Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Re: We haven't submitted my 2019 tax returns and I just receive a form 1099-R where do I add this...

by on

0 Replies 1248 Views

0 Replies

1 Kudos

Re: TurboTax says that I am $1 over 401k limit even though I'm not

by on

1 Reply 649 Views

1 Reply

1 Kudos

Re: I have SSA 1099 not 1099-R

by on

0 Replies 1372 Views

0 Replies

1 Kudos

Is the 2019 Social Security Benefits Worksheet 3 instruction information correct?

by on Latest post on by

1 Reply 736 Views

1 Reply

1 Kudos

Re: Which turbo tax program do I use for 401K withdraw?

by on

2 Replies 13630 Views

2 Replies

1 Kudos

Re: IRA Rollover Contribution

by on

0 Replies 1218 Views

0 Replies

1 Kudos

Re: One of my 1099r forms doesn't have a State/Payer state # on line 13 to report and Turbo Tax won't let me efile my returns?

by on

0 Replies 6641 Views

0 Replies

1 Kudos

Re: How do I know if I should select the general rule on my distribution from my 401k and I am retired and live off of this money I withdraw?

by on

0 Replies 1149 Views

0 Replies

1 Kudos

Re: How do I take the Retirement Savings credit off? I dont want to be made to pay $80 for $19 extra.

by on

0 Replies 1354 Views

0 Replies

1 Kudos

Re: My Mom is 82 and only taxable income was mandatory IRA withdrawal and taxes were withheld. Does she have to file taxes if that’s only income?

by on

1 Reply 548 Views

1 Reply

1 Kudos

Re: I want to make sure that I listed I had insurance for the past 12 months in the information I provided earlier today in my tax paperwork

by on

0 Replies 194 Views

0 Replies

1 Kudos

Re: Form 8606 not filled correctly Did a back door roth conversion. Lines 1-5 and 13-15 are correct. Lines 6 -12 and 16 -18 are blank. Want to know how to fix this.?

by on

13 Replies 6702 Views

13 Replies

1 Kudos

Re: Form 8606 does not seem to be carrying cost basis forward correctly from year to year. Should I fix it manually or is there another form to properly adjust this?

by on

4 Replies 1620 Views

4 Replies

1 Kudos

Re: I'm married filing joint. I have W-2. My wife is retired & receives soc sec retirement benefits and has 1099 form. Where do I enter her retirement income?

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Re: We haven't submitted my 2019 tax returns and I just receive a form 1099-R where do I add this...

Re: TurboTax says that I am $1 over 401k limit even though I'm not

Re: I have SSA 1099 not 1099-R

Is the 2019 Social Security Benefits Worksheet 3 instruction information correct?

Re: Which turbo tax program do I use for 401K withdraw?

Re: IRA Rollover Contribution

Re: One of my 1099r forms doesn't have a State/Payer state # on line 13 to report and Turbo Tax won't let me efile my returns?

Re: How do I know if I should select the general rule on my distribution from my 401k and I am retired and live off of this money I withdraw?

Re: How do I take the Retirement Savings credit off? I dont want to be made to pay $80 for $19 extra.

Re: My Mom is 82 and only taxable income was mandatory IRA withdrawal and taxes were withheld. Does she have to file taxes if that’s only income?

Re: I want to make sure that I listed I had insurance for the past 12 months in the information I provided earlier today in my tax paperwork

Re: Form 8606 not filled correctly Did a back door roth conversion. Lines 1-5 and 13-15 are correct. Lines 6 -12 and 16 -18 are blank. Want to know how to fix this.?

Re: Form 8606 does not seem to be carrying cost basis forward correctly from year to year. Should I fix it manually or is there another form to properly adjust this?

Re: I'm married filing joint. I have W-2. My wife is retired & receives soc sec retirement benefits and has 1099 form. Where do I enter her retirement income?

Re: RMD non-distribution

Do you have a TurboTax Online account?

Cheers Leaderboard