Retirement Tax Tips and Answers | TurboTax® Support

Is a simple ira the same as a traditional ira?

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Why am I getting an error on my 1099-R "State tax shouldn't be greater than gross distribution" when it's $21.28 and my box 1 gross dist is over $8k?

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4 Replies 597 Views

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I did a 60 day rollover (took money out of an IRA and put it back in within 60 days) - where do I report this or do I need to report it at all?

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3 Replies 647 Views

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SEP-IRA custodian refuses to record April 2023 contribution for 2022--how to handle so 2023 contribution is not excess? IRS rep said custodian is wrong but won't budge.

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3 Replies 1157 Views

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My 1099-B shows an amount in box 1G but Turbo Tax has no where I can enter that. What can I do?

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8 Replies 6365 Views

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How do I find my total net contributions to a Roth IRA that is 20 years old? ( Broker only has 10 years of reports.)

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12 Replies 32113 Views

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Does the 5 year rule on roth earnings reset if I do a roth conversion this year and another next year? I am 67 and have a 6 year old roth now.

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Housing Allowance for Ministry

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I have entered Employer contributions for a Solo 401k, but they are not being deducted as a business expense. Please help with why and how to fix.

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42 Replies 6371 Views

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6371 Views

I'm clergy, and TurboTax won't let me pay Self-Employment tax if ANY amount was withheld for Social Security on my W2. How can I fix this clear error?

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22 Replies 6517 Views

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Does turbo Tax calculate whether you are eligible to contribute to a Roth IRA?

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Why is a rollover considered income

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Is anyone else having an issue entering income? It doesn't show up after I enter my 1099-NEC.

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46 Replies 8695 Views

46 Replies

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How to make Turbo Tax deduct employer contribution for solo 401k?

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17 Replies 5351 Views

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TT claims overcontribution to 401k on self-employed K1 entry

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1 Reply 797 Views

1 Reply

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I received roth ira distribution. 1099r shows it code J but it is qualified because it as all contribution, not earnings. Turbo tax is taxing it. How do I fix this?

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34 Replies 89210 Views

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I received an EQIP grant that qualifies for exclusion under I.R.C. 126 rules, how do I exclude this income reported on a 1099-G?

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8 Replies 3585 Views

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W2 has amt in box 14 labeled Tier1 and tier2 that we contribute to RR. He is not retired, so this is just our contribution amt. what option do I pick in dropdown box

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33 Replies 36328 Views

33 Replies

36328 Views

SR Form prints to large. does not fit on printed page. How do I get a normal size copy of my return so I can print it out normaly. TT did not ask me if I wanted larger print.

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4 Replies 1426 Views

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Duplicate 1099 can't be deleted, doesn't appear anywhere in income

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2 Replies 3415 Views

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I have an amount in Box 3 non dividend distributions. Is that reportable/requiring an adjustment somewhere?

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8 Replies 8339 Views

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tax implications on the conversion of traditional IRA to Roth IRA

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28 Replies 6097 Views

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I am a day trader. How, exactly, do I report my investment income ($50,000 in losses, actually) into TurboTax, so that I can capitalize on the full range of deductions?

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134 Replies 38853 Views

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My 1099 interest income total doesn't show up in "Your income and expenses." The total is in the 1099 section.

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5 Replies 1696 Views

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I took money out of my 457 plan and it is reported correctly on my W2c in Box 11. There is $0 in Box 1. Why won't the system recognize this as inc that should be taxed?

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7 Replies 8223 Views

7 Replies

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Did you know TurboTax can help you report that Entrepreneurship in retirement as a side-job is possible?

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1 Reply 327 Views

1 Reply

327 Views

How can I get the total dollars shown on my 1099-NEC to show up on the summary Of Income and Expenses?

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How to enter basis from Form 8606 to offset this years rmd

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On my 1099-NEC form, box 6 is empty but turbotax won't let me file my taxes without inputting something in box 6. What do I do?

