Retirement Tax Tips and Answers | TurboTax® Support

Do I have to list the information I received from Form 5498 on my taxes? I do no contribute to this account.

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Are overseas bank to bank wire transfers being taxed or should be reported to IRS? Is there a limit to avoid being taxed?

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If a retired FL resident had $900/month in SSec. benefits + an overseas annual dividend income (~$150K) from company shares, how much would they pay in taxes each year?

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I can't seem to find the EIN for Social Security Administration

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63 Replies 32731 Views

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I have a question regarding my 2023 return. I didn't file my 2023 return last year bc I didn't have the money. I will have the money to tomorrow. is that too late?

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I am from Europe and a US tax resident living in MN. In 2024, I withdrew $70,000 from my European 401k. My income was around $60,000. How much will I pay in taxes?

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I am currently retired military and disabled. I started making money doing doordash last week. If and when I get a 1099, can I file taxes and get the child tax credit?

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Should I add 2 1099-R forms from same payer together on tax form?

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THEIR IS NO AGI ON LINE 11 OF MY 2022 TAX RETURN

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I got a 1099-NEC for a payout from a "phantom stock plan" from a company I worked for decades ago. None of the TurboTax 1099-NEC options are remotely correct.

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Can I change gov retirement to civil service in my state return?

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Is a withdrawal from an IRA considered income if I used it for closing costs on a house?

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Unable to enter 1099r information. The name will not come up.The person yesterday was unable to help me.

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1 Reply 6795 Views

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Why does Turbotax have an option to "Maximize Contribution to Individual 401k" instead of asking how much I have contributed?

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Why can't I pay taxes on extension with a direct withdrawal from my bank account? TurboTax does not give me the option to withdrawal them from my bank account.

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Turbotax will not let me file because it says 1099-R box 14a for New York cannot be greater than gross distribution or state distribution. It is not. How do I fix this?

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Civil service retirement deduction isn't showing

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I received two1099-R, one of them has a distribution code of "G" on box 7. the other has a distribution code of "1M" on box 7. Should I be filing both?

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Where on turbo tax do I file 1099-R annuity payments one 1099-R received per joint filer

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Where can I access a Form 1099-R, retirement income?

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How to make a 1099-R basis adjustment within TurboTax? All distribution was rolled into a qualifying plan, but TurboTax is showing my basis as $0. It won't let me change.

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How do I edit my KW-2 form for total withholding

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I had an IRA withdrawal in 2023. Tax was deducted at 30%. I didn't get a 1099-R as my IRA account had wrong info. How do I report tax withheld without 1099-R?

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Form 80-160 Exemption amount from the state you are claiming a credit for taxes paid need to be entered or in not applicable, enter 0. Please help me determine.

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Does my new green card spouse pay state taxes with me? She does not have a job and it's her first time with a social security number. Her home address is now mine.

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Would my 401k withdrawals be exempt from early withdrawal penalty if I leave my current employer in Jan of next year even though I don’t actually turn 55 until September?

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I failed to take the 2023 RMD on my IRA until Jan 2024. What do I do? Complete and submit Form 5329 separately? Do I still report the distribution on my 2023 return?

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I inherited the money I used to open this IRA from my father’s IRA, does this count as inherited IRA even though his name is not on the account?

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How do I add another 1099-G to my online form? I took a break, it timed out and I had to log back in again. Then it moved on to another section.

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Can I recharacterize after tax contribution from my rollover ira to my roth ira within the same year?

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How much amount should I put in form 1099-r box14a

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Since I am only making a projected return for 2023, I do not have a 1099? How do I input a distribution?

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Need to start 2024 taxes to know how much to deposit to IRA and get an idea of how much of should have paid in taxes. Is it possible to start 2024 taxes this early?

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For 2023 taxes I was unable to file using TurboTax because they do not provide the 8606 form for inherited IRA's. Will it be that way for 2024?

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Not able to file due to software issue: Traditional IRA box keeps getting checked, I uncheck and choose None of the Above, defaults back to checked box for Trad IRA FIX?

