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W2 Box 14 has pension plan $ (MA Teachers Retirement System). For "Box 14 Category", should I select "MA State or US Retirement System" or "Other-Not on the list above"?

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The officer that signs the return does not have to provid...

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Generally speaking, if the job source of the retirement p...

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Yes, but pension (defined benefit) distributions automati...

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Is teacher retirement benefits subject to rmd

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TTforBusiness2017 seems to do incorrect math on the total...

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Your Form 1099-R is correct as received. A Form 1099-R f...

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My 1099-R form has an incorrect value in Box2a. How can I correct this?

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You don't. Form 5498 lists your IRA contributions for th...

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T is for the taxpayer; S is for the spouse.

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I receive monthly retirement payments do i have to say what i did with the money

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No - If you are using the online version of TurboTax, you...

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16 Replies 7362 Views

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Do I enter the Paying Agent name and address or the Retirement Plan company name from my 1099-R as payer?

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W2 Box 14 has pension plan $ (MA Teachers Retirement System). For "Box 14 Category", should I select "MA State or US Retirement System" or "Other-Not on the list above"?

The officer that signs the return does not have to provid...

Generally speaking, if the job source of the retirement p...

Yes, but pension (defined benefit) distributions automati...

Is teacher retirement benefits subject to rmd

TTforBusiness2017 seems to do incorrect math on the total...

Your Form 1099-R is correct as received. A Form 1099-R f...

My 1099-R form has an incorrect value in Box2a. How can I correct this?

You don't. Form 5498 lists your IRA contributions for th...

T is for the taxpayer; S is for the spouse.

I receive monthly retirement payments do i have to say what i did with the money

No - If you are using the online version of TurboTax, you...

Do I enter the Paying Agent name and address or the Retirement Plan company name from my 1099-R as payer?

I have an amount in Box 3 non dividend distributions. Is that reportable/requiring an adjustment somewhere?

Military retirement is considered a non-qualified plan. T...

Do you have a TurboTax Online account?

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