Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Re: keeps asking for canadian pension info don't have any

0 Replies 411 Views

0 Replies

1 Kudos

Re: I can't figure out how to to add a Form 5329 to my filing. The AI help is worse than useless, as it proposes using parts of the UI that don't exist.

0 Replies 367 Views

0 Replies

1 Kudos

Re: Reporting RRSP with Form 8938 and FBAR

0 Replies 45 Views

0 Replies

1 Kudos

Re: Why I cannot uncheck the box in rmd difference is $0?

1 Reply 323 Views

1 Reply

1 Kudos

Re: Does the request for Annuity information relate to RMD or general distributions from 1099-R?

0 Replies 315 Views

0 Replies

1 Kudos

Re: Reporting RRSP with Form 8938 and FBAR

0 Replies 670 Views

0 Replies

1 Kudos

Re: Excess RMD for 2025

2 Replies 1018 Views

2 Replies

1 Kudos

Re: Form 1099-B was issued with blanks in the Date acquired (1b) & Cost basis (1e), however softw...

0 Replies 568 Views

0 Replies

1 Kudos

Re: How to report Pro-rata for backdoor ROTH (Form 8606 doesn't populate box 6)

0 Replies 1333 Views

0 Replies

1 Kudos

Re: I moved jobs. My leave was converted to retirement. Box 1shows 0 income, Box 12 reports E. Ho...

1 Reply 1005 Views

1 Reply

1 Kudos

Re: I did a recharacterization from Roth IRA to Traditional IRA; do I answer yes or no to this qu...

0 Replies 1071 Views

0 Replies

1 Kudos

Re: RMD withdrawal issue

0 Replies 279 Views

0 Replies

1 Kudos

Re: How can I get my SEP employer contributions to be treates separately from my personal IRA con...

0 Replies 693 Views

0 Replies

1 Kudos

Re: 1st Time IRA RMD not showing up on Form 1040 Line 4a print-out

1 Reply 629 Views

1 Reply

1 Kudos

Re: If my only income in 2025 was Social Security retirement of about $24600 and $600 in bank int...

0 Replies 524 Views

0 Replies

1 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Re: keeps asking for canadian pension info don't have any

Re: I can't figure out how to to add a Form 5329 to my filing. The AI help is worse than useless, as it proposes using parts of the UI that don't exist.

Re: Reporting RRSP with Form 8938 and FBAR

Re: Why I cannot uncheck the box in rmd difference is $0?

Re: Does the request for Annuity information relate to RMD or general distributions from 1099-R?

Re: Reporting RRSP with Form 8938 and FBAR

Re: Excess RMD for 2025

Re: Form 1099-B was issued with blanks in the Date acquired (1b) & Cost basis (1e), however softw...

Re: How to report Pro-rata for backdoor ROTH (Form 8606 doesn't populate box 6)

Re: I moved jobs. My leave was converted to retirement. Box 1shows 0 income, Box 12 reports E. Ho...

Re: I did a recharacterization from Roth IRA to Traditional IRA; do I answer yes or no to this qu...

Re: RMD withdrawal issue

Re: How can I get my SEP employer contributions to be treates separately from my personal IRA con...

Re: 1st Time IRA RMD not showing up on Form 1040 Line 4a print-out

Re: If my only income in 2025 was Social Security retirement of about $24600 and $600 in bank int...

Do you have a TurboTax Online account?

Cheers Leaderboard