Retirement tax questions

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

My 401k contains a mix of pretax, Roth, and after-tax contributions. The IRS says that withdrawals must be pro rated across sources. When I turn 73, I’ll have to make an RMD.Is that pro-rata across Roth/pretax/after-tax, or is it pro-rata across contributions/earnings?Do I get to specify that my RMD comes from solely the pretax funds or must I withdraw an aggregate that is large enough so that the pretax portion meets the RMD?

The taxable portion of my SS payments was omitted from line 6B on my returm. Why?

How do you know if your retirement funds you withdrew at 65 is exempt from taxes in Mississippi

I received a lump sum payment in 2025 for part of 2024 and 2025 benefits that I returned. Where do i enter on TT to claim this return?

I should not be paying taxes for my underage son for his SSA-1099 FORM 2025-2026 and there has been an error in filing.

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

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.