Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Re: 1099-R Box 14a for efiling New York State withholdings can not be greater than or equal to gr...

by on

32 Replies 23318 Views

32 Replies

19 Kudos

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

by on

0 Replies 6051 Views

0 Replies

7 Kudos

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

by on

34 Replies 4764 Views

34 Replies

7 Kudos

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

by on

1 Reply 12572 Views

1 Reply

7 Kudos

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

by on

2 Replies 12713 Views

2 Replies

7 Kudos

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

by on

40 Replies 5549 Views

40 Replies

7 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.

by on

0 Replies 2941 Views

0 Replies

6 Kudos

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

by on

2 Replies 8282 Views

2 Replies

6 Kudos

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

by on

5 Replies 4495 Views

5 Replies

6 Kudos

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

by on

0 Replies 12524 Views

0 Replies

6 Kudos

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 ?

by on

8 Replies 4072 Views

8 Replies

6 Kudos

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 ?

by on

3 Replies 4294 Views

3 Replies

6 Kudos

RMD taken correctly, but penalty assessed

by on Latest post by

114 Replies 9892 Views

114 Replies

9 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Re: 1099-R Box 14a for efiling New York State withholdings can not be greater than or equal to gr...

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

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

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: 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 ?

RMD taken correctly, but penalty assessed

Is anyone else having an issue entering income? It doesn't show up after I enter my 1099-NEC.

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

Do you have a TurboTax Online account?

Cheers Leaderboard