Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Re: How tell TT I took RMD in 2026

3 Replies 533 Views

3 Replies

1 Kudos

Re: The IRS reduced my refund because of an error that Turbo Tax caused on my tax for Social Security?

1 Reply 392 Views

1 Reply

1 Kudos

Re: Is anyone else finding that Premium Turbo Tax program is failing to calculate the taxable amount of Social Security benefits?

0 Replies 736 Views

0 Replies

1 Kudos

Re: Form 8606 line 10 has an x is this a bug?

2 Replies 977 Views

2 Replies

1 Kudos

Re: Would I qualify for the the 10% tax exception if I was terminated from my job at age 54?

0 Replies 269 Views

0 Replies

1 Kudos

Re: Turbo tax online keeps asking for a value in W-2 box 18 but it is blank on my W-2 statement for NJ. How can I fix this?

1 Reply 832 Views

1 Reply

1 Kudos

Re: How does Turbo Tax calculate the maximum amount that can be contributed to a SEP IRA? Can exc...

0 Replies 806 Views

0 Replies

1 Kudos

Re: 1099-R with 0 in box 1 and 67.22 in box 5, code B in box 7

0 Replies 162 Views

0 Replies

1 Kudos

Re: I'm 51 my 1099 R is for $16,025.88. $8,000 was a backdoor Roth contribution for 2025. Part was a $8,025.88 conversion. In TT I have an excess contribution? Not right.

0 Replies 692 Views

0 Replies

1 Kudos

Re: I received a 1099-R with $0.00 in Box 1. Distribution code in Box 7 is 7B. TurboTax insists t...

0 Replies 540 Views

0 Replies

1 Kudos

Re: Inherited IRA - Who is the "Owner?" And what belongs on Line 6 and Line 7 of Form 8606?

3 Replies 1306 Views

3 Replies

1 Kudos

Re: I'm 51 my 1099 R is for $16,025.88. $8,000 was a backdoor Roth contribution for 2025. Part was a $8,025.88 conversion. In TT I have an excess contribution? Not right.

1 Reply 696 Views

1 Reply

1 Kudos

Re: Why doesn't the Bailey Retirement Deduction shown on state return match the Baikey benefit shown on form 1099-R?

0 Replies 328 Views

0 Replies

1 Kudos

Re: Why does TurboTax require me to select the General rule or Simplified method to figure the ta...

0 Replies 839 Views

0 Replies

1 Kudos

Re: I received a 1099-R with $0.00 in Box 1. Distribution code in Box 7 is 7B. TurboTax insists t...

2 Replies 565 Views

2 Replies

1 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Re: How tell TT I took RMD in 2026

Re: The IRS reduced my refund because of an error that Turbo Tax caused on my tax for Social Security?

Re: Is anyone else finding that Premium Turbo Tax program is failing to calculate the taxable amount of Social Security benefits?

Re: Form 8606 line 10 has an x is this a bug?

Re: Would I qualify for the the 10% tax exception if I was terminated from my job at age 54?

Re: Turbo tax online keeps asking for a value in W-2 box 18 but it is blank on my W-2 statement for NJ. How can I fix this?

Re: How does Turbo Tax calculate the maximum amount that can be contributed to a SEP IRA? Can exc...

Re: 1099-R with 0 in box 1 and 67.22 in box 5, code B in box 7

Re: I'm 51 my 1099 R is for $16,025.88. $8,000 was a backdoor Roth contribution for 2025. Part was a $8,025.88 conversion. In TT I have an excess contribution? Not right.

Re: I received a 1099-R with $0.00 in Box 1. Distribution code in Box 7 is 7B. TurboTax insists t...

Re: Inherited IRA - Who is the "Owner?" And what belongs on Line 6 and Line 7 of Form 8606?

Re: I'm 51 my 1099 R is for $16,025.88. $8,000 was a backdoor Roth contribution for 2025. Part was a $8,025.88 conversion. In TT I have an excess contribution? Not right.

Re: Why doesn't the Bailey Retirement Deduction shown on state return match the Baikey benefit shown on form 1099-R?

Re: Why does TurboTax require me to select the General rule or Simplified method to figure the ta...

Re: I received a 1099-R with $0.00 in Box 1. Distribution code in Box 7 is 7B. TurboTax insists t...

Do you have a TurboTax Online account?

Cheers Leaderboard