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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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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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I received a 401k distribution check. Can I do an indirect rollover into my IRA?

Hi Everyone, I received a 'MISTAKE OF FACT' distribution check from my 401k holder (T. Rowe Price) for an incorrect contribution from 2023. It was my employer's error, I believe I was added to the plan earlier than I should have been and this error w... read more
navipod
navipod ‎Posted 5 hours ago | Latest post 11m ago by dmertz
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1

As part IRA distirbutions, we rollover monies from a traditional IRA to a Roth IRA. Do we check the box in 4c?

jslevitt
jslevitt ‎Posted 2 weeks ago | Latest post 20m ago by baldietax
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3

Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on December 31, 2025. This information is sent by mail on Form 5498.

This is a question in Turbotax but it does not tell me which box in form 5498 to enter for each - Outstanding recharacterizations, Outstanding rollovers, Outstanding recharacterizations. This question is not clear how to answer. There are tons of box... read more
ccthealias
ccthealias ‎Posted January 23, 2026 | Latest post 35m ago by baldietax
1
20

1099R In-plan roth conversion in 2025 Form 1040 Line 5

In 2025 the Form 1040 added information in Line 5.My retirement plan does an After-Tax In-Plan ROTH Conversions and I get a 1099-R with this conversion.I entered the information from my 1099-R and it maps corectly to Line 5a.But, should Line 5c box 1... read more
peterpan11
peterpan11 ‎Posted Sunday | Latest post 52m ago by dmertz
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3

Assistance with Reporting Nondeductible IRA Contributions for 2025 Tax Year

Hi TurboTax Support, I need assistance with properly reporting a nondeductible IRA contribution I made in early 2026 for the 2025 tax year. Here’s a summary of the steps I took:1. Traditional IRA Contribution: I opened a Traditional IRA account with ... read more
prav01135
prav01135 ‎Posted yesterday | Latest post an hour ago by MinhT1
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1

How to account for withdrawal of excess Roth IRA contributions for the same tax year made before and after Jan 1

This is my first year dealing with excess roth IRA contributions due to an unexpected bump in income. I had my broker process the necessary withdrawals and calculate the gain/loss. Thanks to a few related posts, I think I have correctly updated Turbo... read more
jb6001
jb6001 ‎Posted April 10, 2025 | Latest post 3 hours ago by jb6001
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4

Can't find form 5329. It's not listed under Retirement Plans and Social Security. I need it to fix a 1099-R that has the wrong distribution code in Box 7.

craig
craig ‎Posted yesterday | Latest post 3 hours ago by NCperson
0
1

Turbo tax online keeps asking for a value in W-2 box 18 but it is blank on my W-2 statement for NJ. How can I fix this?

On the Federal Return Turbo Tax requires a value in the W-2 box 18 (local wages, tips, etc.) but it is blank on my W-2 as it should be as my Wages are entered in box 16 under State wages, tips, etc.
dmmBlessedInNJ
dmmBlessedInNJ ‎Posted yesterday | Latest post yesterday by dmmBlessedInNJ
0
2

Form 8606 line 10 has an x is this a bug?

Form 8606 line 10 has an x is this a bug? When I print my tax return I noticed there is an x in line 10 in form 8606. I have no distribution or IRA conversion. Just nondeductible contribution in 2025 and 8606 is completed for new basis calculation. W... read more
jtaxuser
jtaxuser ‎Posted yesterday | Latest post yesterday by VolvoGirl
0
1

My distribution code is K7. Form won't let me put in 2 entries. Only a K or a 7. What to do?

joyfulkpe
joyfulkpe ‎Posted yesterday | Latest post yesterday by VolvoGirl
0
2
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