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Retirement tax questions

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

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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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

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

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

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

Does "annuity start date" mean the date for the reporting tax year or the beginning of the entire annuity contract?

I started my receiving my annuity payments in January, 1990. Does "annuity start date" mean that date or the date in 2025 when I began receiving payments?

I am 76, working full time, collecting annuity, pension & SS... also contributing to 401k and SS. Do I need to report RMD?

How do fill out form 3468 in Turbo Tax Business?

I'm trying to take the Business Energy Investment Tax Credit and cannot get either the desktop or the online version of Business to open the form. I am filing 2025 taxes for a 3 member LLC. We bought and put into service a solar system for our commer... read more

Turbotax has not been updated to handle a QTP to Roth IRA transfer. The software is adding the amount to taxable income, it should not. Any way to fix this?

"Did you open any Roth IRAs in 2024 or any previous year?" Is TT asking if my contribution is to a new Roth or previously opened Roth? Or if I have opened multiple Roths?

my oregon form 40 will not allow for the selection of a house for my address. it selected apartment which is inaccurate

what is my annuity start date?

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Video Guide on Entering Qualified Charitable Distributions (QCDs) for the 2025 Tax Year

Retirement Video Guide 2025: Entering Your Required Minimum Distribution (RMD)

Traditional IRA vs. ROTH IRA: Which is better?

Retirement Plans: Taxing Distributions!

Retirement Plans: Tax Savings Galore!

Does "annuity start date" mean the date for the reporting tax year or the beginning of the entire annuity contract?

I am 76, working full time, collecting annuity, pension & SS... also contributing to 401k and SS. Do I need to report RMD?

How do fill out form 3468 in Turbo Tax Business?

Turbotax has not been updated to handle a QTP to Roth IRA transfer. The software is adding the amount to taxable income, it should not. Any way to fix this?

Why won't Turbo Tax do the qualified business income for me when I know that I qualify

RMD Charitable Contributions not counted toward RMD total, resulting in a penalty. How to fix?

Why are my state withholding entered on the W-2 not flowing to my schedule A as a state tax payment?

"Did you open any Roth IRAs in 2024 or any previous year?" Is TT asking if my contribution is to a new Roth or previously opened Roth? Or if I have opened multiple Roths?

my oregon form 40 will not allow for the selection of a house for my address. it selected apartment which is inaccurate

what is my annuity start date?

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