Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Re: RMD taken correctly, but penalty assessed

by on

0 Replies 7781 Views

0 Replies

1 Kudos

Re: Does military retirement pay count as a qualified plan?

by on

0 Replies 5007 Views

0 Replies

3 Kudos

Re: Does military retirement pay count as a qualified plan?

by on

1 Reply 5023 Views

1 Reply

1 Kudos

Re: RMD taken correctly, but penalty assessed

by on

3 Replies 7848 Views

3 Replies

2 Kudos

Re: My 1099-R does not have a completed box 16 since 2020. Never a problem before but for 2024 ta...

by on

1 Reply 3599 Views

1 Reply

2 Kudos

Re: Where do I enter my Uk state pension on my tax return ?

by on

3 Replies 6074 Views

3 Replies

2 Kudos

I don't have any pensions but TurboTax is requiring me to fill out M1QPEN. How do I avoid filling out this form?

by Latest post by

56 Replies 10383 Views

56 Replies

1 Kudos

RMD withdrawel issue

by on Latest post by

38 Replies 5299 Views

38 Replies

1 Kudos

Re: Received 1099-Q for roll-over of 529 to Roth IRA but this transfer is not available on Turbo ...

by on

7 Replies 3871 Views

7 Replies

8 Kudos

Re: ROTH distribution (1099R Code Q)

by on

0 Replies 2075 Views

0 Replies

1 Kudos

Re: Box 16 - 1099-R

by on

16 Replies 18001 Views

16 Replies

1 Kudos

Re: Box 16 - 1099-R

by on

1 Reply 18039 Views

1 Reply

2 Kudos

Re: I received a 1099, but I have. Already filed my taxes. What should I do?

by on

0 Replies 19789 Views

0 Replies

1 Kudos

Re: How to determine the cost basis of over contribution to 401k on 1099-R?

by on

1 Reply 1002 Views

1 Reply

1 Kudos

I do not understand the "tax on excess accumulations in retirement account." Is this additional tax I owe? And if so, why?

by Latest post on by

9 Replies 4582 Views

9 Replies

1 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Re: RMD taken correctly, but penalty assessed

Re: Does military retirement pay count as a qualified plan?

Re: Does military retirement pay count as a qualified plan?

Re: RMD taken correctly, but penalty assessed

Re: My 1099-R does not have a completed box 16 since 2020. Never a problem before but for 2024 ta...

Re: Where do I enter my Uk state pension on my tax return ?

I don't have any pensions but TurboTax is requiring me to fill out M1QPEN. How do I avoid filling out this form?

RMD withdrawel issue

Re: Received 1099-Q for roll-over of 529 to Roth IRA but this transfer is not available on Turbo ...

Re: ROTH distribution (1099R Code Q)

Re: Box 16 - 1099-R

Re: Box 16 - 1099-R

Re: I received a 1099, but I have. Already filed my taxes. What should I do?

Re: How to determine the cost basis of over contribution to 401k on 1099-R?

I do not understand the "tax on excess accumulations in retirement account." Is this additional tax I owe? And if so, why?

Do you have a TurboTax Online account?

Cheers Leaderboard