Retirement tax questions topics

Is the recipient of the distribution not the designated beneficiary?

Wood8 — Tue, 07 Apr 2026 02:26:02 GMT

If the box on 1099-Q is checked, should click 'Yes' or 'No' at TurboTax's 'Other Form 1099-Q information' page? Is 'Yes' = 'Yes, the recipient is the beneficiary'? Is 'No' = 'No, the recipient is NOT the beneficiary'? The wording on TurboTax is confusing.

Ers retirement credit contribution define it for me

Shelea — Tue, 07 Apr 2026 01:19:02 GMT

I want to know why if this is credit toward retirement funds why isn't it compared as a 401k when it distinctly builds your retirement credit as you work to gain retirement annuity but why does ssi treat this like a 401k when it is not? Thought it is building up to a pension plan eventually. They need to leave it open for ticket to work does not make sense for ssi/ ssdi recipients to have to roll it over or refund it. It builds more retirement .Do not understand as long as it is non liquidated. Makes no sense.

I am reporting my husbands 403B Income. I am being asked about this annuity. The plan is not an annuity. What can I do?

lvearp — Tue, 07 Apr 2026 01:07:30 GMT

How do I delete the questions regarding an annuity?

RE: Colorado Pension and Annuity Exclusion - I received distributions from a 401(K). does that qualify for the exclusion?

salanner — Tue, 07 Apr 2026 00:56:24 GMT

What is the taxable income for the tax amount amount of $1,068.24 at the rate of 6%?

johnnyspacek — Tue, 07 Apr 2026 00:44:46 GMT

Received a 1099-NEC for a medical study. What type of income should I check as none of the options look correct?

applegatej — Tue, 07 Apr 2026 00:10:59 GMT

I'm supposed to put a box 12 amount, but it doesn't specify which box. It says the amount is followed by code M but it's the opposite. Should I put the code M amount here

noelle-karavis — Mon, 06 Apr 2026 23:45:50 GMT

Do I still need to report an IRA with a brokerage firm? I didn’t receive any distributions and RMD was withdrawn from another account. What do you think?

gailko06 — Mon, 06 Apr 2026 23:38:30 GMT

how to enter ssa-1099 earnings

jmhorton3 — Mon, 06 Apr 2026 23:36:45 GMT

How do i enter my Social Security income?

tjs722 — Mon, 06 Apr 2026 23:32:57 GMT

How do i input my Social Security income? I have a SSA-1099 and i don’t know which turbo tax form do i use?

can Medicare C premiums taken fmonthly from a pension be deducted?

ebh04 — Mon, 06 Apr 2026 23:19:20 GMT

Federal tax deduction software error

flemingjeand — Mon, 06 Apr 2026 22:22:13 GMT

While I don't not have a question, this mesaage is posted for awareness. I filed 2025 Federal and State taxes on Feb 11th 2026. After waiting for a federal refund I received notice from the IRS that I owned Federal Tax. I contacted the IRS and learned the Turbo Tax software did NOT calculate my part time income correctly. I spoke with a Turbo Tax expert and they agreed the software did not calculate the taxes due on social security income correctly. The software stated Zero taxes (0) taxes however it should have been taxed at 85%. The turbo tax expert and I walked through my return and and they acknowledged the error. They stated IT would be notified. I am not sure if they plan to follow-up with me or not, but I wanted to make others aware.

I missed my first RMD in 2024 when I turned 73. I realized the mistake and withdrew the RMD in Feb 2025 My Turbo Tax 1040 shows a 25% penalty. What do I do?

jake-irish — Mon, 06 Apr 2026 22:21:51 GMT

I was late on my first RMD but before the April 1, 2025 deadline. My 2024 and 2025 RMD's were lumped together in 2025's 1099R why am I getting $410 penalty?

If my early 401k withdrawal is exempt from the 10% penalty, why is turbo tax still deducting it from my refund?

dd3789 — Mon, 06 Apr 2026 21:51:37 GMT

My 1099-R form box 7. has a 1, but I paid over 7.5% in medical expenses and therefore I am exempt from the 10% penalty, but turbo tax is still deducting the 10%.

My wife received a 1099-NEC from her mother's place of employment after her passing. How should I identify that as a source of income?

bennettjason88 — Mon, 06 Apr 2026 21:04:07 GMT

OPERS category for box 14

LKBond — Mon, 06 Apr 2026 20:42:01 GMT

OPERS is Ohio’s state pension plan for their employees. What category does this fall under for Box 14? I see other State’s retirement plans listed but not Ohio. Should I put Other/Not classified, and if I do so will this negatively impact my tax return?

why is it stating that there's no tax penalty for your early retirement distribution?

gary-heinrich15 — Mon, 06 Apr 2026 20:28:53 GMT

I can't find where you put RRB-1099-R info in?

jimrosepoppe — Mon, 06 Apr 2026 20:27:16 GMT

Place to enter form RRB-1099-R

Where to put "EMPLOYER PROFIT SHARING" contribution for 401K self-employment retirement plan?

kellysicoli — Mon, 06 Apr 2026 20:19:53 GMT

Maryland individual sales and use taxes ST-118

tiredofglitches — Mon, 06 Apr 2026 20:11:32 GMT

Does anyone know if turbotax still gives you the option to just estimate purchases bought out of state and brought into state for the purposes of sales and use tax?