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I submitted my fed taxes with TurboTax yesterday and today
Second opinion] I submitted my fed taxes with TurboTax yesterday and today learned it was rejected. Reason given: Duplicate 1099R forms. I checked and there are no duplicate 1099R forms. The issue may… read more
cyber-abtech
cyber-abtech
Bachelor's Degree Computer Networks and Cybersecurity
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My 2020 1099R shows $ 5,788.01 gross distribution in box 1.
Second opinion] My 2020 1099R shows $ 5,788.01 gross distribution in box 1. It shows the same amount in taxable amount in box 2. Box 2b is "checked" for taxable amount not determined. Box 7 distributi… read more
UgoA
UgoA
BA/BS
34 satisfied customers
On 1040 federal taxes turbo tax total for pensions and
on 1040 federal taxes turbo tax total for pensions and annuities 39327 . When i added 1099R forms it totaled 30700. why the big difference. I added all the taxable amounts sent. … read more
Mian-Wisal Ahmad
Mian-Wisal Ahmad
Field Engineer
MS Electrical Engineering
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Again. I tried the temporary password which was e-mailed to
Hi, again. I tried the temporary password ***** was e-mailed to me but it didn't work. … read more
Stuart Woods
Stuart Woods
IT Technician.
Bachelor in Information Technology
1 satisfied customers
I used tax act (for years) I filed return and on lin 12a
Hi Robert I used tax act (for years) I filed return and on lin 12a pensions and annuities there was a number 824,869 and it should have been 0. I don't know what to do, I didn't notice it. … read more
Robin D.
Robin D.
Vocational, Technical or Trade School
24,163 satisfied customers
I have a disability date where do I enter this, I filed for
I filed for social secureity disability and finally have a disability date. where does this ask me to enter this. took money from retirement account at the time form 1099-R box 7 says enter number 1. do I now change this to the disability option/ … read more
Robin D.
Robin D.
Vocational, Technical or Trade School
24,163 satisfied customers
I am using Turbotax Deluxe. I have a 1099-R for funds withdrawn
I am using Turbotax Deluxe. I have a 1099-R for funds withdrawn from an IRA which were immediately rolled over into another IRA. Turbotax is treating these funds as fully taxable. I understand there s… read more
PDtax
PDtax
Owner
Master's Degree
6,565 satisfied customers
i withdrew $5000 from my ira in 2011 because i became unemployed. i
i withdrew $5000 from my ira in 2011 because i became unemployed. i met the four conditions you mentioned in your help screen. how do i get to form 5328 and let the irs know that, so that i will not h… read more
Robin D.
Robin D.
Vocational, Technical or Trade School
24,163 satisfied customers
Have just completed my 2011 1040 via Turbotax "Premier" and
Have just completed my 2011 1040 via Turbotax "Premier" and discovered my tax was computed using 100% of Social Security Benefits as TAXABLE INCOME!! Joint return of Dale & Elma Williams-Paso Robles C… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
3,228 satisfied customers
Your program would not allow me to enter my wifes IRA
Your program would not allow me to enter my wifes IRA ditribution in the Spouse column. How does this get accomplished. I must say as much as i like Turbo Tax and I have been using it for years, I fin… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
3,228 satisfied customers
Im using turbo Tax and have an RMD of $4202.. I had $804.00
I'm using turbo Tax and have an RMD of $4202.. I had $804.00 withheld for Fed. Income Tax. the program created form 5329 showing a penalty tax of $402.00. I do not think this is right but can't a way … read more
Tax.appeal.168
Tax.appeal.168
Principal
8,189 satisfied customers
I entered my 1099R with distribution code of 7. However the
I entered my 1099R with distribution code of 7. However the system keeps changing it to A. As a result it has developed that I did not take my minimum required distribution. It prepared a form 5329 an… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
3,228 satisfied customers
I downloaded q2011 and I cant see where to show a deposit.
I downloaded q2011 and I can't see where to show a deposit. phone tech wants $38 for an answer. If I can't get 2011 going I'll be forced to go back to #6 if possible. help. 2011 looks like it should b… read more
Robert M.
Robert M.
Consultant
Bachelor's Degree
3,261 satisfied customers
A Turbotax Question. How / where do you load the information
A Turbotax Question. How / where do you load the information into Turbotax when you are converting all IRA retirement funds to a Roth. When I follow the prompts it leads to from Roth to IRA but not th… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
This is our first time using tb tax software, we do not receive
This is our first time using tb tax software, we do not receive wages because we're both retired w/ Federal Govt pensions - - -Question - On the 1040A we've always placed our pensions total amount on … read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
The turbotax basic program I used is not including taxable
The turbotax basic program I used is not including taxable income from an annuity in figuring my taxable income. I rolled over some of the annuity and took part of it in cash. I know the cash portion … read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
I received your offer For a limited time, JustAnswer is
I haven't yet filed my Income Taxes for 2009. I keep all my finances updated on Quicken 2009 software. For 2008 I filed electronically using Turbotax online. It took only a few minutes! About a year a… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
Form 1040. Item #16a, shows correct pensions and annuities
Form 1040. Item #16a, shows correct pensions and annuities correctly at 70,300. However 16b show taxable amount of 28,208. I believe 16b it is incorrect. I have use Turbotax for a number of years and … read more
Gerri A Harrison CFP EA
Gerri A Harrison CFP EA
Financial advisor/Tax preparer
Bachelor's Degree
245 satisfied customers
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