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Retirement tax questions

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

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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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

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

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

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

I entered my pension information but I keep getting annuity questions is this correct?

I have a pension but I keep getting annuity questions ?

On my documents page in TurboTax I see duplicate 1099-B and 1099-DIV forms. Should I delete each one of the duplicated forms?

Each of the duplicate pairs either says Autoimport or unknown at the end of the title.

I need another 1099R form to continue

program error in calculating additional taxes on RBD distibution

If Windfall Elimination in Social Security payments resulted in lump sum payment is it reported?

Turbo Tax says lump sum payment for previous year is larger than can be reported

why is it asking me for the name of canadian pension? ive never been asked that before. i live in nebraska?

how do you bypass a 1099R temporarily?

to get the next 1099R when forms were pulled in from a prior year when using manual input?

First year converting post-tax contributions to an IRA that has never had pre-tax funds into a Roth. How do I enter this so that it does not show as income?

Box taxable not determined is checked, and I entered that I converted some or all to Roth, but it is still recognizing it as income and thus I would be paying taxes on that income twice.

In my Federal Review, the Turbo Tax program is referencing Form 1099-SA (Money out). I have selected and input information from Form 5498-SA (money in) How do I correct?

delete form 1099SA and start over with Form 5498SA?

My 2025 1099-Q form shows a $19000 distribution from my 529 account. How do I show on 1040 form that it was for a transfer directly into my granddaughter’s ABLE account?

The 1040 form shows it as a Gross distribution to me, not to my beneficiary disabled college student granddaughter.

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Featured Topics

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

Retirement Video Guide 2025: Entering Your Required Minimum Distribution (RMD)

Traditional IRA vs. ROTH IRA: Which is better?

Retirement Plans: Taxing Distributions!

Retirement Plans: Tax Savings Galore!

I entered my pension information but I keep getting annuity questions is this correct?

On my documents page in TurboTax I see duplicate 1099-B and 1099-DIV forms. Should I delete each one of the duplicated forms?

I need another 1099R form to continue

program error in calculating additional taxes on RBD distibution

If Windfall Elimination in Social Security payments resulted in lump sum payment is it reported?

why is it asking me for the name of canadian pension? ive never been asked that before. i live in nebraska?

how do you bypass a 1099R temporarily?

First year converting post-tax contributions to an IRA that has never had pre-tax funds into a Roth. How do I enter this so that it does not show as income?

In my Federal Review, the Turbo Tax program is referencing Form 1099-SA (Money out). I have selected and input information from Form 5498-SA (money in) How do I correct?

My 2025 1099-Q form shows a $19000 distribution from my 529 account. How do I show on 1040 form that it was for a transfer directly into my granddaughter’s ABLE account?

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