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How do I change language preference? for some reason it check marked some other language instead of English

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21 Replies 10075 Views

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Should I fill in box 2a on my 1099-r? It is blank and total distribution is checked. It was an early withdrawal.

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17 Replies 6673 Views

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The TurboTax system won't let me proceed to file because my wife does not have a social security number.

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4 Replies 4022 Views

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My wife pays into Teacher's Retirment Service, in Texas, rather than Social Security. Why does our return decrease substantially when I enter her W2 on our return?

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4 Replies 1356 Views

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When I filled out nondeductible traditional IRA contributions (for a Backdoor Roth), why did TurboTax calculate my federal refund going significantly down?

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Should I have to pay taxes on a 1099-NEC that has "non employee compensation" from a student loan credit disbursement and Cares Act distribution?

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Same problem with 1099Rs

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Where do I put the amount I paid into a state retirement plan? or is this something I don't list?

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How do I get Turbotax to stop treating my Roth 401K contribution as a Roth IRA contribution?

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7 Replies 2132 Views

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Excess SEP IRA contribution - how to correct

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3 Replies 5552 Views

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Individual self-employment 401k (w/ profit sharing contribution) max option does not seem to adj for separate company 401k contributions unrelated to self-employment.

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1099-NEC

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Indirect 60-day IRA rollover

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How can I change the address of the payer for my 1099-NEC form? The company is located in Canada with no zipcode and the worksheet is requiring a zipcode

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Social Security was not paid

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I was a participant in a medical research study and was paid for my service. What Principal Business code do I use for this income which was reported to me on a 1099-MI

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4 Replies 9046 Views

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I need to add my basis for my IRA Roth conversion for tax year 2022 (I forgot)? TT only asks for basis up to end of 2021, is this an error? Shouldnt 2022 be included?

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3 Replies 10852 Views

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How and where to enter 1099-B Section "Other Transactions - cost base not reported to IRS - Form8949, (X)

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What indicates Bailey Retirement deduction applies on my 1099R?

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I have a SSA-1099 statement, the is no ein or fed ID, what do I do?

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529 distributions are supposed to be tax free, so why did my refund just drop by $2000 after entering the information from my 1099-Q?

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27 Replies 6648 Views

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401k early withdrawal

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Can I skip applying the unallowed passive loss carryover (UPLC) from prior years for the year that I had no taxable income?

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How do you enter your SEP IRA Contributions? The link doesn't seem to work when you search for it.

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13 Replies 9751 Views

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Can I adjust this amount on my tax return? Cash app payments that shouldn't be reported on 1099 k.

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1 Reply 1774 Views

1 Reply

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If I lost an unsecured USB device containing my tax returns, in a public place, what should I do to protect my, and my spouse's, identities and security?

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9 Replies 5649 Views

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NR4 from Canada

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I rented my trailer out on a couple of online platforms but they are not providing a 1099 until next year, how do I report properly?

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9 Replies 3423 Views

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1099-B for which the basis is not reported/term is "unknown." My form says to report on form 8949 with box B or E checked and/or schedule D, Part I or II which aren't av

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4 Replies 7540 Views

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Need help fixing There is an error on Form 540, Line 71 (CA Withholding) must equal the total amounts withheld by California on all W-2, W-2G,1099-R forms and Other

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Can I deduct Maryland college Investment Plan contribution if I received the state contribution?

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How to enter a traditional IRA > Roth IRA rollover conversion? I only get the option for Roth > traditional, not traditional > Roth.

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How to enter SEP contribution on the schedule C?

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3 Replies 1211 Views

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1211 Views

I have a UK pension but the Payer does not have a Tax ID number in the US format. How do I enter this?

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5 Replies 2707 Views

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In PA, what is the "State Type Code" for retirement income for an inherited IRA? I'm under retirement age. Already entered in fed section, but that didn't help in state.

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7 Replies 7663 Views

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Why did my taxes owed to federal go up when I entered my contributions for my roth ira for 2017?

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7 Replies 6482 Views

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There is a glitch when reviewing my Form 1099-B on federal taxes. For some reason, in the "check this entry" it is not letting me check and file. How can I do this?

