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Retirement tax questions

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

Where did this come from??? I've been filikng with Turbo Tax and taking 1099R distributions for years and now I can't complete my NJ return because I have to put in a number here and it won't take a zero, I have no idea what this is and do not ever r... read more

Can I say I'm a full-time student to avoid receiving the Retirement Savings Contribution credit and thus avoid paying for TurboTax deluxe? I'm not a student.

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

Is a Solo 401K considered having a "retirement plan at work" if I didn't contribute to it during the tax year?

I'm a sole proprietor. In 2021, I set up a Solo 401K and contributed to it. Because of the Solo 401K that year, the traditional IRA contribution I had already made was limited due to having a retirement plan at work. Makes sense. In 2022, I didn't co... read more

Why is the subtraction adjustment not carrying over properly from last year?there is a slight increase of income from SS and retirement. NYS taxable is no longer $0.

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

we purchased ourselves an annuity, not part of any company retirement plan, what basis is this distribution?

My MIL has a W2 for non-taxable Medicaid Waiver payments. Box 1 is $50K. Boxes 3/5 are $5K. Is the 5K of this taxable? How do I put this in the software?

I would think that normally the W2 would have a blank box 1 and I am not sure why on a non-taxable benefit, SS and medicare taxes would be taken out (based on $5K and not the entire $50K) unless this portion of the payments was considered taxable. No... read more

Do I need to file if I never used the PTC? At retirement I went to Marketplace and used my pension plan HRA. TurboTax says to use PTC.

I pay my Marketplace premium with my pension plan HRA.

This question does not pertain to me , how to bypass it

the truck i had was bought in 2009 and it was used

amounts keep changing

Every time I open my file the amount due keeps changing. Just opening and closing program with no changes made on the forms and all updates are current.

Turbo Tax menu does not refresh. Constantly having to hunt for forms when neither guided or DIY menus do not appear

As a retired teacher, vested on 8/12/1989, is my income funded from Bailey settlement?

Incorrect 1099-SA Distribution Code

I used my personal credit card to pay for HSA-eligible medical expenses, since I did not have my HSA debit card with me at the time. I transferred the amount from my HSA to personal account to pay myself. I have receipts for everything, but my bank f... read more

Form 8959 and 1040 show different W2 amounts - employer overwithheld medicare tax

Just finished up and trying to file but noticed that form 8959 is using a different W2 number than form 1040. Based on W2 income, I would expect that the .09% bump (over 250K for married jointly) would be based on that 1040 line 1. If my employer col... read more

The system says box 9a of my 1099-R must have a minimum value of 0.01, but there is nothing written in the box. The system won't let me continue. What should I do?

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

Can I say I'm a full-time student to avoid receiving the Retirement Savings Contribution credit and thus avoid paying for TurboTax deluxe? I'm not a student.

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

Is a Solo 401K considered having a "retirement plan at work" if I didn't contribute to it during the tax year?

Why is the subtraction adjustment not carrying over properly from last year?there is a slight increase of income from SS and retirement. NYS taxable is no longer $0.

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

My MIL has a W2 for non-taxable Medicaid Waiver payments. Box 1 is $50K. Boxes 3/5 are $5K. Is the 5K of this taxable? How do I put this in the software?

Do I need to file if I never used the PTC? At retirement I went to Marketplace and used my pension plan HRA. TurboTax says to use PTC.

This question does not pertain to me , how to bypass it

amounts keep changing

Turbo Tax menu does not refresh. Constantly having to hunt for forms when neither guided or DIY menus do not appear

As a retired teacher, vested on 8/12/1989, is my income funded from Bailey settlement?

Incorrect 1099-SA Distribution Code

Form 8959 and 1040 show different W2 amounts - employer overwithheld medicare tax

The system says box 9a of my 1099-R must have a minimum value of 0.01, but there is nothing written in the box. The system won't let me continue. What should I do?

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