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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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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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I received a 1099-B with only 1a, 1c, 1d are populated, and box 5 is checked, I am not able to upload that file and and manually fill the form, it is missing the date.

Also, I check your help, that 1099-B is for company co-invest pay interests etc. You said it should be investment type of other or partner etc but there is no that option. and the date is requred in your app, but other tax app was able to let me leav... read more
jean-yfeng
jean-yfeng ‎Posted 7m ago
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Backdoor roth

Trying to follow the instructions posted by TT here: https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US, but they are missing detials to severla steps. After I enter m... read more
mstrings
mstrings ‎Posted yesterday
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I am 91 years old and still work full-time. Is there a RMD on my pension benefits?

Banner Life Insurance Company Distribution code 7
loissteelman
loissteelman ‎Posted yesterday
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0

My 3 year Annuity matured in 2025. I did not renew it. I received a 1099-R for interest earned. How and where do I enter it?

I need to show earned interest from a 1099 -R from a 3 year annuity that matured in 2925. How do I do that?
eileentolby
eileentolby ‎Posted yesterday
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0

For a 1099-R inherited IRA, is the Taxable Amount the same as Gross Distribution or are there circumstances when it might be less? The not determined box is checked.

acalloway
acalloway ‎Posted yesterday
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Hello, I'm trying to report a conversion from a IRA to a Roth, can't seem to get turbotax to lead me to the right page. Is it done via the 1099-R details page?

pacard17
pacard17 ‎Posted yesterday | Latest post yesterday by fanfare
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1

I have a 1099-R because money was stolen from my 401K last year. Is there a way to avoid paying taxes on the stolen money?

shultz-georgina
shultz-georgina ‎Posted yesterday
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For elderly credit do I include my income and social security benefits

I don’t understand what income to include
Janjnr03
Janjnr03 ‎Posted yesterday | Latest post yesterday by fanfare
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2

How can I report Traditional IRA in TurboTax if I recharacterize my Roth IRA contribution to be a traditional IRA contribution before 4/15/2026?

priasinbox
priasinbox ‎Posted yesterday | Latest post yesterday by fanfare
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2

How do I post my ssearnings without a 1099?

I need to post my ss earnings! How do I do it?
ruthtannenbaum5
ruthtannenbaum5 ‎Posted yesterday | Latest post yesterday by DawnC
0
1
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