Views

3 Replies

6850 Views

Backdoor roth issue

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9 Replies 3755 Views

9 Replies

3755 Views

Retiring soon

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1 Reply 587 Views

1 Reply

587 Views

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

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7 Replies 3687 Views

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3687 Views

Roth IRA Distribution After Age 59 1/2

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2 Replies 1879 Views

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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 2306 Views

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2306 Views

Transfer from Keogh plan to Roth

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4 Replies 3755 Views

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3755 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 7723 Views

7 Replies

7723 Views

Where do i enter traditional ira to roth ira conversion

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3 Replies 3540 Views

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3540 Views

2019 Turbotax and IRA contribution

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2 Replies 1413 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

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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 8312 Views

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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 6662 Views

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6662 Views

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

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2 Replies 5181 Views

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5181 Views

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

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4 Replies 4276 Views

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4276 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 4402 Views

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4402 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 972 Views

1 Reply

972 Views

Is my inherited IRA exempt of the 10% penalty?

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4 Replies 3279 Views

4 Replies

3279 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 1418 Views

1 Reply

1418 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 3072 Views

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3072 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 7943 Views

1 Reply

7943 Views

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

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3 Replies 1879 Views

3 Replies

1879 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