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I have a Roth IRA which the application adds as taxable income when it is tax free. Unable to correct this entry. Looking for help.

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How do i compute the taxable amount of gross distribution from a government pension, partly funded by employee contributions?

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NYS 1099-R box 16 NYS withholding can not be greater than or equal to gross distribution or state distribution

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Where do I input a form 5498, showing a rollover from a 403b to a traditional IRA that was already reported from a 1099-R?

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Can I take a cash out from a small IRA I inherited from my spouse?

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Husband passed Dec 2022 Received a 1099R for $976.08 for 2023. Box 7 marked 7. Turbo asking me if I want to roll into my existing IRA or in a new one. Advice???

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If I collect over $50000 from Social Security in 2024 do I need to file quarterly federal taxes?

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What should I do now in 2024 when I just realized I had over contributed to my 403b plan after I switched job in 2023?

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My social security number was on the black market what should I do

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Email about Social number on the dark web but when I check turbo tax there are no details

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I was notified by Turbotax that my social security number is on the dark web. What do I do. I have contacted the 3 major credit bureaus of this?

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Why did Turbo Tax stop downloading State Retirement information?

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I paid over 2000 in taxes when I took out money from my 401k where do I enter that so I’m not taxed again

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I'm making an IRA withdrawal, age 61, in the Q4 of 2024, my effective tax rate is 14.2 % after deductions. What percent should I be sending in early to the IRS & when?

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Can I deduct money I pay my ex from my military retirement pay

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Do you have to file taxes on distributions from a checking account labeled as an HSA

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I have a Roth IRA for more than 5 years. I can w/draw w/out penalty any amount that I’ve contributed. What form is needed during taxes to not be penalized 10% (I’m 53)?

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I got two 1099-R forms from the same company. One for money given to a charity, one did not. Do I enter the 1099-R for the charity or how do I handle it so not taxed?

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On the OK return it allows you to deduct up to $10K for each eligible taxpayer on taking a law enforce pension distrib, but it did NOT deduct $20K on my joint rtn, why?

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I am retired, how to fill the W2

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IF my employer has a campus in 2 states and I work in both states, CAN both states tax me on a 401K withdrawl from a previous employer OR can only my home state tax me?

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I did a Roth IRA conversion and answered all questions on TurboTax correctly. However, TT made my $6500 contribution taxable. What should I do to make it non-taxable?

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WHAT IF MY WIFE DOES NOT HAVE A SOCIAL SECURITY NUMBER

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When I withdraw from my Roth IRA to pay for qualified college expenses for my dependent son, do I need to wire the money directly to the college?

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We have an excess contribution to a Roth IRA during 2023. We had the contributions reversed and returned. What do I need to do in this tax year (2023) to address this?

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Is a 1099-r a non qualified pension plan?

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Can i withdrawal my 401k because my employer closed the company? how much tax will i pay?

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How do I enter 1099-G?

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I received retroactive benefit pay from my disability pension for half of 2018 , all of 2019 and 2020 in the year 2021 anyway to have it spread out on those years?

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Is there a tax on survivor pension payments

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Does Turbo tax allow you to calculate the impact of expected social security for tax purposes in order to decide to take it or wait?

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Traditional IRA account. if i withdraw money out of that account do i have pay somehing on next years tax filing ?

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I want to amend by Michigan refund for 2023. Iam a retired law enforcement police officer . I should not have paid Mi tax on pension. Form is 4884

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How are lump sum settlement payments taxed in California?

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When adding a 1099-NEC, what does it mean about the accounting method

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Taxed or penalized? For withdrawing from Roth IRA. 1 to transfer to another Roth IRA, 2 to keep, 3 to transfer again to other work Roth IRA

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Do I need to fill out Form8283? I am deducting a large QTY of the same item that equates to $4090 in value [It'sDeductible]. Turbotax isn't telling me to fill it out.

