Retirement Tax Tips and Answers | TurboTax® Support

Can I tell if my State of CT retirement plan is a qualified plan or a non-qualified plan?

by on Latest post on by

1 Reply 2316 Views

1 Reply

2316 Views

Is value of sick leave used to pay for health ins at retirement taxable?

by on Latest post on by

3 Replies 2744 Views

3 Replies

2744 Views

My question is about this years Late Receipt of a Debt Discharge & if I had more deductions untaken for 2015 would it help me to use now? If so how If not what can I do?

by on Latest post on by

1 Reply 1110 Views

1 Reply

1110 Views

Terrys social security number is primary on previous tax returns would that make a difference on the return right now my (marlene) social security number is primary

by on Latest post on by

1 Reply 1044 Views

1 Reply

1044 Views

I have oppty to cash out my retirement pension.Can I move a % to my 401k & take other % as lump sum pymt & only pay taxes on lump sum $. Old employer urging us 2 cash out

by on Latest post on by

1 Reply 2158 Views

1 Reply

2158 Views

I withdrew my 401k while living in Texas (no state taxes) and have since moved back to MD, which turbo tax version would be best for me?

by on Latest post on by

1 Reply 1151 Views

1 Reply

1151 Views

Being required to select a drop-down for my W-2 Box 14 identification. I was participating Defined Contribution Plan in California in 2017. Which one to choose?

by on Latest post on by

2 Replies 3454 Views

2 Replies

3454 Views

Which TurboTax version supports IRA Minimum Required Distributions (RMDs), Qualified Charitable Distributions (QCDs), and Non-deductable IRA Distributions (Basis)?

by on Latest post on by

2 Replies 2469 Views

2 Replies

2469 Views

We got a 1099-R due to a 403B distribution. The employer contributed money since my husband did not need medical insurance. Should it be subject to 10% penalty?

by on Latest post on by

1 Reply 2272 Views

1 Reply

2272 Views

20K converted fr 403B to Roth IRA. 1099R shows taxable 20K, code "G". T-Tax shows 0 taxable, and also on line 16 "Pension" (wrong), not on line 15 "Reti" (right). Pls adv

by on Latest post on by

13 Replies 5574 Views

13 Replies

5574 Views

Which turbo tax product do I need to enter futures contract trades. I am retired and only have social security, a pension and profits from trading futures and stocks.

by on Latest post on by

1 Reply 1717 Views

1 Reply

1717 Views

My brother passed away in 2016, a retired dentist he had sold his practice.In 2017, I received monthly payments from the purchaser. How should I handle this on my taxes?

by on Latest post on by

1 Reply 983 Views

1 Reply

983 Views

Do I list annuity Fair Market Value on 2018 Income Summary?

by on Latest post on by

1 Reply 1010 Views

1 Reply

1010 Views

I sold some of my retirement stock before retirement for college son's tuition, which turbotax should I purchase

by on Latest post on by

1 Reply 1016 Views

1 Reply

1016 Views

Can't access MD form 502SU for $15k exemption in Hometown Heroes Act for retired LEOs. cant get to pension work sheet 13E.. is a update available?

by on Latest post on by

1 Reply 1214 Views

1 Reply

1214 Views

Your turbo tax wants me to fill out a 1099R for distr from pensions, ira,etc for 2018. I don't have a 1099R nor did I get a distr in 2018. What do I do?

by on Latest post on by

3 Replies 1334 Views

3 Replies

1334 Views

L took out more from my IRA as an RMD than I should of in 2018. How do i enter the $ I returned to the account within the 60 days?

by on Latest post on by

1 Reply 890 Views

1 Reply

890 Views

How do i undo filing a 1099r

by on Latest post on by

1 Reply 857 Views

1 Reply

857 Views

In 2017 I was at a job that had a 401k for only 3 wks. Is that considered having a 401k when figuring out whether or not I can have full/partial deduction of a Trad IRA.

by on Latest post on by

1 Reply 803 Views

1 Reply

803 Views

I sell life insurance and didn't make enough to receive a 1099, although i have expenses, what version of turbo tax should i use?

by on Latest post on by

1 Reply 1090 Views

1 Reply

1090 Views

I'm retired and do volunteer work. Income: SSA, pension, 401k distribution. Expenses include mortgage, volunteer expenses/mileage, charitable giving. Which plan is best?

by on Latest post on by

1 Reply 982 Views

1 Reply

982 Views

Do i report pension payments from Sweden to IRS, they are already taxed before i see the money, and if so where in Turbotax is that being done?

by on Latest post on by

2 Replies 1061 Views

2 Replies

1061 Views

Expert does your taxes

Do it yourself

Resources

Support

Topics with Label: TurboTax Windows

Can I tell if my State of CT retirement plan is a qualified plan or a non-qualified plan?

Is value of sick leave used to pay for health ins at retirement taxable?

My question is about this years Late Receipt of a Debt Discharge & if I had more deductions untaken for 2015 would it help me to use now? If so how If not what can I do?

Terrys social security number is primary on previous tax returns would that make a difference on the return right now my (marlene) social security number is primary

I have oppty to cash out my retirement pension.Can I move a % to my 401k & take other % as lump sum pymt & only pay taxes on lump sum $. Old employer urging us 2 cash out

I withdrew my 401k while living in Texas (no state taxes) and have since moved back to MD, which turbo tax version would be best for me?

Being required to select a drop-down for my W-2 Box 14 identification. I was participating Defined Contribution Plan in California in 2017. Which one to choose?

Which TurboTax version supports IRA Minimum Required Distributions (RMDs), Qualified Charitable Distributions (QCDs), and Non-deductable IRA Distributions (Basis)?

We got a 1099-R due to a 403B distribution. The employer contributed money since my husband did not need medical insurance. Should it be subject to 10% penalty?

20K converted fr 403B to Roth IRA. 1099R shows taxable 20K, code "G". T-Tax shows 0 taxable, and also on line 16 "Pension" (wrong), not on line 15 "Reti" (right). Pls adv

Which turbo tax product do I need to enter futures contract trades. I am retired and only have social security, a pension and profits from trading futures and stocks.

My brother passed away in 2016, a retired dentist he had sold his practice.In 2017, I received monthly payments from the purchaser. How should I handle this on my taxes?

Do I list annuity Fair Market Value on 2018 Income Summary?

I sold some of my retirement stock before retirement for college son's tuition, which turbotax should I purchase

Can't access MD form 502SU for $15k exemption in Hometown Heroes Act for retired LEOs. cant get to pension work sheet 13E.. is a update available?

Your turbo tax wants me to fill out a 1099R for distr from pensions, ira,etc for 2018. I don't have a 1099R nor did I get a distr in 2018. What do I do?

L took out more from my IRA as an RMD than I should of in 2018. How do i enter the $ I returned to the account within the 60 days?

How do i undo filing a 1099r

In 2017 I was at a job that had a 401k for only 3 wks. Is that considered having a 401k when figuring out whether or not I can have full/partial deduction of a Trad IRA.

I sell life insurance and didn't make enough to receive a 1099, although i have expenses, what version of turbo tax should i use?

I'm retired and do volunteer work. Income: SSA, pension, 401k distribution. Expenses include mortgage, volunteer expenses/mileage, charitable giving. Which plan is best?

Do i report pension payments from Sweden to IRS, they are already taxed before i see the money, and if so where in Turbotax is that being done?

Do you have a TurboTax Online account?

Topics with Label: TurboTax Windows