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[Event] Ask the Experts: Navigating Retirement Taxes
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Join us on Wednesday, October 22nd any time between 9:00 am and 5:00 pm Pacific Time for our latest installment of our Ask the Experts event series. Everything changes when you retire and that includes your tax returns. We’ll be here to answer all yo... read more
Community Manager ‎Posted May 28, 2024
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I'm turning 73 this year (2025) and took my first RMD early in the year. This year, after taking the total RMD, I also did a partial Roth conversion, as I have for six of the past seven years. After many years of having a CPA do our taxes, because ou... read more
user17609814231 ‎Posted yesterday | Latest post yesterday by Opus 17
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Do I have to pay the taxes when I receive the disbursement?
motalk55 ‎Posted yesterday | Latest post yesterday by motalk55
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I need to file tax for IRA.What is the tax form number in TurboTax app for the traditional IRA incomes?Thanks.
MythSaraLee ‎Posted yesterday | Latest post yesterday by MythSaraLee
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Hi, trying to keep my income under ~$60k ($48k min + ~$5k HSA + ~$15k single ) to avoid taxes on capital gains. Seeking an algorithm or some such so I know how much I can convert from my trad IRA to Roth and not trigger cap gains taxes.
clw26 ‎Posted yesterday | Latest post yesterday by user17610862872
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I am trying to figure out how much I can afford to convert from Traditional IRA to Roth IRA for 2025 --- but by the time the software is ready, it is too late to run numbers and make the conversion (conversions must be done by 31 December, right?) Ho... read more
clw26 ‎Posted yesterday | Latest post yesterday by user17610862872
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is annuity income taxable and in what form (income, capital gains, interest etc) federally and also in California?
loufurut ‎Posted yesterday | Latest post yesterday by Loretta P
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what is tax deductible in a real estate transaction from both a seller's and a buyer's point of views)? Assuming it is not a trustee sale. Brokers' fees? Staging fees? Repair cost of the house right before selling? New landscape?
loufurut ‎Posted yesterday | Latest post yesterday by Loretta P
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I am 67 years old and have worked as an attorney/sole practitioner for over 25 years. I am still active as a licensed attorney and have pending cases and clients. In 2021 I had a medical issue and decided to reduce my work load. That year I had $43k ... read more
jonvanarkel ‎Posted yesterday | Latest post yesterday by Loretta P
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Can you confirm that I need to pay regular income tax on an inherited IRA?Also, I only have to pay long term capital gains tax on the stepped up value of the inherited TOD brokerage account?
Jfcsoup ‎Posted yesterday | Latest post yesterday by rjs
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I received a retroactive lump sum social security payment of about $10,000mdue to the Social Security Fairness Act. Some is from 2024. How will I claim it and how will it be taxed?
QAjoA ‎Posted yesterday | Latest post yesterday by rjs
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At 70-1/2 I started uring my traditional IRA to make a QCD. How will this affect my tax bill? since I don't have to claim it as income will it have no impact?
user17610548198 ‎Posted yesterday | Latest post yesterday by VolvoGirl
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If I convert $11,600 of my traditional IRA into a Roth IRA next year, how will this affect my tax bill? I'm currently in the 12% tax bracket with an AGI of about $85000 and am single
user17610548198 ‎Posted yesterday | Latest post yesterday by KarenL
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Where can I find out exactly how much I need to withdraw this year on my Inherited IRA that I received as a beneficiary after my Dad passed in 2022? Thank you!
D2pass ‎Posted yesterday | Latest post yesterday by KarenL
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