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I was unemployed this year and will be at low tax bracket. I would like to move money from my tax deferred IRA to a Roth IRA. I want to avoid 10% penalty for early draw

2nd question: Tax is about $200+ more than it was several weeks ago. System is giving incorrect information. I only earned about $2200 in 2018 as I am mostly retired.

In the past, TurboTax would automatically ask me to go back to prior year's tax form to figure out taxable amount of my state tax refund. But it is no more now . Why?

I worked for a company that was sold to another company. Can I take my pension from the original company without a tax penalty since it is considered a termination?

Should I start a 401k with my employer at 66 years of age.

I owe about 10k in Federal taxes this year. I also have a $3,750 electric car tax credit coming. Do you I need to pay at least 90% of the 10K to avoid penalty?

Can I move money from a personal Roth or IRA account into a brokerage or high interest bearing account without taking a huge tax hit?

Back You asked I used turbo tax in The past All my info has changed except social securityhow do i find my account???

Adult dependent wants to withdraw mutual funds proceeds. Can we handle any tax liability for that on my taxes?

Adult dependent wants to withdraw mutual fund proceeds - can we handle any tax implications for that on my taxes?

How can I tell if I have an IRA or Roth IRA? I know i contribute to a 401K, does that count?

I am trying to complete my 2018 return after filing an extension in April. TurboTax is not letting me start now. I have used TT for the past several years. Please help

What if the amounts on my SSA-1099 forms exceed the amounts I actually received as documented in my monthly bank statements?

Offset 401k withdrawal with stock losses?

My stock losses exceed the $3000 deductible limit. Can I withdraw from my 401K (or recharacterize to Roth IRA) and offset the amount of the withdrawal against my stock losses, thus not paying taxes on the withdrawal?

Parial Roth recharacterization in 2017

In 2017 I converted $10,000 from my IRA to a Roth IRA, as shown on 1099-R. Later in the year I recharacterized $9000 back to the IRA, as shown on second 1099-R. The Roth had increased in value and before the transfer was worth $11,000. After the tran... read more

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