turbotax icon
turbotax icon
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Yes No
Retirement tax questions
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
or Ask a Question

Featured Topics

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
HollyP
Employee Tax Expert HollyP ‎Posted November 10, 2025
1
0

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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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
HollyP
Employee Tax Expert HollyP ‎Posted November 10, 2025
0
0

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
KarenL
Employee Tax Expert KarenL ‎Posted September 25, 2025
0
0

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
KarenL
Employee Tax Expert KarenL ‎Posted October 10, 2024
1
0

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
KarenL
Employee Tax Expert KarenL ‎Posted October 3, 2024
0
0

Form 8606 can't be triggered

jwengtan
jwengtan ‎Posted 3 hours ago
0
0

What is the Social Security Administration TIN? There is none listed on my 1099, but Turbo Tax requires it?

Turbo Tax requires the Social Security Administration payer’s TIN. There is none on my 1099. Where is it?
dxcsr13
dxcsr13 ‎Posted yesterday
0
0

my 1099R box 2a is 0, why turboTax still tax the difference between box 1 and 5? how can I correct it?

pz_1998
pz_1998 ‎Posted yesterday
0
0

Does anyone have an issue with Turbo indicating a Tax on excess accumulations in your retirement account & you owe thousands more than you calculate along with your bank?

I only have 1 1099R which includes my conversion which I did not pay taxes on either.
Cork1e
Cork1e ‎Posted yesterday
0
0

Box 12a on my W2 says "II". This is not an option in your drop down list for Box 12. What should I do since I cannot move forward?

According to my employer, Box 12 filled with "II" means Medicaid waiver payments excluded from gross income.
tom-panacci
tom-panacci ‎Posted yesterday
0
0

DOES TURBO TAX CATCH AN ERROR THAT I MISSED ENTERING MY SOCIAL SECURITY BENEFIT

judibootie
judibootie ‎Posted yesterday
0
0

How do I get my 1099-G ag payments to show up as taxable on line 4b of Schedule F and not just line 4a?

dgeorge23
dgeorge23 ‎Posted 3 weeks ago | Latest post yesterday by SharonD007
0
4

1099-R for my wife (Texas Teachers Retirement)

I am putting the info from it into Turbotax and the program is asking me questions I don't recall ever being asked before. The state of Texas determines how much of her pension is taxable and how much is tax free. We don't use the simplified method o... read more
bryce_in_tx
bryce_in_tx ‎Posted March 2, 2026 | Latest post yesterday by herded-c0w
0
10

1099-q boxes 2&3 empty, can’t find area to add the fair market value in TurboTax

I used my ESA college money for only non-qualified expenses in 2025 and received a 1099Q with empty fields for boxes two and three. The IRS Help says not to enter anything in boxes two and three if the 1099Q form is blank and instead to report the fa... read more
Kimknutson2
Kimknutson2 ‎Posted 3 weeks ago | Latest post yesterday by LBP26
0
3

i have reviwed my 1099 B pulled from the bank and it doesn't allow me to mark reviewed

dion8801015
dion8801015 ‎Posted yesterday
0
0
Load More

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Top Contributors
View All
Meet your expertsAll Experts >
RogerD1
I am in my 13th season as a tax professional and my 10th season as an enrolled agent
LaShaunA3
Enrolled Agent with 13 years of experience helping individuals and business owners navigate the tax code. I en...
MelindaS1
Technical tax professional, Certified Public Accountant, happy to help.
CesarJ
EA , Master's of Taxation
ReneV4