Retirement tax questions

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I have not received any 1099s or W2s, is necessary to report this income?

"We need to know if either you or (your spouse) received any lump-sum Social Security payments in 2025 for 2024 or earlier."

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We are seniors but only husband is disabled - wife is the one receiving CalPERS retirement benefits.

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If so, what forms would the premiums be included on?

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2025 turbo tax online

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Form 1099-R. $101.14 withheld

I swapped BTC for XRP. I did not receive a 1099-DA. There will be long term capital gains.

Turbo Tax Deluxe will not let me finish the 1099R section (under Retirement Plans). I saved the return last night before I closed the program. And now in Turbo Tax when I open the return a Popup message says,I think you should finish updating where you left off--So I click OK and it keeps going in a loop, I cannot get past this Popup message.Appears Turbo Tax has some problems this year. Anybody know how I can get out of this mess.  I'm thinking I need to just start a new return all over again. But it's gettihg near time to file and I don't know what's going on with this software?Appeciate any help

I'm on the SS website but don't see a report showing earnings paid me for 2025. How do I find that information?

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Annuity information. Annuity Start Date. should not be completed. Distribution code 3 in Box 7 indicates that this distribution results from disability and the recipient is below the minimum retirement age. The Simplified Method calculation cannot be used as the recipient does not begin recovering any costs until minimum retirement age is reached. Please verify the codes in Box 7 or remove your entries on the Simplified Method Worksheet. 1) there is no distribution code for box 7 on the RRB-1099-R. what is it talking about. 2) how do i get to the simplified Method worksheet?

to avoid the 10% tax

It is not specifically asking me if these contributions are non-deductible

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Hello, I just e-filed my taxes and selected the option to pay: "Withdraw from my Bank Account" and I entered in my routing and account #. I selected today's date for my payment date... but will the payment not be made until e-file is accepted? Should I trust payment will go through?

Please help me! I have a 1099-R and program is treating it like an annuity. It is not. I pay taxes on it.

need expert to do my 1099-b

I didn't receive one.