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?

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

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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?

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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

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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

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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?

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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?

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2 Replies 3417 Views

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

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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?

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1 Reply 2254 Views

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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

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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.

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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?

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961 Views

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

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986 Views

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

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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?

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1 Reply 1188 Views

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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?

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3 Replies 1316 Views

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1316 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?

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1 Reply 877 Views

1 Reply

877 Views

How do i undo filing a 1099r

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1 Reply 845 Views

1 Reply

845 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.

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1 Reply 787 Views

1 Reply

787 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?

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1 Reply 1073 Views

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1073 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?

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1 Reply 955 Views

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955 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?

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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