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Retirement tax questions
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Featured Topics

Excess HSA Contribution Problems Due to Medicare Enrollment-6 Month Rule

Hello, In April 2024 my wife filed an application for Social security benefits (she will be 70), which she supposed to receive in July 2024. Because of this, she was automatically and retroactively enrolled in Medicare part A. She is still working an... read more
Boomhauser
Boomhauser ‎Posted Monday | Latest post 52m ago by dmertz
0
5

I contributed to IRA after filing return for 2023.Do i need to file 1040-X along with 8606 to report the IRA contribution as non-deductible ? Or only 8606 form is enough?

narkhsa1
narkhsa1 ‎Posted yesterday | Latest post an hour ago by fanfare
0
1

Penalty for early IRA withdrawal

I need to take money out of my IRA but because I'm younger than 59.5 it will have the 10% penalty on it. The withdrawal calculator asks how much you would like to receive in your account and then has areas where you can fill in the tax percentages fo... read more
arlia673
arlia673 ‎Posted yesterday | Latest post yesterday by VolvoGirl
0
4

I took an IRA withdrawal to be place back in the IRA within 60 days to avoid a taxable event. Does IRA qualified funds to beplaced in the same IRA or just an IRA product?

sstromsk
sstromsk ‎Posted yesterday | Latest post yesterday by VolvoGirl
0
1

Fix overcontribution to Roth IRA via recharacterization after filing

I made a last-minute contribution to my Roth IRA on April 15 this year after discovering that I was eligible for a match. I had already filed my federal return months prior. Cut to today: I realized I was over the income limit to contribute directly ... read more
PAccisano
PAccisano ‎Posted Sunday | Latest post yesterday by PAccisano
0
7

I got an IRS notice. Asking for 'Statement of benefits on retirement income indicating the date issued, gross amount, taxable amount and withholding'. Where can I get it?

kannan_ninpsg
kannan_ninpsg ‎Posted October 26, 2022 | Latest post yesterday by VolvoGirl
0
9

TORNADO IN 2020 AND NO FEDERALLY DECLARED DISASTER. HOW CAN I CLAIM THIS LOSS?

I survived a tornado in April of 2020 (Covid lockdown) but my 120 year old farmhouse did not fare so well. My insurance was useless and I took a distribution from my 401 K to repair my home under the Cares Act (Thank you Trump!). How do I claim my lo... read more
Gina2020
Gina2020 ‎Posted Tuesday | Latest post Tuesday by rjs
0
1

I do not have a 1099 B form, and i do not think i need one

RandyRaw
RandyRaw ‎Posted June 29, 2020 | Latest post Tuesday by JotikaT2
0
6

Excess ADP 401K contribution in 2021, but got a 1099-R in 2022 with code 8 in box 7

Had an excess ADP 401K contribution of $7000 in 2021, but got a 1099-R in 2022 with code 8 in box 7. ADP issued the withdraw check on Dec 31, 2021. But the actual auto deposit by ADP happened on March 30, 2022. So, I ended up with additional income o... read more
lcai69
lcai69 ‎Posted Tuesday | Latest post Tuesday by dmertz
0
1

My spouses Form SSA 1099 has a $ amount in box 4. Where do I enter it?

SSA 1099 deductions for work or other adjustments
michaelrabb7-gma
michaelrabb7-gma ‎Posted Monday | Latest post Monday by DoninGA
0
1

I received a 1099-R for a 401k rollover. Do I need to report this still? Are they counting it as income?

Zimmerman110
Zimmerman110 ‎Posted January 31, 2024 | Latest post Monday by KristinaK
0
6

Error at the very end

hit a snag
aaronmooradian-h
aaronmooradian-h ‎Posted Monday | Latest post Monday by LenaH
0
1

CSA1099R

I was given a CSA 1099R - age over 65:1. $10,9862a. unknown5. $14077. 3 disability9b $3905 What should be placed in 2a for taxable amount
tlyn4
tlyn4 ‎Posted Monday | Latest post Monday by tlyn4
0
2

I am trying to add my 1099 social security benefit statement, cannot find anywhere., also file my 1098 cannot find anywhere.

i have the form ssa-1099 but turbo tax does not show where to enter into my taxes
eurostar
eurostar ‎Posted Monday | Latest post Monday by DoninGA
0
1

The tax payment scheduled via TurboTax did not come out of my bank (no attempt was made). The automatic withdrawal is clearly stated in the instructions.

ecbricker
ecbricker ‎Posted Monday | Latest post Monday by VolvoGirl
0
5
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