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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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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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If we didn't receive a 1099-S form when we sold our primary residence & profited $186,000.00 which is under the allowable limit, do we still have to list this on our tax?

roamingrovners
roamingrovners ‎Posted 28m ago
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is it safer to answer yes or no on a question I don't know the answer to and cannot comprehend explanations i've been given: did i have nondeductible IRA contributions?

i took out retirement money early and have inputed my 1099-R and everything, the questions following are just so confusing I am accepting I may be taking a risk in making a mistake on my taxes, was audited last year for a mistake already.
kennbrightwater
kennbrightwater ‎Posted 4 hours ago | Latest post 49m ago by fanfare
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1

I double check my Wells Fargo 1099-B numerous times and it is correct but it will not let me finish?

juliuslongshore
juliuslongshore ‎Posted an hour ago
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How do I get Turbo tax to complete a form 8606 so that I don't owe a penalty for over contribution to a Roth IRA. We did a Traditional IRA to Roth conversion?

We are under the $246K income limiter.
deekeoski
deekeoski ‎Posted an hour ago
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Hi, New Jersey State Return, IRA information, Value of all IRA's on 12/31/2109. Do I include my Traditional IRA and my Inherited Non Spousal IRA?

brewst01
brewst01 ‎Posted February 4, 2020 | Latest post 2 hours ago by LK2023
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I am receiving a message that my Roth Contribution was too high. I only contributed $7,000 in 2025, but TT is indicated I contributed $9,456? How?

hawilder0706
hawilder0706 ‎Posted 2 hours ago
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Cannot E-File with W-2 with $0 in Box 1 but Box 12a has Code W and Employer HSA Contribution

In working through this inability to e-file, there appears to be past advice to delete this W-2 and enter the employer contribution to the HSA directly into form 8889. It appears the TurboTax has negated that ability in my 2025 TT Premier desktop sof... read more
DetailsDetailsDetails
DetailsDetailsDetails ‎Posted 3 hours ago | Latest post 2 hours ago by Bsch4477
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How do i transmit with a distribution code of B2? While turbotax allows me to ignore the review check, it won't transmit even if B2 is the correct distribution code.

mancillaj
mancillaj ‎Posted 3 hours ago
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1099-R with T in box 7 is considered taxable for New Jersey

In 2025, I made withdrawals from both my traditional IRA and my Roth IRA. On my federal return, I was able to indicate that the distribution was less than my initial Roth conversion done in 2022 so the entire amount was considered non-taxable for Fed... read more
daveklett
daveklett ‎Posted Friday | Latest post 3 hours ago by DavidD66
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Hello, i have already tripple checked my 1099-B and the information amtches what i input into turbo tax. I am unsure why this is not letting me proceed

pedro-beltrami
pedro-beltrami ‎Posted Sunday | Latest post 3 hours ago by MaxA1
0
1
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