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9 Replies 3267 Views

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Upon review, Turbo Tax says it's missing info from my 1099-NEC entry, but I have entered everything. It says it will delete it if I move on. How do I correct this

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12 Replies 8632 Views

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Since my retirement pension is exempt in AL, where do I enter it

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I have received pension benefits from UK this past year. do I need to report these as income? If so how do I do that in turbotx?

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3 Replies 1960 Views

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1960 Views

Error:1099-NEC because it "doesn't include enough info for us to know where to report the income", but when i go to that section. Everything is filled out.

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24 Replies 9195 Views

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9195 Views

I receive royalty checks from my deceased father in law and Mother in law. My wife is deceased so I am a beneficiary of a beneficiary. Is this Inheritance or income?

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3 Replies 2768 Views

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Maximum contributions to 2 retirement plans (401k & 457b)

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I keep attempting to enter both my spouse and my SSA-1099 SM, but Turbo tax won't let me enter any information. No form pops up for entry of my info... What gives?

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14 Replies 4947 Views

14 Replies

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Forms 8606 and 5498

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1099-R NYS Police & Fire

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4 Replies 1400 Views

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1400 Views

I am getting a portion of my ex husbands military retirement. per the divorce agreement it is considered a property settlement but I can only enter it as income?

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3 Replies 1110 Views

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IRA box does not have an X in it

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3 Replies 963 Views

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How can I check to ensure that my military retirement pension is being properly excluded in my Maryland state tax return?

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1 Reply 810 Views

1 Reply

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Solo Roth 401k Excess Contribution Withdraw same tax year it was contributed

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1 Reply 654 Views

1 Reply

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How to pay social security tax

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6 Replies 4409 Views

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I forgot to enter a sep contribution for tax year 2022. I am trying to amend the return of 2022 but can't seem to figure out how to enter the contribution. Help?

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2 Replies 844 Views

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Post 1099R. have a retired clergy housing allowance exclusion amount. where do i post exclusion amount?

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2 Replies 1832 Views

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1832 Views

I am trying to complete my 2022 taxes but I am being asked to purchase software? Is this a new requirement. Asking because when i filed last year, I was not required to.

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8 Replies 2907 Views

8 Replies

2907 Views

1099-G

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1 Reply 526 Views

1 Reply

526 Views

If i paid my 17 year old son 12000 last year as a 1099 employee where do i deduct that on my taxes?

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2 Replies 842 Views

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Wife and I giving $20,000 to our son, should we give in one $20k check or split into 2 $10k checks to avoid form 709?

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1 Reply 1081 Views

1 Reply

1081 Views

ON A 1099R OFFICE OF PERSONNEL MANAGEMENT; WHEN BOX 2A IS UNKNOWN AM I TAXED ON THE AMOUNT IN BOX 1

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8 Replies 3989 Views

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3989 Views

What must be entered for aggregation statement when requested?

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2 Replies 995 Views

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995 Views

Where do I enter IRA contribution?

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1 Reply 916 Views

1 Reply

916 Views

Is there a bug in the "2020 Qualified Disaster Distribution" section where you enter the info for the prior year's return? It ask for fields 11,12,14,13 in that order.

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2 Replies 868 Views

2 Replies

868 Views

My 1099 has a loss in the summary section, but it does not show in TT and it was imported as MULTI. Now TT does not allow to manually enter a negative loss amount.

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3 Replies 1067 Views

3 Replies

1067 Views

If I withheld Federal and State taxes from my early 401(k) distribution, where do I put this on my turbotax?

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1 Reply 920 Views

1 Reply

920 Views

It appears that TurboTax has not included depreciation for years on my tax form. What did I miss here? Is it something I manually enter into the forms by hand?

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2 Replies 1007 Views

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1007 Views

I'm retired, so I do not receive a W-2 now. How do I remove the w2 info from Turbo-tax?

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1 Reply 674 Views

1 Reply

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1099-r withdrawl income was already reported as income in prior year. How do I avoid paying taxes twice on this income?

