Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Re: IRA to Roth IRA Conversion - If 60+ am I Subject to 5 year rule?

by on

6 Replies 4300 Views

6 Replies

4 Kudos

Re: How to take ROTH earnings out , after age 59.5, if you have multiple conversions some more than 5 yrs old others less than

by on

1 Reply 8368 Views

1 Reply

4 Kudos

Re: Can I, when converting an IRA, with taxable gains, to a ROTH, use losses from my taxable accounts to offset the tax liability?

by on

0 Replies 4093 Views

0 Replies

4 Kudos

Re: For 2021, is the medical exception on early retirement distributions in excess of 7.5% or 10% of AGI? Turbotax says 7.5% but the IRS website says 10% for 2021.

by on

2 Replies 1533 Views

2 Replies

4 Kudos

Re: Value of Crypto IRA declining

by on

3 Replies 1267 Views

3 Replies

4 Kudos

Re: Can capital losses in non-tax-favored accounts, be used to offset the tax against a Roth IRA Conversion for an individual who is 59 and 1/2 years old or older?

by on

1 Reply 1023 Views

1 Reply

4 Kudos

Re: I received a W-2C from my employer regarding tax year 2020. Noting incorrect amount of social security withheld on original W2, actual is an increase amount of $1656.74

by on

0 Replies 1420 Views

0 Replies

4 Kudos

Re: It's saying "You contributed $6,000 to a Roth, but your earned income was only $5,776." This is incorrect, my earned income is $6200! How to fix?

by on

0 Replies 425 Views

0 Replies

4 Kudos

Re: Does turbotax allow me to use form 1040 instead of 1040SR?

by on

1 Reply 5535 Views

1 Reply

4 Kudos

Re: Cares Act Covid-19 distribution from 401k 2020 broken up over 3 years (2020, 2021, 2022) Did ...

by on

32 Replies 23918 Views

32 Replies

4 Kudos

Re: Cares Act Covid-19 distribution from 401k 2020 broken up over 3 years (2020, 2021, 2022) Did not receive a new 1099-R for 2021. Turbo tax doesn't ask for info for this?

by on

48 Replies 25239 Views

48 Replies

4 Kudos

Re: 401(a) defined contribution plan: tax treatment of contributions made outside of payroll

by on

0 Replies 2251 Views

0 Replies

4 Kudos

Re: Profits from home sale and IRA income limit?

by on

3 Replies 8582 Views

3 Replies

4 Kudos

Re: TurboTax Premier 2021 HSA Deduction Limit Error in TurboTax

by on

0 Replies 3592 Views

0 Replies

4 Kudos

TurboTax Premier 2021 HSA Deduction Limit Error in TurboTax

by on Latest post on by

7 Replies 3753 Views

7 Replies

4 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Re: IRA to Roth IRA Conversion - If 60+ am I Subject to 5 year rule?

Re: How to take ROTH earnings out , after age 59.5, if you have multiple conversions some more than 5 yrs old others less than

Re: Can I, when converting an IRA, with taxable gains, to a ROTH, use losses from my taxable accounts to offset the tax liability?

Re: For 2021, is the medical exception on early retirement distributions in excess of 7.5% or 10% of AGI? Turbotax says 7.5% but the IRS website says 10% for 2021.

Re: Value of Crypto IRA declining

Re: Can capital losses in non-tax-favored accounts, be used to offset the tax against a Roth IRA Conversion for an individual who is 59 and 1/2 years old or older?

Re: I received a W-2C from my employer regarding tax year 2020. Noting incorrect amount of social security withheld on original W2, actual is an increase amount of $1656.74

Re: It's saying "You contributed $6,000 to a Roth, but your earned income was only $5,776." This is incorrect, my earned income is $6200! How to fix?

Re: Does turbotax allow me to use form 1040 instead of 1040SR?

Re: Cares Act Covid-19 distribution from 401k 2020 broken up over 3 years (2020, 2021, 2022) Did ...

Re: Cares Act Covid-19 distribution from 401k 2020 broken up over 3 years (2020, 2021, 2022) Did not receive a new 1099-R for 2021. Turbo tax doesn't ask for info for this?

Re: 401(a) defined contribution plan: tax treatment of contributions made outside of payroll

Re: Profits from home sale and IRA income limit?

Re: TurboTax Premier 2021 HSA Deduction Limit Error in TurboTax

TurboTax Premier 2021 HSA Deduction Limit Error in TurboTax

Do you have a TurboTax Online account?

Cheers Leaderboard