Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

For 2025, the IRS is introducing a new code Y for QCDs

by on Latest post on by

2 Replies 11936 Views

2 Replies

4 Kudos

Re: I have a pension from a non-qualified plan. However, TurboTax keeps asking me to correct this...

by on

8 Replies 3488 Views

8 Replies

4 Kudos

Re: Does a federal income tax return submitted through the TurboTax software inform the IRS of a ...

by on

17 Replies 3851 Views

17 Replies

4 Kudos

Re: When can I file my 1099-R: 2024 Disaster Distribution?

by on

0 Replies 5570 Views

0 Replies

4 Kudos

Re: When can I file my 1099-R: 2024 Disaster Distribution?

by on

2 Replies 5767 Views

2 Replies

4 Kudos

Re: When can I file my 1099-R: 2024 Disaster Distribution?

by on

3 Replies 5782 Views

3 Replies

4 Kudos

Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of my three IRAs. Why is TurboTax calculating a penalty?

by on

12 Replies 4083 Views

12 Replies

4 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 ?

6 Replies 1147 Views

6 Replies

3 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 ?

7 Replies 1149 Views

7 Replies

3 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 ?

0 Replies 1299 Views

0 Replies

3 Kudos

Re: IRA to ROTH Conversion

by on

0 Replies 349 Views

0 Replies

3 Kudos

Re: best way to transfer home to son

by on

2 Replies 9044 Views

2 Replies

3 Kudos

Re: Pension is being counted as earned income for Social Security

by on

0 Replies 2145 Views

0 Replies

3 Kudos

Re: 1099-R format not recognized (Foreign Service Retirement System)

by on

0 Replies 2973 Views

0 Replies

3 Kudos

Re: I have a pension from a non-qualified plan. However, TurboTax keeps asking me to correct this error: Was This Distribution From a 403(b) Plan? My only choices are 1) Yes, or 2) No, it was from a...

by on

0 Replies 2934 Views

0 Replies

3 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

For 2025, the IRS is introducing a new code Y for QCDs

Re: I have a pension from a non-qualified plan. However, TurboTax keeps asking me to correct this...

Re: Does a federal income tax return submitted through the TurboTax software inform the IRS of a ...

Re: When can I file my 1099-R: 2024 Disaster Distribution?

Re: When can I file my 1099-R: 2024 Disaster Distribution?

Re: When can I file my 1099-R: 2024 Disaster Distribution?

Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of my three IRAs. Why is TurboTax calculating a penalty?

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 ?

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: IRA to ROTH Conversion

Re: best way to transfer home to son

Re: Pension is being counted as earned income for Social Security

Re: 1099-R format not recognized (Foreign Service Retirement System)

Re: I have a pension from a non-qualified plan. However, TurboTax keeps asking me to correct this error: Was This Distribution From a 403(b) Plan? My only choices are 1) Yes, or 2) No, it was from a...

Do you have a TurboTax Online account?

Cheers Leaderboard