Retirement tax questions

It was not a retirement plan

It asks for the Annuity Start Date, the number of months payments were received in 2025 and the Tax-Free amount previously recovered. Am I missing something?

show me a copy of my 12099R

Gross distribution $5146 Taxable amount $5146 Federal tax witheld $515?

Where on the tax form do I file that I am retired clergy

This is the first year after the Michigan law was changed to allow all retirement income to be deducted for some filers or use a $40,000 MFJ maximum.

Since the death of my father, my mother takes care of me financially. And last year she filed on me. And I believe this year she is also filing on me. I did file the taxes for Golden State MB car club.LLC

Are there any penalties associated with underestimating MAGI on the SSA-44 form for 2026?

I was never asked the question about residency in a foreign country with a list of countries. Because of this error on turbo tax’s part, my social security taxable amount was put at zero by TT. Now instead of $419 refund, i had to pay the IRS $2607!!! TT says because i didnt have a live TT person do my taxes, that i did my own taxes & i don’t qualify for the accuracy guarantee. That's so wrong. Using TT online isnt doing our own taxes at all. We just answer a series of questions and plug in some w2 & 1099 forms. TT does all the rest and we trust it to be correct. I filed for the guarantee and requested a full refund of the $129 i paid TT since the glitch in their system regarding this residency question is well documented with thousands of customers saying the same thing. Either they werent asked the question at all or the system changed their No answer to the default Yes. Turbo Tax hasn’t responded to my claim. I think its time for a class action lawsuit. An

Filing jointly, I click on add another 1099r and it only shows my own distribution and does not allow me to add the other distribution.

I donated a 2010 Nissan to a Veterans' Charity. I received a 1098-C from them stating that the proceeds from the car were $1,300.00. I am filling out the information in TurboTax, and it asks for the car's "Value." Are they asking for the value if I look it up on KBB or what the Charity says they sold it for?

Since I'm over 50 years old, my max contribution should be up to 3,347 but TurboTax calculated that I have excess contribution when I contributed less than that amount.

Inherited an annuity, 8 to 10k, how does this affect my tax liability

I need help to file

For the desktop version, I am getting an error with finalizing my tax return when I enter my spouses employee deferrals for our individual 401(k) plan for income earned through our LLC.  She contributed $23,500 employee defferral for the year (The 2025 IRS limit) and I keep getting an error that I need to put an amount less than 23,500.  The only way it will allow me to proceed is if I put in 23,000 or less ( The 2024 limit.)   Has anyone else ran into this issue and found a way to resolve this?  I have an extension to file our returns but want to get them e-filed asap to get this off my plate.  

Since I have values for both boxes 1&2, I created 2 separate K-1s, as suggested by TT. Box 2 is only $10, so I shouldn't re-enter the values for the other boxes (On a K-1 I have values in Boxes 1&2, so I added 2 K-1s. For the 2nd K-1 (for box 2=$10), I shouldn't need to re-add values for boxes (5,6,8,9a,10,11,13,16,18,19&20) on the 2nd K-1 entry (for the box 2 value), correct?

I am converting $10,000 from my 401(k) to a ROTH IRA and I live in NJ.  My contributions were not excluded from my taxable income for NJ when originally contributed.  Thus, I have previously paid NJ taxes on a portion that is being transitioned from my 401(k) to a ROTH IRA.  TurboTax assumes the entire $10,000 is taxable (i.e., that it went in on a pre-tax basis), but it is not.  How can I get TurboTax to calculate the NJ taxable amount correctly?

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how would I determine line 2a

Is there a method of calculating Restricted Stock-Sell to Cover for tax-harvesting purposes? I understand there are methods of reconciling once all the forms have been received the following year. It would be helpful to determine a more accurately estimated amount during the current tax year.

I don't see where a monthly pension plan paid by your former employee goes. Turbo Tax has questions related to a RMD when you try to fit it in somewhere else. Can't go beyond the RMD question. This is paid monthly, RMD question does not make sense for this type of Pension does it?

Should I manually reduce 2A by my QCD amount and change 7 to code Y?

I’ve tried to leave the second group of boxes empty but it says I have to fill them out lol… what’s going on

My spouse takes social security, but I’m still working. Is her social security taxed at 85%?

I am 75 years old. I’ve had a Roth for many years with a present value of over 150,000 consisting of dividend paying ETFs,  I have an IRA with Stock ETFs valued at about 20,000. I want to do a Roth conversion from my IRA to my Roth of about 10,000 dollars in dividend paying ETF shares.   I know I will get a 10-99 for my conversion for which I will add to taxable income.  Shortly after the conversion, I intend to withdraw 1,000 dollars of total dividends per month from my Roth.  Other than the 10-99 tax for the conversion are my Roth distributions tax free? Or does the 5 year rule somehow complicate my analysis?