Retirement Tax Tips and Answers | TurboTax® Support

Retirement tax questions

Retirement Plans: Taxing Distributions!

Is it time to retire? You’ve worked your whole life - setting aside some of your hard-earned dollars to ensure a comfortable retirement. Now it’s time to reap the benefits of your savings! Know your options and gather the knowledge to reduce taxes, e... read more

Retirement Plans: Tax Savings Galore!

The best place to begin your retirement tax savings is with expert knowledge! You’ll find that in the The Golden Years Guide to Tax-Free Retirement, which is filled with great tips from financial experts in-the-know. Most people are familiar with a 4... read more

I want a copy of my 1099 that was filed for year 2022

Hi happy to be here 😊 you're kingly support me with my account tax should I know how's can or longer can have Tax.1099.1040.irc.does to get by pdf documents please thk

"l reconciled transactions last month and everything was cleared. But, this month, l See adefferent beginning. What's wrong?"

how do i get the 1099 k form off of my income i didnt have any of that

If I pull money from my 401k to pay for my childs college, what will i need to file on my taxes in 2025?

What do I do if I don’t have my spouses social security number?

He refuses to provide it

How can I retrieve the individual amounts of my different pensions for prior tax returns, since the returns only have the total of all pensions?

I need this, going back to 2017, in order to prove something to the Social Security Administration.

I had an excess Roth IRA contribution in 2022 that I recharacterized. The excess amount was added again to my 2023 return and I paid a penalty. How do I fix this issue?

I amended my 2022 return due to the recharacterization and was refunded the tax penalty for that year. I believe TurboTax pulled my original 2022 return and applied the excess contribution into my 2023 return. I want to amend my 2023 return but I did... read more

Thank you, Collette, "Tax Expert, Attorney" for condescendingly and falsely telling me that I cannot withdraw my own contributions from my Roth IRA without a penalty.

I especially appreciated your concluding remark in your email: "You may choose to follow my advice, or choose to ask someone else. I highly recommend you trust professionals when they advise you." I would love to find a professional. Maybe there is o... read more

I retired from Virginia Tech as a professor. Is my pension RMD obligated?

This answer has been verified for accuracy by an Intuit expert employee How is the new overtime deduction calculated? The talk is that those making time and half after 80 hours only are able to deduct the extra 50% per hour, not full 1.5.

This is referring to those that are FLSA non exempt. The question is if I make 15k in OT, is all 15k deductible (ignoring income limits) or is it only 5k (the extra 1/2 time per hour)?

Backdoor Roth IRA 2024 - Turbotax is taxing the entire amount of the conversion (which is incorrect - the conversion amount is the same amount as the basis from the non-deductible IRA that I am converting to Roth.

I uploaded the 1099-R information directly from Vanguard.Box 1 and Box 2 both reflect $7,000 Box 2b is checked (taxable amount not determinedBox 7 reflects Code 2-Early distribution, exception appliesThe result with this uploaded information is that ... read more