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Top Kudoed Posts in 'Retirement tax questions'

Backdoor Roth Conversions getting flagged as "excess contributions"

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What were your Roth IRA contributions prior to 2025?

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Re: When is it expected that I can complete my taxes by entering my 1099 R?

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Re: When will the 2025 TurboTax Desktop 1099-R section be available?

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2 Replies 3923 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: Does turbotax allow me to use form 1040 instead of 1040SR?

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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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0 Replies 4234 Views

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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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35 Replies 4845 Views

35 Replies

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Re: IRA to ROTH Conversion

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0 Replies 627 Views

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3 Kudos

Re: best way to transfer home to son

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2 Replies 12787 Views

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

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0 Replies 2538 Views

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Re: RMD taken correctly, but penalty assessed

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3 Replies 9844 Views

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4 Kudos

Re: RMD withdrawel issue

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15 Replies 6377 Views

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Re: Does turbotax allow me to use form 1040 instead of 1040SR?

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2 Replies 5907 Views

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6 Kudos

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

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2 Replies 10214 Views

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8 Kudos

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Backdoor Roth Conversions getting flagged as "excess contributions"

What were your Roth IRA contributions prior to 2025?

Re: When is it expected that I can complete my taxes by entering my 1099 R?

Re: When will the 2025 TurboTax Desktop 1099-R section be available?

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: Does turbotax allow me to use form 1040 instead of 1040SR?

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 ?

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: RMD taken correctly, but penalty assessed

Re: RMD withdrawel issue

Re: Does turbotax allow me to use form 1040 instead of 1040SR?

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

Do you have a TurboTax Online account?

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