Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Re: Cares Act Covid-19 distribution from 401k 2020 broken up over 3 years (2020, 2021, 2022) Did not receive a new 1099-R for 2021. Turbo tax doesn't ask for info for this?

by on

1 Reply 5430 Views

1 Reply

3 Kudos

Re: Box 9a is 0 on my 1099-R

by on

1 Reply 4304 Views

1 Reply

3 Kudos

Re: I removed my excess Roth IRA contributions, but I had taxes withheld. Does this mean I can't ...

by on

8 Replies 5305 Views

8 Replies

3 Kudos

Re: Cares Act Covid-19 distribution from 401k 2020 broken up over 3 years (2020, 2021, 2022) Did ...

by on

0 Replies 6746 Views

0 Replies

3 Kudos

Re: Steelpath Funds Remediation check with no 1099r. How do I report it?

by on

2 Replies 5850 Views

2 Replies

3 Kudos

Re: Do i need Form 3801? I filed form w-2 and 1099, why i need that form (3801)

by on

7 Replies 4973 Views

7 Replies

3 Kudos

Re: I took 401k early withdrawal due to Covid in 2020 and filed tax and chose 3 years payments. H...

by on

2 Replies 3819 Views

2 Replies

3 Kudos

Re: My 1099-DIV has a value in Box 2f, but TurboTax doesn't have fields for boxes 2e or 2f.

by on

1 Reply 3582 Views

1 Reply

3 Kudos

Re: I filed 8915-e last year for my 1099-r covid related 401k early distribution

by on

0 Replies 4283 Views

0 Replies

3 Kudos

Re: When will Form 8915-E (not F) be available to complete taxes?

by on

16 Replies 7968 Views

16 Replies

3 Kudos

Re: TurboTax Form 1040-SR for 2021 line 12c says "Add lines 12a and 12b" is blank but should be $...

by on

4 Replies 3494 Views

4 Replies

3 Kudos

Re: On my forms, my pension income is reflected as W2 income on the 1040 form. I re-checked the entries, and it was indeed entered as 1099-R income. How can I fix this?

by on

1 Reply 807 Views

1 Reply

3 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Re: Cares Act Covid-19 distribution from 401k 2020 broken up over 3 years (2020, 2021, 2022) Did not receive a new 1099-R for 2021. Turbo tax doesn't ask for info for this?

Re: Box 9a is 0 on my 1099-R

Re: I removed my excess Roth IRA contributions, but I had taxes withheld. Does this mean I can't ...

Re: Cares Act Covid-19 distribution from 401k 2020 broken up over 3 years (2020, 2021, 2022) Did ...

Re: Steelpath Funds Remediation check with no 1099r. How do I report it?

Re: Do i need Form 3801? I filed form w-2 and 1099, why i need that form (3801)

Re: I took 401k early withdrawal due to Covid in 2020 and filed tax and chose 3 years payments. H...

Re: My 1099-DIV has a value in Box 2f, but TurboTax doesn't have fields for boxes 2e or 2f.

Re: I filed 8915-e last year for my 1099-r covid related 401k early distribution

Re: When will Form 8915-E (not F) be available to complete taxes?

Re: TurboTax Form 1040-SR for 2021 line 12c says "Add lines 12a and 12b" is blank but should be $...

Re: On my forms, my pension income is reflected as W2 income on the 1040 form. I re-checked the entries, and it was indeed entered as 1099-R income. How can I fix this?

Re: I contribute to my 401k before taxes. Does nj state see that as income still?

Re: Backdoor Roth Conversion

Re: 1099C for deceased. Final return filed. No money in estate. What do I do?

Do you have a TurboTax Online account?

Cheers Leaderboard