Retirement tax questions

I am retiring on July 31, 2026 at age 62. I will not be working after that. I will be applying for Social Security soon, but need to tell them how much tax to withhold. I have no idea. Can someone guide me here, please? I don't have an Accountant. 

You took my face because the check was late will you take them again

IRS disputed my social security benefits deduction for 2025 computed by Turbo Tax. Citing Publication 915.

My husband took an early withdrawal from his 401k and rolled the rest into an IRA when he lost his job.  I'm in the state side of turbotax and it is asking us to Choose the description or type of retirement distribution that best matches your Pennsylvania retirement from the list below.  The code he has is a "1". I'm thinking it is early distribution from 401k.... Is that correct ? He is only 51 and not eligible to retire.  Then it asks for a basis but no explanation what that is?

I also get a bi-weekly salary from the s corp and the distribution of cash is in line with the same percentage basis of my share ownership.

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

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.

Adding box 2 and 3 and it says its incorrect

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

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

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I don't know what to put in the tax fee amount previously recovered re: annuity

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I entered total Soc Sec from box 5 on the  SSA-1099. Completed the remainder of the income section. In the Federal Tax review, the total income used includes 100% of the Soc Sec income when it should be only 85% according to IRS publication 915-Worksheet 1 and using my other income show in Turbo Tax. Is there a solution?

box 1 shows 28,000.00 Box 2a "taxable amount" shows 12000.00

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I am estimating 2026/2027 MAGI for the purpose of reducing IRMAA, SSA-44. Due to an upcoming retirement, June 2026, annual income will be significantly reduced, lower W2 income in 2026 and no W2 income in 2027, married filing jointly. The amount used to determine MAGI was taken from Line 11 on the 2024 1040 tax form. This amount is the sum of several items including Capital Gain or Loss, line 7. My questions are: does line 7 on the 1040 include a net figure for Capital Gains and Losses? If there are an equal amount of losses to counter the gains, would line 7 add nothing to line 11? If losses are greater than gains, could the residual loss reduce other items such as Taxable Interest and Ordinary Dividends?

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Benefits Began:  5/30/2007Date of first regular monthly payment: 10/01/2007Turned 55 years of age on 06/10/2009 I can not determine what date Turbo Tax wants me to use as the annuity start Date.  I tried 10/07, 05/07, 06/09, 07/09 and 10/09. I tried 10/01 in case it wanted month and day.   I even tried 01/25 to see if it wanted just this year's info.   All say "Not a Valid Date"   Can someone tell me what date the program is looking for?

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