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Retirement tax questions

Cares Act IRA Rollover of Stock Removed as Part of RMD

I rolled over a partial RMD of stock from my IRA account and returned to original account. Brokerage firm did not show the value of the rolled over stock as equal to th at of the distribution. Brokerage firm showed the value to be that of the stock o... read more

I received a letter from Texas Controller of Public Accounts asking me to contact a specific Tax enforcement officer...what could this be about?

Individual Retirement Annuity Rider

Hello I own an annuity that has an individual retirement annuity rider on it. It says that "It amends such annuity so that it may be issued as an Individual Retirement Annuity under Section 408 (b) of the IRS Cof of 1986....." My question is does thi... read more

I forgot to add 1099-B info on my TurboTax return now the IRS needs the information I want a copy of the form to fill out to send to the IRS

This is from my 2918 return

How can I over ride turbo tax from a standard deduction to an itemized so that I can make a Roth contribution even though my income was low?

I double-entered the tax withheld on an annuity withdrawal. How do I remove the second entry?

I entered $10,908.49 as the withheld amount. I can't find how to delete the second entry.

I received my RMD before move made in 2019. How do I change recipient address in review of 1099-R that asks for Recipient City, but already has my new address populated?

Leaving job at 55 and taking distribution of Roth 401k. What are the tax implications

Roth 401k, over 5 years

I am trying to figure out how to add tax withheld for my 1099B. Turbo tax does not seem to have a place for this.

How much percentage of state income tax would be withheld from my retirement plan when doing a full cash withdrawal?

i am withdrawing from my retirement plan and im trying to figure out how much state income tax should be withheld for the state of ny

Is it my taxable income if my debtor repays the debt to me?

First I paid for his utilities with my credit card. Then he transferred money (repaid his debt) from his checking acc to my checking acc. The extra problem is that there is no name of my friend in my credit card statement (in the purchase transaction... read more

I was unemployed in 2019 and withdrew 100K from my IRA to cover expenses. How do I report this money? Is it considered income?

I had no employment income in 2019 and instead paid my expenses from money I have inherited. The money is divided between three accounts: an IRA, a supplemental IRA, and an account with funds earmarked for the future purchase of a home. During the ye... read more