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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.

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84 Replies 36967 Views

84 Replies

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

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0 Replies 8143 Views

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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 1195 Views

0 Replies

4 Kudos

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

11 Replies 1751 Views

11 Replies

4 Kudos

Re: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

2 Replies 2744 Views

2 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 2844 Views

1 Reply

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

3 Replies 2855 Views

3 Replies

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

1 Reply 2106 Views

1 Reply

4 Kudos

Re: Taxable amount of retirement annuity

8 Replies 2600 Views

8 Replies

4 Kudos

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

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0 Replies 9218 Views

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4 Kudos

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

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1 Reply 9266 Views

1 Reply

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

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37 Replies 3963 Views

37 Replies

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

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33 Replies 6341 Views

33 Replies

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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 1686 Views

1 Reply

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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 ?

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7 Replies 3272 Views

7 Replies

4 Kudos

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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: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

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: Taxable amount of retirement annuity

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 ?

Do you have a TurboTax Online account?

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