TurboTax

File your taxes
File your taxes
Ways to file
Other filing options
Business taxes
Business taxes
- Filing options
- Year-round tax advisory
Refunds & loans
Refunds & loans
Refund options
- Refund Advance
- Early tax refunds
Loans
- Personal loans
Resources
Resources
Filing support
Tax calculators
Learn
Tax filing options
Pricing

Community

Community
Community

TurboTax

Avec l'aide d'experts
Avec l'aide d'experts
Vos impôts avec un expert

Un expert vous aide à faire vos impôts
TurboImpôt Conseils d'expert

TurboImpôt Travailleur autonome
Années précédentes
Je fais mes impôts
Je fais mes impôts
Faites vos impôts vous-même

Nous vous guiderons étape par étape
TurboImpôt Solo

TurboImpôt Travailleur autonome

TurboImpôt bureau
Comment fonctionne TurboImpôt Gratuit

Activer votre produit

Années précédentes
Situations fiscales
Situations fiscales
Situations fiscales

Obtenez plus de conseils pour les gros changements dans votre vie
Pour les investisseurs

Pour 25 ans et moins

Pour les travailleurs autonomes

Pour nouveaux arrivants

Pour les changements de vie
Ressources
Ressources
Ressources

Explorez les outils fiscaux, obtenez des conseils et lisez les commentaires
Calculatrice d’impôt sur le revenu des particuliers

Calculatrice d’épargne pour les REER

Centre d’apprentissage

Soutien TurboImpôt (FAQ)

Communauté TurboImpôt
Prix

TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Connectez-vous à TurboImpôt

News & Announcements
Events

Create a Post
Sign in

Home
Discussions
Taxes
Retirement tax questions

Retirement tax questions

10000+ Topics
168,163 Replies

All Topics
Questions
Conversations

10000+ Topics

Most replies

Most views

edoltmannLevel 1

Retirement tax questions

I retired in 2024. I did not have any earned income in 2025; but continued to contribute to a Traditional IRA ($2400 for 2025). How do I fix this?!?

I contributed to a Traditional IRA in 2025 even though I am retired and have no "earned income".

461

5 months ago

lisagriffis2022Level 1

Retirement tax questions

As a retired Federal Law Enforcement officer am I eligible for a deduction of 3,000 for heath insurance premiums? Box 5 shows 2066.32

No text available

361

5 months ago

matthew-oleson2147Level 1

Retirement tax questions

Why is it TurboTax is suddenly trying to make me pay for deluxe due to Additional Medicare Tax (Form 8959) that our joint income doesn't even come close to qualifying for

No criteria are met to require this form, and yet, the online program is trying to force it in order to make me pay. Seems like such a scam; the only way to remove it is by paying.

131

5 months ago

mrmarks965Level 2

Retirement tax questions

Form 5329-T 2025

Yesterday (1/27/2026), TurboTax Premier Desktop  said Form 5329-T would be available today (1/28/2026). Now it says, Available Soon.  Why the delay?  When will it be available?

5 months ago

FletchIVLevel 1

Retirement tax questions

SSDI

My wife receives social security disability benefits and is 57 years old. I'm filling out her tax return as married, filing separately. I enter her income, and this is the only number in the system I have entered, and it states she owes over $1k. If SSDI is not taxable, why would she be subject to any taxation?

463

5 months ago

dan-richardson29Level 1

Retirement tax questions

I have an inherited IRA from my father who passed away in 2020. I have not been taking RMDs each year. Will I be penalized by IRS? Company admits with was their error.

IRA company admitted automatic deductions of RMDs should have been set up. They provided a letter stating this was their error.

5 months ago

mikecpharmdLevel 1

Retirement tax questions

Roth IRA withdrawal prior to 59.5 - I withdrew some of my contributions only. Turbotax correctly says I don't owe Federal but is charging me State. How do I fix?

The RothIRA was initially rolled over to my current plan. I only withdrew from my contributions. TurboTax is correctly saying I don't owe Federal Tax but is charging me hefty PA taxes. How do I correct this?

381

5 months ago

lvsnailsLevel 1

Retirement tax questions

how do i enter my csa 1099R from opm? Is my pension an rmd? What account does it come from?

No text available

211

5 months ago

Instant Level 2

Retirement tax questions

I can’t find where to enter my rollover contributions. Where do I find it on the return?

Can anyone tell me where I put my rollover  Contributions?

212

5 months ago

swaldrop3792Level 2

Retirement tax questions

When will Turbo Tax have Qualified Disaster 401k Distributions ready to enter? Turbo Tax saying not ready to enter tax data.

No text available

311

5 months ago

aylorgaryLevel 1

Retirement tax questions

How do I enter a 1099-R amount which includes Federal retirement benefits and none taxable FERS annuity benefits

Which box do you check when entering a 1099-R amount that includes Federal retirement benefits and none taxable FERS benefits in Oklahoma.

321

5 months ago

SassyKiddoLevel 1

Retirement tax questions

I got 2 SSA-1099's, one for $14328 and the other for $4104. Do I add those together since there isn't another area to enter it into?

Or was it a lump sum amount that I forgot about getting in 2025.

101

5 months ago

jweldyLevel 1

Retirement tax questions

Oregon Taxes prepaid at IRA withdrawal does not show?

Oregon Income Tax paid at IRA destribution.

5 months ago

3000NARLevel 1

Retirement tax questions

My 1099NEC does not have a State Number showing.. yet Turbo Tax is asking for that and saying it's required info. Any Thoughts?

No text available

231

5 months ago

jclewiscfpLevel 1

Retirement tax questions

Where can I list a Solo Cash Balance Plan Contribution?

