Retirement tax questions

I retired 9/15, turned 65 this month and Medicare A, B & D became effective 10/1. Since I'm new to retirement, is there any general tax tips you can share or point me regarding having worked 1/1 to 9/15 and the remainder of this tax year? Anything different related to retirement for entirety of upcoming tax year?

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I am logged into my account and cannot access comments (hopefully the comments are the answers to the wonderful questions that are posed) @ links to members, content 

I am unable to log into this event - how can I ? 

I've been told and read that my ROTH 401k distributions are not taxable.  But recently, I saw an article stating that the EARNINGS on my ROTH "could" be.  That is the first time I have seen this comment.  Is this a fact?  If so, how is that calculated?

I will be receiving SS next Feb when I am 65. I have a standard 401K with balance of $100,000.   How will my taxes be affected should I take a partial withdrawals?  

I paid $350,000 as an entrance fee into a LifeCare Community (CCRC).  Is that entrance fee tax deductable?

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Can you please provide me access to today's event?  Thanks.

Why can't I log into this event? Please advise. Thank you.

So, no live webcast? If no, is this instead more or less a live chat via the Ask a Question button?

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  Our largest expense by far are federal and state taxes.  What is the best way and methods to minimize all taxes going forward, such as RMD distributions?  How do I learn about tax minimization strategies?  

my age is 65 recent retire question should I withdraw from IRA now and hold off on social security till I turn 67

Is the Teacher Retirement System of Texas distribution a 403 (b) plan?

Hi there, I want to make an early withdrawal from my traditional IRA of $130,000 to purchase some vacant lots surrounding my home. I want to understand how much in taxes should I withdraw in addition to this amount to cover all the taxes?

Hi,I have an inherited IRA from my significant other (non-spouse) who passed mid-2023. She had already withdrawn the 2023 RMD before she passed.  When I talked to Schwab in 2024 about transferring the account to me (I was just too messed up to deal with that kind of stuff until then), either Schwab misinformed me or I misunderstood what they said about continuing the RMD's each year. My takeaway at the time was just the "it all has to be withdrawn within 10 years of her passing". Now I've learned that I should have taken a 2024 RMD. I talked to Schwab today and they told me about the 5329 form I need to fill out and that I should proceed with that as quickly as possible (fortunately there is enough cash in the account so I don't have to worry about selling any positions at the moment). I will have to monitor things and sell a few positions to make the RMD for 2025. I have filed my taxes electronically with Turbo Tax Premier for the last several years. Just

I opened my first and to date only ROTH IRA account in March 2022 and deposited $51. The custodian gave me $100 bonus. I didn't invest any of this anywhere and in March 2023 I withdrew $154 as I figured that I was not eligible to make any ROTH IRA contributions. I did not report excess contribution/withdrawal/earning from excess in 2022 returns. I received 1099-R for 2023 year  with only code J in box 7 and showing distribution of $154 in box 1 and taxable amount not determined ticked.  All other boxes are empty.  I did not do anything about it in my 2023 returns.I am now amending my 2022 returns.  I am able to get 5329 to show $103 as earning from $51 contributed. It doesn't show any penalty because I withdrew it before the deadline.  1040 4b shows interest income of $103 and $154 shown in 4a. Turbo tax isn't showing any form 8086What should I do for my 2023 returns. Just ignore 1099? @DanaB27 

Both my husband and I receive Social Security benefits. I can put mine in Turbo-Tax, but I can't input his for some reason. How do I input this data?

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It only counts the W-2 as employment income and says I will have a penalty.

Why am I being penalized for not taking an RMD. I have always done so.

wondering if I should just input the remaining balance that got missed due to the error -