Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Re: Excess 401k Contributions

by on

5 Replies 5510 Views

5 Replies

1 Kudos

Re: Does anyone received pension from England and receive a tax form?

by on

1 Reply 980 Views

1 Reply

1 Kudos

Re: Where can we enter 1099-G forms for MA PFML benefits? The TurboTax online software backs us o...

by on

1 Reply 863 Views

1 Reply

1 Kudos

Re: 1099R

by on

0 Replies 3294 Views

0 Replies

1 Kudos

Re: Entering 1099R in turbo tax for inherited NY state retirement system. NY state shows "exempt"

by on

0 Replies 1642 Views

0 Replies

1 Kudos

Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

by on

17 Replies 1744 Views

17 Replies

1 Kudos

Re: on my 1099-R the box 9a (your percentage of total distribution) is highlighted in color red on my TurboTax screen but my 1099-r actual paper has no value in there?

by on

0 Replies 1382 Views

0 Replies

1 Kudos

Re: How does one check the box on form 1040-SR about your main home was in the U.S. for more than half of 2025?

by on

0 Replies 2600 Views

0 Replies

1 Kudos

Re: Backdoor Roth Conversions getting flagged as "excess contributions"

by on

0 Replies 1388 Views

0 Replies

1 Kudos

Re: Backdoor Roth Conversions getting flagged as "excess contributions"

by on

3 Replies 1396 Views

3 Replies

1 Kudos

I took my required RMD, on time, and reported all those numbers in TurboTax. Why does TurboTax show that I owe $3,518 "tax on excess accumulation in retirement account?"

by on Latest post on by

2 Replies 4288 Views

2 Replies

1 Kudos

Re: Social Security Benefits Worksheet

by on

0 Replies 6143 Views

0 Replies

1 Kudos

How does one check the box on form 1040-SR about your main home was in the U.S. for more than half of 2025?

by on Latest post on by

4 Replies 3268 Views

4 Replies

1 Kudos

Re: Why are we paying income tax on Social Security

by on

0 Replies 2399 Views

0 Replies

1 Kudos

Re: Should I check "I inherited this IRA" box for RMD from my Traditional IRA coveted from deceased spouse's IRA in 2024?

by on

1 Reply 1357 Views

1 Reply

1 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Re: Excess 401k Contributions

Re: Does anyone received pension from England and receive a tax form?

Re: Where can we enter 1099-G forms for MA PFML benefits? The TurboTax online software backs us o...

Re: 1099R

Re: Entering 1099R in turbo tax for inherited NY state retirement system. NY state shows "exempt"

Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

Re: on my 1099-R the box 9a (your percentage of total distribution) is highlighted in color red on my TurboTax screen but my 1099-r actual paper has no value in there?

Re: How does one check the box on form 1040-SR about your main home was in the U.S. for more than half of 2025?

Re: Backdoor Roth Conversions getting flagged as "excess contributions"

Re: Backdoor Roth Conversions getting flagged as "excess contributions"

I took my required RMD, on time, and reported all those numbers in TurboTax. Why does TurboTax show that I owe $3,518 "tax on excess accumulation in retirement account?"

Re: Social Security Benefits Worksheet

How does one check the box on form 1040-SR about your main home was in the U.S. for more than half of 2025?

Re: Why are we paying income tax on Social Security

Re: Should I check "I inherited this IRA" box for RMD from my Traditional IRA coveted from deceased spouse's IRA in 2024?

Do you have a TurboTax Online account?

Cheers Leaderboard