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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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

how do i pay an estimated tax for an IRA distribution

i withdrew $70k from my IRA and want to pay the taxes on this immediately

When will the IRA, 401(k), Pension Plan Withdrawals (1099-R) Form 1099-R section be available? The program indicates "available soon" as of 12/26/25 ?

It's incredibly inconvenient to not have this section available before the end of the tax year.

Any advice on entering income from 1099-r, no luck yet ?

1099 R available

When am I going to be able to enter my 1099 R information on desktop premier. Right now it says it is not available. Why? I know I can use forms but I don’t want. I buy the software to simplify things. Why is this an issue? I have been using Turbo Ta... read more