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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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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
1
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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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TurboTax wrongly adding qualified charitable contribution to shortfall in RMD; how to correct this error

Sasha07TTid
Sasha07TTid ‎Posted yesterday | Latest post yesterday by VolvoGirl
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1

Married filing separately, have no retirement plan, MAGI is $ 92,410 and IRA contribution of 8000 is not deductible. What can I do to get deduction?

professornewstar
professornewstar ‎Posted yesterday | Latest post yesterday by NCperson
0
1

TurboTax is entering amounts in boxes that show zeros on my 1099-INT form from Chase. Has anyone experienced this problem?

There is one box showing interested earned on my 1099-INT from Chase - all the rest are zeros. When I enter the information manually, Turbo Tax inserts dollar amounts in boxes 2,5,8,10, and 12 even though those all show zeros on the form from Chase.
kathy-hammontree
kathy-hammontree ‎Posted yesterday
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After tax 401k rollover to Roth IRA - basis not being added to Roth IRA

I contributed after tax dollars to my 401k, and then rolled that over to a Roth IRA. I received a 1099R and input that into Turbo Tax. Turbo Tax did not show this rollover in the Roth IRA basis calculation. How can I get this rollover to be included ... read more
user17753156791
user17753156791 ‎Posted yesterday | Latest post yesterday by dmertz
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1

I took a distribution on my 401K and lost it do to fraud. now my tax bill is huge. what can I do?

If I was a victim of fraud and now I owe taxes on a 401K distribution what should I do?
runamuck126
runamuck126 ‎Posted yesterday | Latest post yesterday by dmertz
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2

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 Friday | Latest post yesterday by dmertz
0
3

Error in NJ Taxable Amount for Roth Conversion (TurboTax 2025)

Hi, The following is from the NJ worksheet "Pensions Wks-TP" (Pensions, Annuities and IRA Withdrawals) for a Traditional to Roth IRA conversion (not backdoor):Column A Gross Distribution Amount: $5,500Column B Federal Taxable Amount: $5,500Column D V... read more
YATP
YATP ‎Posted yesterday
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0

FOR 2025 TURBO TAX PERMIER, HOW DO I ENTER RESULTS FROM 1099-R? it only shows icon with check mark and no place to enter income figures.?

where do I enter results from CSA OPM 1099 r Retirement forms.? Using 2025 premier version which is more complex than 2024 version of premier?
johnsolomond
johnsolomond ‎Posted yesterday
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Help with how to report IRA non-deductible contribution if removed before tax deadline

My wife made a contribution to her traditional IRA in 2025 that we came to learn was non-deductible because of a retirement account she was covered by at work we weren't aware of. We removed the contribution from her IRA in early 2026 as a "removed o... read more
tanchoco
tanchoco ‎Posted yesterday | Latest post yesterday by tanchoco
0
7

HOW TO CHANGE RMD AMOUNT

I took out more money than required. Do I enter that amount as the RQD? I so where do I correct it/
mslinda100
mslinda100 ‎Posted yesterday
0
0
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