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5 Replies 1332 Views

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1332 Views

Do you send out emails that say your social security number has been found on the dark web?

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1 Reply 814 Views

1 Reply

814 Views

Is there a place in TurboTax to include an explanation as to my use of a previous 1099 because it is correct and not the current 1099 which is incorrect?

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5 Replies 1567 Views

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1567 Views

My Form 1099-R has 0 in Box 9a. Turbotax is not accepting that value. How do I proceed?

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3 Replies 1522 Views

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I am trying to enter my 1099 earnings form

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2 Replies 897 Views

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Turbo Tax indicates to say "YES if you plan to make a regular contribution by April 18, 2023.." Does this mean Oct 16 2023 for those in Fed Declared disaster area?

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1 Reply 584 Views

1 Reply

584 Views

Unable to enter charity donation – screen locks up

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4 Replies 1477 Views

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1477 Views

Do I use business or personal bank account for SEP IRA contributions for Single member LLC?

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Is there an age limit to contributing to a Standard and/or Roth IRA ?

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2 Replies 1168 Views

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Where and how do I calculate my SEP IRA for 2022?

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1 Reply 2546 Views

1 Reply

2546 Views

I repaid social security benefits in 2022. Where do I record that? thanks

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1 Reply 494 Views

1 Reply

494 Views

Can I go back and see the list of 1099 income that I entered?

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2 Replies 968 Views

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I am retired with no income except social security

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1 Reply 459 Views

1 Reply

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Question about a decedent IRA account inherited from my wife's mother who died in 2015. We have been drawing RMDs, but IRS changed the rules. Are we in compliance?

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1 Reply 688 Views

1 Reply

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I sold my home last yr claiming capital gain exempt on 20k gain. Now I'm selling the house I'm in a little over a yr later. will the gain be on just this house or both?

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I have my business forming a Subsidiary to a Nonprofit, Charitable Tax-exempt Corporation. So, a portion of what the business made goes to the non profit's mission.

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3 Replies 1680 Views

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Is my IRA contribution included in the amount of my Itemized Deductions? It seems like that amount is low ($1,807) even though I contributed $6,000 to my Traditional IRA.

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4 Replies 1802 Views

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For a commission hairstylist getting 60% and my 10-99 shows my total in the non employee compsation is that total just my 60% or the whole 100% that was brought in

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10 Replies 6198 Views

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6198 Views

I forgot to include my 2022 Roth IRA contribution on my 2022 taxes. Do I need to amend my return to include this?

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One piece of info needed to have TurboTax generate Form 8606 (line 6 on the form) is the value of the IRA account at 12/31/22. Where doe TurboTax ask for this?

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1 Reply 1040 Views

1 Reply

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IRA RMD for 2023 tax year?

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2 Replies 1113 Views

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Will I be subject to the 10% penalty if I withdraw funds out of an old 401-K? I will 59 1/2 when I do this. How does Turbo Tax calculate this?

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3 Replies 1033 Views

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Enter roth ira

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How much money does my dog need to make on social media to be eligible for tax deductions?

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3 Replies 1235 Views

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On sch E worksheet, how can i change my answer on 1099 filing ?

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1 Reply 530 Views

1 Reply

530 Views

Can I apply a traditional IRA withdrawal to the previous tax year if I withdraw it before April 15th? This will be a penalized withdrawal.

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1 Reply 466 Views

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466 Views

Can i increase tax witholding on my pension payment?

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1 Reply 696 Views

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Received 1099-B for a 2020 sale, then 1099-B in 2021&2022 as funds released. Do I amend my 2020 return and input all 1099-B or input 1099-B for when the funds received?

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6 Replies 1623 Views

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1623 Views

1099-R from deceased grandparent There is an amount in box 1 blank box 2a, box 2b only Total distribution checked, same amount in box 5 as box 1 dist code D4

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3 Replies 1509 Views

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I used TurboTax with no errors and got penalized more money by the IRS for not estimating tax payments. Will TurboTax pick up the fee?

