Retirement tax questions

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receive a 1099-R for money received as from death of father

How can I see if I set my tax payment for direct withdrawal

On the Annuity information input page; how are the data (characters formatted) in the block labelled "annuity start date" ?

In reference to TT 2025 asking for Roth contribution history: What am I missing? It's my understanding that one a Roth owner is older than 59 1/2 and their Roth account has been in existence for at least five years,  there are no tax penalties no matter what one does with the account. If this is true, it seems a huge waste of time and resources to ask some to spend time (perhaps days) trying to recover history that isn't really necessary. It seems to me that it would be a lot easier and more efficient to just verify the age of Roth account and the age of the owner. 

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Remove Additional Medicare Tax

Telling me I can submit same state twice

can someone please call me

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I'm boy sure which option to choose

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Since "Pension" is not a choice, what should be selected?

none of that was helpful

we gave two W-2 entered (my wife and I) we both qualify for max retirement savings (31,000) but turbo tax thinks I am overpaying by 31,000. it cannot separate the two W-2 s at the end of the process

Box 7 Distribution codes show "B" is invalid and should not be used for IRA distribution.

I made under 30000 is there something i can claim ?

We were advised to contribute the max allowable amount to traditional IRA accounts in 2023, and complete a conversion (aka back door Roth IRA). However, in the same tax year, my husband withdrew and rolled over his retirement to a traditional IRA. My understanding is that the IRS considers the retirement accounts as one large pool and converting any portion of the IRA subjects his total to taxes. Our CPA did not catch this in 2023, which is a whole other issue (unless I'm wrong), but it's created a cluster for filing our taxes in 2024 and now 2025. I sent in the amount we owed, but have not been able to file 2024, so I'm actually looking for help on how to report everything. The CPA did not record the portion converted to Roth as excess, but he did report a basis for both of our taxpayer IDs because there were previous years we had contributed to Roth IRAs using after tax dollars, where we didn't document anything because the 5498 comes out way after the filing date. (Yes, this ha

annuity information

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