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5 Replies 633 Views

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Should i add state taxes withheld? Where?

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How do I report withdrawing of my 401k in 2022

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I am reviewing my 1040form, and I noticed that I put an IRA deduction, I mistook it for my 401k as I don’t have any IRA account. What should I do?

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Do I still qualify for a refund next year even if I only made social security income

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How do I know if my minnesota public pension is eligible for a tax deduction with new law??

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Is gross income monthly or annual

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How will a 401k withdrawal affect my social security income and taxes

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My wife does not have any income. How do I know if she is eligible for a spousal IRA, and if so, how much?

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I’m trying to see my taxes I filed the year before last. Can I please get some help?

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Can I withdrawal from my IRA if I’m pregnant and be tax free?

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72t SEPP

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How do i correct my TaxAR1000TCTax Credits if it won’t allow me to type in anything, but won’t allow me to proceed without correcting it?

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1 Reply 8943 Views

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Does my social security tax being withheld count towards federal income tax

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I am trying to include qualified housing expenses in my tax return, but the dropdown list provided does not list my city

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1 Reply 25054 Views

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I only need to amend Virginia return Left off tax withheld from 1099r

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2 Replies 400 Views

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CAN T FIND 1099 R SECTION

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Turbotax will not take my 1099-r info because taxable amt is greater than gross distribution. i entered the difference in other income- how to get 1099-r accepted?

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7 Replies 24559 Views

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TURBO TAX SCREWED UP MY PAYMENTS AND I WAS PENALIZED

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1 Reply 10717 Views

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Can I make payment arrangements instead of having my fee taking out in one lump sum

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How do you adjust taxable amount of soc sec benefits? According to IRS pub 915, U.S. citizens residing abroad benefits are exempt from U.S. tax tax on their benefits.

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What percentage of my tips do I claim on a 1099 if I am a bartender?

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What would make a pension "Not eligible for exclusion for those over age 59-1/2?

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I am trying to get rid of the 1099-R section from Federal. I do not have any retirement income to report. Can you tell me how to delete all of this section?

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Completed 2023 Federal Tax Return on TurboTax, provided banking information to pay tax due 4-15-24 - withdrawal not made. What to do?

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Does the irs count my ira, pension savings as income?

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Do you have to file if you get S.S.D.I. funds below the $ 23,000 amount as the I.R.S. limit. DOES IT HELP RAISE YOUR EARNED INCOME ON AMOUNT OF S.S.D.I. AMOUNT?

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I'm having problem with 1095-a, review. there's a box on the screen that says check this entry. the box is next to monthly advance tax credit it says delete I won't.

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Is there a way to figure what our additional tax would be if we took a payment from an annuity account and decided not to pay it back but keep it as additional income?

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Will any TurboTax service help me refile my taxes from two years ago? I made a Roth IRA contribution that I was ineligible for and then withdrew it.

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Are my Thrift Savings Plan distributions taxable for NY state ?

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Paper work on my 1099 that you preform on

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My federal taxes are zero. Why should I pay you 70 dollars to file? I’m on full time disability SSA-1099. However I do have a State return I can claim. Help

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Once Turbotax receives the money from the IRS, how long until they send it to you via direct depost?

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2 Replies 9404 Views

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Exspouse and military retirement pay

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57 Replies 15665 Views

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15665 Views

I just received a w2c where they forgot to add DD contributions in box 12

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LOUISIANA RETIREMENT IS NOT TAXABLE BY THE STATE OF LOUISIANA WHY DO I OWE STATE TAXES?

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1 Reply 12220 Views

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How can I include Form 5329 and request for a waiver of additional Tax on excess accumulation in qualified retirement plan (my IRA)?

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1 Reply 14085 Views

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How do I get Turbo Tax to correctly calculate my New York State Pension and Annuity income exclusion?

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I received an email regarding owed money for paying the fee when I know I put it down for it coming out of my taxes. So is that a spam?

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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?

