Retirement tax questions

You might need to see a Financial Planner or Accountant for that.  Or if you have the Desktop installed program there is a What-If Worksheet you can play with.  My tax situation changed a lot in 2024 so I'm using the What-If worksheet.  You can compare different scenarios.    Or you can copy your return with another name to test in.  

 

To find the What-If worksheet,  Go to Forms Mode, click Forms in the upper right or on the left for Mac. Then click Open Forms box in the top of the column on the left. Open the US listing of forms and towards the bottom find the What-if worksheet. It's right under Estimated Taxes.