Retirement Tax Tips and Answers | TurboTax® Support

Retirement tax questions

Video Guide on Entering Qualified Charitable Distributions (QCDs) for the 2025 Tax Year

If you are aged 70 1/2 or older, a Qualified Charitable Distribution (QCD) offers a powerful way to reduce your taxable income while supporting your favorite charities. A QCD is a transfer of funds made directly from your IRA (excluding active SEP or... read more

Retirement Video Guide 2025: Entering Your Required Minimum Distribution (RMD)

The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year. If you turned 73 in 2024 or earlier, understanding these rules and accurately reporting the income on your 2025 tax return... read more

Traditional IRA vs. ROTH IRA: Which is better?

Which is better depends on your financial goals, income, and tax situation. While nobody can predict future tax laws, we have a fairly good understanding that more income usually means higher tax rates. For tax planning you should consider your curre... read more

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

Mich MI‑1040CR. TT does not include nontaxable pension income in THR. Mich requires ALL pension income to be included. TT calcs wrong Homestead Property Tax Credit

The State Forms Team needs to fix this. Michigan has changed the pension taxable amount from 25 - 50-75 and now 100% (up to 75k for single). those amounts need to be added back in for proper calculation of homestead property tax credit.

Did anyone file a Michigan Return and Turbo Tax subtracted the entire pension amount for us (born 1952) instead of the standard deduction limit. How can I report this?

How many years back do I have to consider to calculate my net regular contributions to my ROTH IRA?

What years, prior to 2021, should I consider when computing my net regular ROTH IRA contributions?

Doing form 1099-Q, for some reason the Box1: Gross Distribution is saying that is incorrect even though the numbers are adding up. Seems to be a website issue

Adding box 2 and 3 and it says its incorrect

1099-r Line 16 will not accept a blank or 0

This gives a pink error box. I believe it will not accept electronic filing with this error.

I had my refund reduced significantly and the IRS sighted code 807, Reduce or Remove W-2 or 1099 withholding. What steps I can take to recover my full refund?

This answer has been verified for accuracy by an Intuit expert employee Do I have to claim my husband social security disability in NC. I thought that wasn't taxable?!?!

Can someone ⁶ help file my 1099 -NEC this is my first time filing a 1099 i want to make sure im doing it correctly

Can I get a call to get help filing my 1099-NEC

Can I enter an amount for 2025 employer and payroll contributions (Box 12 of your W-2) if its greyed out?

I paid for early refund, it was accepted by IRS 2-12-26, it’s stuck in limbo what do I do to fix this? You guys checked it first so I’m confused, why pay early refund.

Top Contributors

User

Count

Meet your expertsAll Experts >

Employee Tax Expert

Enrolled Agent

Employee Tax Expert

CPA, Esq, LL.M (tax)

Employee Tax Expert

Enrolled Agent with 46 years of experience in all phases of tax

Spotlight

Tax Questions: Who's Your Expert?

Win $100! The W-4 Sweepstakes. Reply for entry.

New Tax Deductions & Changes - One Big Beautiful Bill Act (OBBBA)

Expert does your taxes

Do it yourself

Resources

Support

Featured Topics

Video Guide on Entering Qualified Charitable Distributions (QCDs) for the 2025 Tax Year

Retirement Video Guide 2025: Entering Your Required Minimum Distribution (RMD)

Traditional IRA vs. ROTH IRA: Which is better?

Retirement Plans: Taxing Distributions!

Retirement Plans: Tax Savings Galore!

Mich MI‑1040CR. TT does not include nontaxable pension income in THR. Mich requires ALL pension income to be included. TT calcs wrong Homestead Property Tax Credit

Did anyone file a Michigan Return and Turbo Tax subtracted the entire pension amount for us (born 1952) instead of the standard deduction limit. How can I report this?

How many years back do I have to consider to calculate my net regular contributions to my ROTH IRA?

Doing form 1099-Q, for some reason the Box1: Gross Distribution is saying that is incorrect even though the numbers are adding up. Seems to be a website issue

1099-r Line 16 will not accept a blank or 0

I had my refund reduced significantly and the IRS sighted code 807, Reduce or Remove W-2 or 1099 withholding. What steps I can take to recover my full refund?

This answer has been verified for accuracy by an Intuit expert employee Do I have to claim my husband social security disability in NC. I thought that wasn't taxable?!?!

Can someone ⁶ help file my 1099 -NEC this is my first time filing a 1099 i want to make sure im doing it correctly

Can I enter an amount for 2025 employer and payroll contributions (Box 12 of your W-2) if its greyed out?

I paid for early refund, it was accepted by IRS 2-12-26, it’s stuck in limbo what do I do to fix this? You guys checked it first so I’m confused, why pay early refund.

Unlock tailored help options in your account.

Get more help

Ready to start your taxes?

Do you have a TurboTax Online account?

Featured Topics

This answer has been verified for accuracy by an Intuit expert employee Do I have to claim my husband social security disability in NC. I thought that wasn't taxable?!?!

Unlock tailored help options in your account.

Get more help

Ready to start your taxes?