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

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

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

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1 Reply 20931 Views

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20931 Views

TurboTax just withdrew money from my bank account today. How do I find out what this was for

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Is my retirement distributions taxable in the state of Hawaii?

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Principal Financial provided me with a 1099r for my 401k with drawl but they failed to file it with the IRS and refuse to. What do I do?

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Can I take a contribution or deduction for a laptop to do my churches finances and pay bills?

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Insurance Premiums for Retired Public Safety Officers. IRS instructions say enter reduced amount on Line 5b and write "PSO" next to that. How can I do that in Turbotax?

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Can I file a 1099 every 3 months?

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Should I be charged twice on my bank account? My bank account shows the federal tax withdrawal 1508 two time. Can I get refund on that?

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Do I need to file a tax return for a 66 year old deceased parent that made $6000 in 2023?

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Do I need to pay taxes on money I withdrew from my ira?

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I have not been able to file my taxes from 2021 due to limited income from the department of social services

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1 Reply 8399 Views

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Do I type a "0" or fill in the loss box and put the numeral down - VA form 760 line 15. The instructions do not say. My result is negative.

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I don't see payer's address nor payer's TIN on my 1099-r form from SSA?

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Recovering from wrong amount in attempted Timely Withdrawal of Excess Roth Contribution

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Getting an error saying Form 8915F-T and 8915F-S needs to be completed but I did NOT indicate there were retirement distributions in 2022. I go back to ensure says no.

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How do I file my 1099 from 2020

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Should I accept what I just got in the mail a hardcopy check from the U.S. Department of The Treasury Bureau of The Fiscal Service for $77 (dated 04/24/24).

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I am getting an error for "Excess withdrawn after the end of the year" under HSA. I have entered a zero as I had none, and no over contributions either. Can anyone help?

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6 Replies 835 Views

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1099-R Box 14a for efiling New York State withholdings can not be greater than or equal to gross distribution or state distribution (nothing in box 16 on my form).

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79 Replies 16055 Views

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How do I enter a Form 1042-S mandatory Distribution from Thrift Savings Plan for overseas member.

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How do I input withholdings from my social security.

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Why is South Dakota not listed on Turbo Tax’s list of States?

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Is there a known error concerning form 760PY, refering to Code 20-amount (TP)? I have tried and failed several times to set the value to 0 since no credit is being claim

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How do I find how much my RMD is? can you help me find my RMD for my74th birthday?

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1 Reply 3175 Views

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Can I file even though asking for LOCALITY NAME, & won't let me finish with out it ? None listed on my 1099-G ?

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I got disability retirement before I turned the min. retirement age in 6/2023. For the question as to whether I was under the minimum retirement age, do I mark yes or no?

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1 Reply 2519 Views

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2519 Views

I am getting my part of my husbands pension they want to know the financial institution but which the pension fund or my bank ? neiter name comes up

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Where do I report income from the Canada Pension Plan?

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1 Reply 1938 Views

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1938 Views

For California State Tax Return, there is a 'FICA and Railroad Retirement Sick Pay Benefits'. Is this for Railroad specific FICA?

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1 Reply 3225 Views

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I need a copy of my ohio 2022 tax return for social security....how can I get one?

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1 Reply 8669 Views

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I payed 4758.69 on my 1099-R in taxes

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1 Reply 3357 Views

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How do I delete Form 89153F3-T? I did not receive a disaster distribution.

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1 Reply 18062 Views

1 Reply

18062 Views

I withdrew contributions from my Roth IRA & it's being taxed 25% . Box 1's information is $8,000. Box 2A is empty & Box 2B is checked. Box 7's code is J. How can I fix?

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7585 Views

Trying to file NJ return and it seems that I cannot "fix" this issue. The issue is unrecovered contributions?

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2 Replies

3708 Views

I eliminated my Pruco holdings and changed to Nationwide. I did not take early withdrawal but reinvested the monies. How do I report that?

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We bought an annuity from lincoln benefit, and began withdrawing in 2023 , what is basis of retirement income?

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