The Retirement Plans screen doesn't mention a Solo CB plan at all.

221

5 months ago

rhvogesLevel 1

Retirement tax questions

Withdrew from my Roth IRA for education before 59 1/2. How do I report it on my tax return?

No text available

191

5 months ago

mclan11959Level 1

Retirement tax questions

WHy is turbo tax not completing the retirement income exemptiom for vt

No text available

181

5 months ago

ronjpateLevel 1

Retirement tax questions

How is 6A and B calculated when I have two W-2s. 1 SSA 1099 and 1099 R. Do you add them together and subtract 1/2 to go on line 6b.?

No text available

121

5 months ago

alwatkinsLevel 1

Retirement tax questions

My son is disabled and received $21600 in social security and $3440 in salary in 2025. Should I file a tax return for my son for 2025?

No text available

542

5 months ago

mauijaneLevel 1

Retirement tax questions

IRA DISTRIBUTIONS - CAN'T ENTER????

IRA distributions- I can't enter. It just says "available soon". When will this be ready?

5 months ago

scooter064Level 1

Retirement tax questions

Ebay selling

I didn't receive a 1099 for selling personal items on ebay at a loss do I have to report this? If so how?

141

5 months ago

twotrack91Level 1

Retirement tax questions

Is there a special section to type ITIN numbers? I've tried typing it in Social Security Number section and it just tells me its incorrect for Social Security Number.

The blank area says, "Social Security Number or ITIN" but when I try to type in my ITIN, it tells me its incorrect.

121

5 months ago

emily-ann-penningtonLevel 1

Retirement tax questions

Why is the system showing I have Additional Medicare Tax if my income is under the threshold and how do I remove it?

No text available

231

5 months ago

user17695678667Level 1

Retirement tax questions

FORM 1099-R

WHERE I HAVE TO PUT THE FORM 1099-R IN TURBO TAX HOME AND BUSINESS

131

5 months ago

dymes216Level 1

Retirement tax questions

I withdrew $4,999 from my Robinhood Crypto account (ETH) in 2025, but did not/have not received a form 1099. Do I need to claim this on my taxes? If so, how?

No text available

191

5 months ago

Show more activity

Unlock tailored help options in your account

Create an account

Simple returns, 100% free

~37% of filers qualify. Simple Form 1040 returns only (no schedules except EITC, CTC, student loan interest, and Schedule 1-A).

Get started with TurboTax

Get answers to all your tax questions

Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

Explore your options

Find your perfect tax expert

From investments to side hustles, a local expert is matched to your unique needs.

Terms & Conditions Accessibility statement

Sitemap

About Intuit
Join Our Team
Press
Privacy
Security
Software and Licenses
Trademark Notices
Affiliates and Partners
Accessibility

©1997-2026 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.

About Cookies Manage cookies

TurboTax Products & Services

TurboTax Online Login Personal Tax Software Free Canadian Tax Software Business Tax Software Family Tax Software Self-Employed Tax Software TurboTax Expert Full Service Mobile App

Tax Situations

Tax Filing for 25 and Under Tax Filing for Students Tax Filing for Newcomers Tax Filing for Investors

Tax Resources & Information

TurboTax Hub Income Tax Calculator RRSP Calculator TurboTax Community Canadian Income Tax Forms Where to Buy

About TurboTax Software

TurboTax Guarantees TurboTax Security Why TurboTax is better CRA NETFILE Certified

Other Intuit Products & Services

TurboTax USA Professional Tax Software Accounting Software

About Intuit
Join Our Team
Legal
Privacy
Affiliate Program
Accessibility

© 2026 Intuit Canada ULC or its affiliated companies. All rights reserved. Intuit, QuickBooks, QB, TurboTax and ProFile are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Copyright © Intuit Canada ULC, 2026. All rights reserved.

About Cookies Manage cookies

Produits et services TurboImpôt

Connexion à TurboImpôt en ligne Logiciel d’impôt pour particuliers Logiciel d’impôt canadien gratuit Logiciel d’impôt pour entreprises Logiciel d’impôt pour familles Logiciel d’impôt pour travailleurs autonomes Application mobile

Situations fiscales

Déclarations de revenus pour les 25 et moins Déclarations de revenus pour les étudiants Déclarations de revenus pour les nouveaux arrivants Déclarations de revenus pour les investisseurs

Ressources et renseignements fiscaux

Centre TurboImpôt Calculatrice d’impôt sur le revenu Calculatrice REER impot/logiciels/ou-acheter Communauté TurboImpôt Formulaires d’impôt canadiens

À propos des logiciels TurboImpôt

Garanties TurboImpôt Sécurité TurboImpôt Pourquoi TurboImpôt est le meilleur choix Homologué IMPÔTNET de l’ARC

Autres logiciels et services d’Intuit

TurboImpôt États-Unis Logiciel d’impôt professionnel Logiciel de comptabilité

À propos d’Intuit
Joignez-vous à notre équipe
Renseignements juridiques
Confidentialité
Programme d’affiliés
Accessibilité

© 2026, Entreprises Intuit Canada ULC ou ses sociétés affiliées. Tous droits réservés. Intuit, QuickBooks, QB, TurboImpôt et ProFile sont des marques déposées d’Intuit Inc. Les modalités, prix, fonctions et options de service et de soutien peuvent changer sans préavis.

© 2026, Entreprises Intuit Canada ULC. Tous droits réservés.

À propos des témoins Gérer les témoins

Sign up

Already have an account? Login

Login with SSO

Let's get you signed in

No account yet? Create an account

Login with SSO

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview