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Re: My husband and I are on social security and have some interest from IRAs and savings account. I'm okay with form and our budget numbers. Has anyone else used Turbo Tax?

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Re: Both my wife and I received checks from SSA in April for a payout of the Social Security Fairness Act. Is this considered a lump sum payout?

2 Replies 417 Views

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1099-r for tax year 2025 is not working online

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Re: If I pulled a loan against my retirement, but amMaking the payments. Do I need to claim that as a withdrawal

0 Replies 207 Views

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Re: When will the 1099-R entries be activated on TurboTax for 2025 returns?

0 Replies 222 Views

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Re: How do I redo the dependant form it will not let me complete it. It is partially filled out but has my social security wrong also

0 Replies 750 Views

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Re: 1099-R not needed.

0 Replies 136 Views

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1 Kudos

Re: I need assistance on this classified filing on a 1099

0 Replies 160 Views

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Re: Pension @ SS only long time retired

0 Replies 177 Views

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Re: cannot save Premier in Windows 11

0 Replies 622 Views

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Re: if i receive a loan from my 401k does that mean i withdrew money from the account?

0 Replies 694 Views

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Re: How do I purchase 2024 turbo tax desktop? I have tried repeatedly and it won't take me to payment processing and just keeps returning me to my 2023 online account.

1 Reply 1398 Views

1 Reply

1 Kudos

Re: Royalty income and retirement ....

0 Replies 514 Views

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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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Re: My husband and I are on social security and have some interest from IRAs and savings account. I'm okay with form and our budget numbers. Has anyone else used Turbo Tax?

Re: Both my wife and I received checks from SSA in April for a payout of the Social Security Fairness Act. Is this considered a lump sum payout?

1099-r for tax year 2025 is not working online

Re: If I pulled a loan against my retirement, but amMaking the payments. Do I need to claim that as a withdrawal

Re: When will the 1099-R entries be activated on TurboTax for 2025 returns?

Re: How do I redo the dependant form it will not let me complete it. It is partially filled out but has my social security wrong also

Re: 1099-R not needed.

Re: I need assistance on this classified filing on a 1099

Re: Pension @ SS only long time retired

Re: cannot save Premier in Windows 11

Re: if i receive a loan from my 401k does that mean i withdrew money from the account?

Re: How do I purchase 2024 turbo tax desktop? I have tried repeatedly and it won't take me to payment processing and just keeps returning me to my 2023 online account.

Re: Royalty income and retirement ....

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: For RMDs and Roth conversions does sequential order matter?

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