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Featured Topics

Video Guide on Entering Qualified Charitable Distributions (QCDs) for the 2025 Tax Year

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
HollyP
Employee Tax Expert HollyP ‎Posted November 10, 2025
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Retirement Video Guide 2025: Entering Your Required Minimum Distribution (RMD)

The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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
HollyP
Employee Tax Expert HollyP ‎Posted November 10, 2025
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Traditional IRA vs. ROTH IRA: Which is better?

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
KarenL
Employee Tax Expert KarenL ‎Posted September 25, 2025
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Retirement Plans: Taxing Distributions!

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
KarenL
Employee Tax Expert KarenL ‎Posted October 10, 2024
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Retirement Plans: Tax Savings Galore!

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
KarenL
Employee Tax Expert KarenL ‎Posted October 3, 2024
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RMD entry into TT

TT says: Do not include RMDs which are due on April 1. RMDs for the first year you're required to take a distribution are generally due on April 1. The TT box then requests me to enter "RMD due by Dec. 31, 2025" ____________I turned 73 in 2024 and to... read more
jmjerabek46
jmjerabek46 ‎Posted yesterday | Latest post 2 hours ago by MaxA1
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3

uestion from Turbo regarding Roth IRA's- What were your Roth IRA contributions prior to 2025? Am I suppose to go back thru the years to get that number?

oregonos
oregonos ‎Posted yesterday | Latest post 3 hours ago by ThomasM125
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3

My 1099R has the full distribution in box 16 (State dist.) but over half is NY Optional Retirement Prog, and not NY taxable. Where do I deduct that from my NY income?

lander
lander ‎Posted Tuesday | Latest post 3 hours ago by lander
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2

1000R info

I am entering a 1099R from a federal civil service retirement annuity. Turbotax is asking for annuity start date. How do I find this date and what format does it go in? It also asks for plan cost. Is this the "total employee contribution" from box 9b... read more
user17702573530
user17702573530 ‎Posted yesterday | Latest post 3 hours ago by ThomasM125
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1

2025 Online TurboTax Social Security Form SSA-1099 entry not working

Previously, for many years, I had been using Turbo Tax Desktop. This year because I have not yet switched to Windows 11 and the fact that my financial situation has deteriorated dramatically, I moved to Turbo Tax Online.I logged in and imported my 20... read more
Romasurus
Romasurus ‎Posted December 9, 2025 | Latest post 3 hours ago by rdmeek
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10

Where do I enter my SEP IRA contributions and how can I ask Turbotax to calculate the maximum allowed contribution?

marialonguemaremd
marialonguemaremd ‎Posted a week ago | Latest post 3 hours ago by DawnC
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6

OPM doesn't give a taxable amount in box 2a for disability retirement annuitant? I don't know how much to enter

I reached my minimum retirement age over this past year. My 1099-R doesn't tell me the amount of my annuity that was taxable, it says "unknown" in box 2a. But my understanding is that the taxable amount would now be somewhat less than the total annui... read more
angboy
angboy ‎Posted 5 hours ago | Latest post 3 hours ago by ThomasM125
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1

Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee Medicare Deduction from Soc Sec

I just started Medicare and deductions come out of my social Security Benefit. Do I have to enter the Medicare Premiums into Schedule A, wherein it is only deductible if I exceed 7.5% of my AGI? What about people who take the Standard Deduction and d... read more
juleyh
juleyh ‎Posted January 9, 2025 | Latest post 4 hours ago by abazba12
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15

I have 2 1099-Rs, one before 59 1/2 (dist code 2), one after (dist code 7). Turbotax is populating form 5329 with code 7 numbers. Has anyone run into this?

timberg08
timberg08 ‎Posted 18 hours ago | Latest post 4 hours ago by MaxA1
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1

Retired Military RMD

It looks like Turbo Tax changed the wording regarding the military retirement distribution this year to read: How much of this distribution applied to your December 31, 2025 RMD?I don't remember there being a date...only if it was or wasn't an RMD. F... read more
Storypr
Storypr ‎Posted 8 hours ago | Latest post 4 hours ago by MaxA1
0
2
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