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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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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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Why does my RMD from 403b and 457 appeare as Pensions in 1040 5b instead of 4b as IRA distributions?

My RMD from 403b and 457 should be considered as IRA distributions, right? But the amount appeared in 5b in 1040 as pensions instead of 4b as IRA distributions. Is it wrong?
zengyin
zengyin ‎Posted yesterday | Latest post 54m ago by zengyin
0
4

How do I get my 1099-G ag payments to show up as taxable on line 4b of Schedule F and not just line 4a?

dgeorge23
dgeorge23 ‎Posted 2 weeks ago | Latest post yesterday by SharonD007
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2

How do I indicate that the total of my IRA $9226.44 required minimum distribution (RMD) went directly to charity and therefore should not be taxed as income?

rlazer
rlazer ‎Posted yesterday | Latest post yesterday by VolvoGirl
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1

Incorrect calculation of Earned Income for determining maximum IRA contributions in 2025

Hello,I am pretty convinced that Turbo Tax is incorrectly adjusting down the maximum contributions my husband and I can make to our Roth IRAs for 2025.Background:Turbo Tax Product: 2025 Desktop Home & BusinessTax info:Married, filing jointlyAges: bot... read more
jitterbugbug
jitterbugbug ‎Posted yesterday | Latest post yesterday by dmertz
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1

how do i see where turbo is getting that info for 1099-b from?

i can't enter the information for my 1099-b. i don't how turbo got that
jromerodreamer
jromerodreamer ‎Posted yesterday
0
0

1099r

RMD amount is entered boxes 1 and 2 and than request to re-enter on page titled Let's get more information about your Required Minimum Distribution (RMD)`Re entering same amount as entered on first page under gross and taxable amount increases tax ow... read more
billwal
billwal ‎Posted yesterday
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0

Repayments to long-term disability insurer

in 2025 I repaid my LTD sum of $34,000. The LTD sent me a letter confirming the repayment in 2025 and they applied it from 6/6/24 to 8/6/25. The repayment is not part of their W-2 in 2025. How do I recoup the taxes for year 2024? How do I calculate m... read more
AE-TurboTax
AE-TurboTax ‎Posted Tuesday | Latest post yesterday by AE-TurboTax
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2

I am 84 years old receiving a CA state pension and social security. which box do i check off for the RMD? I have been receiving a pension for a long time now.

sandrasimpsontax
sandrasimpsontax ‎Posted February 11, 2021 | Latest post yesterday by Joe2569
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2

How do I report a SSA-1099 form in Turbo Tax? I see 1099-R and 1099-INT but no plain 1099 entry. It's my social security payment for 2025. Please help!

tecouillard
tecouillard ‎Posted yesterday | Latest post yesterday by VolvoGirl
0
1

Is my lump sum payment under change in Windfall law of 2024 but paid in 2025 as retired teacher benefits marked as seperate lump sum? It shows on my 2025 amount

speedyg53
speedyg53 ‎Posted yesterday | Latest post yesterday by xmasbaby0
0
1
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