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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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

I opened traditional IRA account and contributed for 2025 on 4/14/2026 after filing taxes. I donot have 1099R. How to amend my submission to include form 8606?

1099-R Box 16 is blank and Box 14 filled, so TT won't let me proceed. Always allowed in the past!

For the past 14 years I received an RMD distribution for a small non-spousal Beneficiary IRA from my deceased parents. This distribution is reflected annually on a 1099-R. As usual, my current 1099-R Box 16 is blank, with Boxes 1, 2a, 2b, 4, 7, 14, 1... read more

My name and social security number are correct. Absolutely not. I know what the problem is

Can you enter SSA 1099 online? System does not fetch 2024 data nor allow entry of new SSA 1099 form.

I selected 'Retirement Plans and Social Security' then 'Social Security (SSA - 1099). System presents 'Revist' button which when pressed starts loop.

I filed my tax return and set it up for direct withdraw for my federal return on 4/15 but the money has not been taken out of the account

Use Premier Desktop - not ID Roth IRA conversion (1099-R Code 7) – 1040 line 4a blank & no 8606. No “what did you do” conversion Qs; B4 blank/locked. How to fix?

1099-R: Box 1 = xx,233 Box 2a = xx,233 Code 7, IRA box checked Fully converted to Roth in 2025; No nondeductible contributions or prior basis. Issues: No “What did you do with the money?” for 1099-R questions; 1099-R worksheet B4 (conversion) is blan... read more

My document number on my license isn’t working they keep saying I’m missing the first three digits but I’m not shoot include IDUSA

How to claim Housing Expenses for Retired Minister with RMD income from a 403b being offset by it?

RMD income from 403(b) is Housing Allowance and is to be offset by Housing Expenses effectively reducing income.

Trying to do efile but 1099-R does not show a value other than zero for box 9a. If I attempt to enter a value like 0.01 I get a new error message saying I can't do it

It seems like this is a bug as I have entered in all the boxes correctly for my 1099-R but it keeps flagging box 9a because there's a 0 in it which matches what the bank sent me. TT s/w bug or era somewhere else in my form?

My California State refund is being audited and are asking copies of our Ca ID's, Copies of our 1099, which we have a 1099R only and paystubs which there are none.help??

help with CA refund audit please

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Featured Topics

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!

I opened traditional IRA account and contributed for 2025 on 4/14/2026 after filing taxes. I donot have 1099R. How to amend my submission to include form 8606?

1099-R Box 16 is blank and Box 14 filled, so TT won't let me proceed. Always allowed in the past!

My name and social security number are correct. Absolutely not. I know what the problem is

Can you enter SSA 1099 online? System does not fetch 2024 data nor allow entry of new SSA 1099 form.

I filed my tax return and set it up for direct withdraw for my federal return on 4/15 but the money has not been taken out of the account

Use Premier Desktop - not ID Roth IRA conversion (1099-R Code 7) – 1040 line 4a blank & no 8606. No “what did you do” conversion Qs; B4 blank/locked. How to fix?

My document number on my license isn’t working they keep saying I’m missing the first three digits but I’m not shoot include IDUSA

How to claim Housing Expenses for Retired Minister with RMD income from a 403b being offset by it?

Trying to do efile but 1099-R does not show a value other than zero for box 9a. If I attempt to enter a value like 0.01 I get a new error message saying I can't do it

My California State refund is being audited and are asking copies of our Ca ID's, Copies of our 1099, which we have a 1099R only and paystubs which there are none.help??

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