Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Tax Year Prior to 2020: Tried calling the IRS. No answer on any number or selection. Gov at its finest. I swear I should have stayed working for them. Do nothing all day and get a pension.

by on Latest post on by

84 Replies 36965 Views

84 Replies

5 Kudos

Yes - The payer'sTIN (Taxpayer Identification Number) is...

by on

0 Replies 8141 Views

0 Replies

5 Kudos

Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

0 Replies 889 Views

0 Replies

4 Kudos

Re: keeps asking for canadian pension info don't have any

9 Replies 1665 Views

9 Replies

4 Kudos

Re: I am trying to complete the final review of all my entered information and it is asking me to...

1 Reply 2799 Views

1 Reply

4 Kudos

Re: I am trying to complete the final review of all my entered information and it is asking me to...

3 Replies 2810 Views

3 Replies

4 Kudos

Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

1 Reply 2094 Views

1 Reply

4 Kudos

Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

by on

0 Replies 9171 Views

0 Replies

4 Kudos

Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

by on

1 Reply 9219 Views

1 Reply

4 Kudos

Re: I am trying to complete the final review of all my entered information and it is asking me to...

by on

37 Replies 3918 Views

37 Replies

4 Kudos

Re: Backdoor Roth Conversions getting flagged as "excess contributions"

by on

33 Replies 6305 Views

33 Replies

4 Kudos

Re: Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an inaccurate taxable amount that does not match the CSA 1099R.

1 Reply 1671 Views

1 Reply

4 Kudos

Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available? The program indicates "available soon" as of 12/26/25 ?

by on

7 Replies 3254 Views

7 Replies

4 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Tax Year Prior to 2020: Tried calling the IRS. No answer on any number or selection. Gov at its finest. I swear I should have stayed working for them. Do nothing all day and get a pension.

Yes - The payer'sTIN (Taxpayer Identification Number) is...

Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

Re: keeps asking for canadian pension info don't have any

Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: Backdoor Roth Conversions getting flagged as "excess contributions"

Re: Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an inaccurate taxable amount that does not match the CSA 1099R.

Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available? The program indicates "available soon" as of 12/26/25 ?

Re: When are you going to make turbotax 2025 operational for storcks, IRAs, pensions etc?

2025 TurboTax 1099R

Do you have a TurboTax Online account?

Cheers Leaderboard