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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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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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1099-R pension: TT asks if I paid tax on the "total amount." My form has gross & taxable amounts already computed by simplified method. Does "total" mean "taxable" here?

If it means "gross" amount, TT asks for info I don't have and recomputes the taxable amount to be an obviously wrong number.
jmmaccione
jmmaccione ‎Posted yesterday | Latest post 4m ago by SteamTrain
0
1

Roth IRA Contribution Limit Worksheet and Earned Income Worksheet do not show my SE income

Example:Online Premium version.W2 wage income $2500. Net self-employment income from Schedule C $2700. Total earned income should be about $5K. On the Roth IRA Contribution Limit Worksheet, Line 7, only the wage income shows up there as earned income... read more
Pedernales
Pedernales ‎Posted yesterday | Latest post 9m ago by Pedernales
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5

How to report on 2210 form if made Roth conversion for the end of year?

mddoodoo
mddoodoo ‎Posted yesterday | Latest post 19m ago by baldietax
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1

THERE IS NOT A DROP-DOWN TAB FOR THE STATE OF TENNEESSEE???!!!

IT KEEPS TELLING THE FILER TO REVIEW IT! THIS NEDS TO BE FIXED!!!
goldentheif619
goldentheif619 ‎Posted yesterday | Latest post 3 hours ago by xmasbaby0
0
2

My return shows a RRB 1099 but I didn’t check the box on the income page. I do not have RRB income, how do I get rid of something that I never checked?

Can I file even though it shows I have RRB income and I don’t have any?
SBenzon
SBenzon ‎Posted 4 hours ago
0
0

At step "Federal - Federal Review", the system stops me for "Review 1099-R forms for duplicates". However, the two 1099-R forms I have are actually different.

wjx26tax
wjx26tax ‎Posted yesterday
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Inherited IRA had to take an RMD. Paid 10% inc tax at that time. The prgram says the difference between RMD and what i took of $3876is subject to penalty. Why?

jdguffey5
jdguffey5 ‎Posted Thursday | Latest post yesterday by fanfare
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3

My cost basis on call/put option shows zero "0" on 1099 B, how should I enter for reporting purposes on turbo tax ?

shounok2003
shounok2003 ‎Posted yesterday
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0

1) My wife and I are over 70 years. How do I get The Additional Age 65+ Deduction? I expected Turbo Tax to do it automatically knowing our age.

Can anyone point out how/where to enter The Additional Age 65+ Deduction?
sseenu
sseenu ‎Posted yesterday | Latest post yesterday by xmasbaby0
0
1

TurboTax is charging me tax on a qualified 529 to Roth Distribution, Any ideas how to adjust? The distribution meets the IRS requirements for tax free, penalty free.

dozersophie174
dozersophie174 ‎Posted Thursday | Latest post yesterday by user17715594643
0
6
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