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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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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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my wife did a back door roth of $8000 for 2025. I filled all the info but I am getting "excess contribution of $8000" and to withdraw before 04/15/26. How do I fix this?

rmmusau
rmmusau ‎Posted yesterday | Latest post 27m ago by NCperson
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1

Why does TurboTax assign a portion of a Roth IRA distribution as taxable for a person over the age of 59.5 from an account that has been open more than 5 years?

I've found nothing in IRS Pub. 590-B that identifies any circumstances under which there is tax due on a Roth IRA distribution under the above circumstances. See Figure 2-1 in particular.
mkmoore588
mkmoore588 ‎Posted yesterday | Latest post 28m ago by NCperson
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1

Turbo tax is including NYSDC that is NOT PERIODIC in the NYS income exclusion. This is NOT CORRECT, I selected that it is NOT PERIODIC, but it keeps including the income!

Lump sum and non-periodic payments are NOT ELIGIBLE for the $20K annual state income tax deduction!
bzlhpitcher
bzlhpitcher ‎Posted 3 weeks ago | Latest post 3 hours ago by user17759779210
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2

If my social security is not on submitted return how can I add it on?

lbrady808
lbrady808 ‎Posted yesterday
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I need to enter in my IRA contributions. My employer does not offer a retirement plan.

tknight
tknight ‎Posted yesterday
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0

Traditional to Roth Conversion missed Form 8606

For TY 2023 I did a Traditional to Roth conversion. T Rowe Price handled it all in house I never received the money. They sent me a 1099R for the conversion. Was shown as Distribution code 7- Normal distribution. It got into my tax return and I paid ... read more
madkiwis
madkiwis ‎Posted April 13, 2025 | Latest post yesterday by madkiwis
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TurboTax is asking me if my retirement account is a digital asset or not, and won't let me choose no or complete my tax filing. How do I get around this bug?

Some folks online recommend manually editing the Capital Assets sheet, but I have no idea how to find this in TurboTax
scott
scott ‎Posted yesterday
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how do i enter a backdoor Roth in turbotax online for 2025? The only box I see for nondeductable contribution is for 2024

ashupe7
ashupe7 ‎Posted yesterday | Latest post yesterday by ashupe7
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2

Box 7 on 1099 R does not have the Y visible to choose and I cannot type it in either how can I fix this

jeanandysimmons
jeanandysimmons ‎Posted yesterday | Latest post yesterday by SharonD007
0
1

Where do I enter the prior year distribution amounts for form 8915F?

The software is not calculating taxes correctly and is leaving blanks on this form.
gwayo
gwayo ‎Posted yesterday
0
0
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