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4 Replies 1618 Views

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Why is my spending account where my refunds are to be deposited showing a negative amount from turbo tax making a withdrawal?

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2 Replies 1061 Views

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1061 Views

I have an unapproved withdrawal from my account? Why could this happen?

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4 Replies 1673 Views

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How do I see itemized 1099R forms that I submitted after my taxes are done? I may have forgotten to upload one.

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1 Reply 847 Views

1 Reply

847 Views

Does Turbo Tax automatically include credit for overpayment of social security tax or do I manually have to enter that info into my return?

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5 Replies 3634 Views

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If dependent care benefits were selected but not used, do we still enter the amount in box 10 of dependent care benefits?

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1 Reply 813 Views

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I have already filed and claimed that we made IRA contributions for the 2022 tax year. We did not get it turned in on time. How can we make our 2022 contribution?

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1 Reply 728 Views

1 Reply

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Is Army ROTC money taxable?

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6 Replies 11224 Views

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Are 401(k) contributions earned in DE taxable in PA?

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I took a 401k w/d und cares act, IRS hsn't pd out on rtrn & has snt me letters can't verify me. I wnt to amnd rtn & pay the penalties w/ 2020 return. How do I do that?

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2 Replies 866 Views

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Edward Jones zip code on tax form 1099-R is incorrect, unable to file taxes

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1 Reply 587 Views

1 Reply

587 Views

If other reportable income from a 2021 return is listed on this years return, do we delete it if it no longer applies for this year or just put $0 for this year.

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1 Reply 431 Views

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431 Views

I set up a payment plan with the state. I selected that with turbo tax and it looks like the entire amount is coming out of my account now. Please help. What do I do?

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1 Reply 398 Views

1 Reply

398 Views

I need help with 1099 NEC

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11 Replies 3007 Views

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3007 Views

I need to add 1099s to last year's return. The software allowed me to add them and says to edit or delete any 1099-R reported already. Do I delete the 1099 listed there?

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1 Reply 412 Views

1 Reply

412 Views

I have a 1099-K from eBay. It has nothing to do with cryptocurrency but TurboTax keeps asking about a 1099-B in the section where 1099-K is noted. How to get around?

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1 Reply 469 Views

1 Reply

469 Views

If got both a 1099-K form and a 1099-NEC from my employer, do I need to include both those forms as part of my income?

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1 Reply 417 Views

1 Reply

417 Views

I did not make a withdraw on my HSA other than monthly fees. What distribution code should I use?

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2 Replies 761 Views

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761 Views

Keeps saying i have an error on my input for my 1099-G but the amount is correct

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1 Reply 509 Views

1 Reply

509 Views

Can I ask my broker to change my excess contribution into a Roth to show it as 2023 contribution and thereby avoid the penalty for excess contribution? It was $763 over.

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1 Reply 387 Views

1 Reply

387 Views

I entered a 1099-R but it won’t move forward because it says the state tax withheld can’t be greater than the distribution, but it’s not greater.

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3 Replies 878 Views

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I made a withdrawl from my Roth IRA that I have had since 2016. It is tax free, but turbo tax is having me pay extra taxes on distribution. why?

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2 Replies 729 Views

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729 Views

Where do I add a 1099-k

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1 Reply 671 Views

1 Reply

671 Views

When I go to federal review I am prompted to check "Other Income Statement." and asking me to enter Other Taxable Income- TP. What do I include in this total?

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1 Reply 402 Views

1 Reply

402 Views

I paid tax on my early 401K distribution at time of withdrawal. Why is turbo tax accessing more tax due because of early distribution

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2 Replies 779 Views

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779 Views

If the distribution code on the 1099-R shows 7D, how do you enter in the tax software since it only allows either a number or alphabet?

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1095 Views

If taking Social Security but working part-time (social security is not enough), how do I label myself on tax return under "profession"?

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1 Reply 716 Views

1 Reply

716 Views

Do you have a TurboTax Online account?

Topics with Label: TurboTax Self Employed Online