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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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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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Can someone confirm if Turbotax online accurately categorizing the employer and employee contribution (both through payroll deduction and reported in W-2 box 12c?

I am specifically asking about employee contributions to HSA through Payroll deduction.
intuit-rwck9
intuit-rwck9 ‎Posted 9m ago
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0

I acn.t continue from my social security page which askes for more address info, even thoh everying is complete and I even logged out and back in Help please.

music2929
music2929 ‎Posted 7 hours ago | Latest post 11m ago by JohnB5677
0
1

Do I place income from Medicaid Waiver that is non-taxable under regular income if I have amounts listed in boxes 1, 3, 4,5 and 6. And fill in Box 12?

I'm a live in caregiver for a child. I work through an agency so there is no Federal Income Tax taken out, but I still pay into social security and Medicaid. I know in the past the income was deducted on Schedule 1. Is there a place to deduct this or... read more
teecefamily
teecefamily ‎Posted 12m ago
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My w-2 has code TP (for cash tips) for box 12a-f which is not an option in the drop down list- do i just leave it blank? Thank you

pld3360
pld3360 ‎Posted 36m ago | Latest post 20m ago by MaryK4
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1

In Feb, I contributed 3500 after tax dollars to a traditional IRA. I rolled it over to a Roth and just contributed another 8k, am I over the limit?

I'm also confused about how to respond to ?'s like "was contribution a repayent of money you previously took out a retirement plan?" if it was rolled over.
memcdonald1
memcdonald1 ‎Posted 32m ago | Latest post 26m ago by MindyB
0
1

Is the Annuity State date only for the tax year?

lindseyhoggle
lindseyhoggle ‎Posted 26m ago
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Why will Turbo Tax not allow me to update Code 20-Amount (TP) from 0. to " " on my state file

I entered zero but it says the field should be blank. I keep updating it to be be blank but it is not accepting the correction?
urnmac-01
urnmac-01 ‎Posted January 24, 2023 | Latest post 33m ago by VirginiaCreeper
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5

Traditional to Roth Rollover?

In February, I contributed 3500 to a traditional IRA-then in March converted it or rolled it over to my Roth ira.Just today, I contributed another 8k to my Roth IRA. I am over the limit, right?It didn't show up as being over the limit on my financial... read more
memcdonald1
memcdonald1 ‎Posted 39m ago | Latest post 36m ago by VolvoGirl
0
1

where is the information for the 5498 form? I did not receive one, and turbotax is stuck without me putting numbers in .

gcrutt
gcrutt ‎Posted 2 hours ago | Latest post 45m ago by MaryK4
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1

Do I need to have a form 5329-T? I can't get past this page asking if my form 5329-T has "no entry", or corrected-yes/no".

CFRAILEY1942
CFRAILEY1942 ‎Posted 2 hours ago
0
0
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