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Retirement tax questions

Form 1099-R

I entered my 1099-R forms under the W-2 section. Do I need to file an amendment?

Box 20 Code Z has been selected but no Section 199A income has been entered on Statement A

Hi, I don't know why I keep getting this error. I have entered an amount next to the Code Z and re-run Smart Check and it is still giving me the error. Please help!

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

I just filed my fed 1040- but think I forgot $11,000 Soc Security on it-- IRS says "We have it- but its pending"- Is it too late for me to reopen my 1040 +add my Soc Sec?

I think its too late to get my just-filed, about 30 min ago, 1040 back, reopen it, and report that $11,000 in Soc Sec., that is somehow not reported on it--- no?

Excessive/Ineligible Contribution to Roth IRA Many Years Ago

I just realized that I wasn't eligible to contribute to a Roth IRA for the tax year of 2019 as I was in school and earned no income. However, I contributed $898.70 to my Roth IRA for that tax year as I didn't know the rules at that time. As it is now... read more

How do I calculate the plan cost at annuity date if this was giving to me from my dad?

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

I have not had to file the past few years as my income is social security. I need to file to get $600 paid by 401K withdrawal

How do I file to receive $600 back on taxes?Code 14410Thank you

Is there another place to find Payer's TIN on a SSA-1099-SM?

There's no other spot for the TIN that I can find.

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.

My state taxes have still yet to be debited from my checking account but I believe I declared an auto withdrawal for a day or two ago. Should I be worried? What to do?

Need to delete 2 1099's

I have the same information repeated 3 times how do I delete them?

Is it normal for Box 18 on my W-2 form to be filled, but not Box 20?

Not eligible for roth contribution after marriage

Hi,My wife and I got married in 2023. She was contributing to Roth for 2023. Our joint income is higher than the limit for Roth contribution, and thus we are not eligible for Roth anymore. So, my wife withdrew her 2023 contributions. She has not rece... read more