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Re: RMD and QCD

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Re: Received 2 1099-Rs One code Y (QCD) one code 7 for the total RMD

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Re: It appears that the online turbo tax is not calculating the social security taxable amount correctly for married filing jointly. How can I correct this?

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Re: Arkansas state for 2025 would not allow my $6000 pension deduction, did fine in past years. I...

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Re: 1. Yes, this is the correct place for the retirement con...

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Re: Multiple 1099-Rs for One IRA

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Is anyone getting an error when trying to submit? I am getting this error: Invalid method of payment value for TBM feature: Refund: Traditional Check 2026

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Re: Why is TurboTax saying I have an additional Medicare Tax when I am far under the income limit...

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Re: Why is TurboTax saying I have an additional Medicare Tax when I am far under the income limit...

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Re: I can't get the online version to prompt me about a missed RMD, and I can't add it under othe...

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Re: Under Wages and Income/Retirement Distributions (1099-R)/Where is your distribution from? - there is no Circle to select next to "New York State and City Education"

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Re: Why doesn't TurboTax recognize the $20,000 credit for military pensions in California?

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1 Reply 706 Views

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Why is TurboTax saying I have an additional Medicare Tax when I am far under the income limit for that tax and requiring me to purchase an upgrade to complete my taxes?

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if I have a pension plan only why is Turbo Tax asking about an annuity

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1 Reply 304 Views

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What kind of plan is OPM CSA Federal retirement, 403(b) of other? Is the General Rule or the Simplified Method be used to figure out the taxable amount of this annuity?

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Re: RMD and QCD

Re: Received 2 1099-Rs One code Y (QCD) one code 7 for the total RMD

Re: It appears that the online turbo tax is not calculating the social security taxable amount correctly for married filing jointly. How can I correct this?

Re: Arkansas state for 2025 would not allow my $6000 pension deduction, did fine in past years. I...

Re: 1. Yes, this is the correct place for the retirement con...

Re: Multiple 1099-Rs for One IRA

Is anyone getting an error when trying to submit? I am getting this error: Invalid method of payment value for TBM feature: Refund: Traditional Check 2026

Re: Why is TurboTax saying I have an additional Medicare Tax when I am far under the income limit...

Re: Why is TurboTax saying I have an additional Medicare Tax when I am far under the income limit...

Re: I can't get the online version to prompt me about a missed RMD, and I can't add it under othe...

Re: Under Wages and Income/Retirement Distributions (1099-R)/Where is your distribution from? - there is no Circle to select next to "New York State and City Education"

Re: Why doesn't TurboTax recognize the $20,000 credit for military pensions in California?

Why is TurboTax saying I have an additional Medicare Tax when I am far under the income limit for that tax and requiring me to purchase an upgrade to complete my taxes?

if I have a pension plan only why is Turbo Tax asking about an annuity

What kind of plan is OPM CSA Federal retirement, 403(b) of other? Is the General Rule or the Simplified Method be used to figure out the taxable amount of this annuity?

Do you have a TurboTax Online account?

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