turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Retirement tax questions
cancel
Showing results for 
Search instead for 
Did you mean: 
or Ask a Question

Featured Topics

If you are aged 70 1/2 or older, a Qualified Charitable Distribution (QCD) offers a powerful way to reduce your taxable income while supporting your favorite charities. A QCD is a transfer of funds made directly from your IRA (excluding active SEP or... read more
Employee Tax Expert HollyP ‎Posted November 10, 2025
1
0
The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year. If you turned 73 in 2024 or earlier, understanding these rules and accurately reporting the income on your 2025 tax return... read more
Employee Tax Expert HollyP ‎Posted November 10, 2025
0
0
Which is better depends on your financial goals, income, and tax situation. While nobody can predict future tax laws, we have a fairly good understanding that more income usually means higher tax rates. For tax planning you should consider your curre... read more
Employee Tax Expert KarenL ‎Posted September 25, 2025
0
0
Is it time to retire? You’ve worked your whole life - setting aside some of your hard-earned dollars to ensure a comfortable retirement. Now it’s time to reap the benefits of your savings! Know your options and gather the knowledge to reduce taxes, e... read more
Employee Tax Expert KarenL ‎Posted October 10, 2024
1
0
The best place to begin your retirement tax savings is with expert knowledge! You’ll find that in the The Golden Years Guide to Tax-Free Retirement, which is filled with great tips from financial experts in-the-know. Most people are familiar with a 4... read more
Employee Tax Expert KarenL ‎Posted October 3, 2024
0
0
The IRS sent a letter asking for more info on form 5695, that they need the QMIN. I reviewed the return turbo tax stated they sent, it has the QMIN. The QMIN is correct per the manufacturer of the heat pump. The IRS agent stated that the form is empt... read more
steven-mcfarland-barnard ‎Posted Saturday | Latest post 16m ago by CatinaT1
0
2
I have a 401K loan from a previous employer. The loan is considered a qualified loan offset as I left my company in 2025. The 1099R I received from my previous 401K shows code 1M and it shows the remaining loan amount and taxable amount (same as rema... read more
LAW123 ‎Posted February 11, 2026 | Latest post 20m ago by DoninGA
0
12
I’ve been confused about my 2024 taxes as well. I was charged twice last year for my taxes! I may need help getting my 1099R! Can I speak to a live person PLEASE!
ptrinkner2 ‎Posted Friday | Latest post 28m ago by CatinaT1
0
1
I am located in NC. I have already filled out lines 15 through 17 on my W-2 form; why, during the final review, does it still indicate that Line 23 requires a State ID?
user17760469276 ‎Posted yesterday | Latest post 31m ago by Karis_F
0
1
In 2024 my employer began offering the Roth IRA option. I contributed money to both Roth and standard 401-K. Since I'm over 59 1/2, I rolled most of my 401-K (pre-tax and post-tax) to a self-directed IRA. I received a 1099-R showing a distribution of... read more
poncho_mike ‎Posted February 18, 2025 | Latest post 47m ago by dmertz
0
9
It says this: All of the following lines of Form 1040 have a zero value: Line 9 - Total Income Line 11 - Adjusted gross income Line 16 - Tax Line 18 - Total Tax Before Credits and Other Taxes Line 21 - Total credits Line 24 - Total Tax Line 33 - Tota... read more
mcblaydesconsulting ‎Posted 2 hours ago | Latest post an hour ago by Vanessa A
0
1
Razi ‎Posted yesterday | Latest post an hour ago by DaveF1006
0
5

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Top Contributors