Retirement Tax Tips and Answers | TurboTax® Support

Retirement tax questions

I withdrew money from my IRA to purchase my first home, where do I indicate this on my return so that I am not taxed?

The exceptions listed do not include purchase of first home.

-How do I correctly enter a 1099-S for the sale of only 1% of a life estate? When I go to the other income to enter it, it puts me into a capital gains calc.

Is this entire 1% considered capital gains in this situation. When I entered the entire amount as capital gain, the program stated is not taxable, but does it require an upgrade and if so, to what.?

The original retirement plan owner is not dead. how to not include this

i'm being asked when was the original retirement plan owner born. but this does not apply to me

Hi, turbotax is not calculating my excess Social Security tax withheld by two employers. anyone knows how to fix this?

Should railroad retirment taxes count as income taxes withheld?

It doesn't seem like the amounts of taxes withheld in Box 14 are being counted as taxes I've paid. Should they?

It’s saying I’m missing information of my 1099-NEC but I put the information in that’s on the paper

How can I get my 1099 benefits information

Need to claim Colorado tomer 800 how do I do this

My medicare advantage plan does not have a federal id. How do i complete the form?

Overpaid Employee part of Self-employed 401K & received refund. How should I report it after 1099-R?

Hello Turbotax community, I am an idiot. I had a W-2 income, for which I maxed out on my 401K in 2023 and also had self-employment (solo proprietorship) income, where I started a solo 401K. I was wrongly under the assumption that I could claim $22500... read more

Roth IRA Return of Excess Contribution -- where there was a partial loss of value

[Re-posted to correct topic]I made in 2022 I made a Roth IRA contribution of $7000 for myself. In 2023 while preparing my taxes, I realized that I had earned too much money to make this contribution so I requested by brokerage firm to do a return of ... read more