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Retirement tax questions
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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The Required Minimum Distribution (RMD) is the mandatory amount that must be withdrawn from most retirement accounts each year.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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TurboTax Software Error – Incorrect Default Setting Caused Miscalculation of Taxable Social Security

I am writing to report a critical issue I encountered while filing my 2024 tax return using TurboTax.My adjusted gross income was $48,000, and a portion of my income came from Social Security. However, TurboTax failed to correctly calculate that 85% ... read more
edmarqu
edmarqu ‎Posted May 10, 2025 | Latest post 58m ago by brags
1
25

What do I put down on schedule C for a 1099?

benjaminriggs5711
benjaminriggs5711 ‎Posted an hour ago | Latest post an hour ago by VolvoGirl
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1

Nothing in box 16 of Form 1099-R despite the fact that there was state tax withheld. How do I get Turbo Tax to accept this.

mjmccrady
mjmccrady ‎Posted 7 hours ago | Latest post 7 hours ago by VolvoGirl
0
1

Can I fill out y tax without my 1099R?

I can't find my 1099R. How long will it take to get another one?
ch2005
ch2005 ‎Posted 7 hours ago | Latest post 7 hours ago by xmasbaby0
0
1

I would like taxes withheld on my Social Security checks. Which percentage do I choose on the Social Security website?

brandygirl-ss
brandygirl-ss ‎Posted 11 hours ago | Latest post 7 hours ago by fanfare
0
2

Our return was reduced by the IRS. I need to speak to some one in reguards to the email I sent to you on 04/12/2026

I need a phone number to speak to an expert
bmccuaigpfs
bmccuaigpfs ‎Posted 8 hours ago | Latest post 8 hours ago by Vanessa A
0
1

Turbo tax determined my SS income was not taxable. The IRS disagreed. Anyone else run across this ?

montvueln
montvueln ‎Posted 3 weeks ago | Latest post yesterday by PatriciaV
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4

If it says to enter box 14 and box 16 for state info, but my 1099r doesn't have a box 16? I used the same amount in both box14 and16 but it rejects it. Workaround?

example: state tax withheld should not be greater than or equal to the state distribution amount.
carenet1957
carenet1957 ‎Posted Saturday | Latest post Saturday by VolvoGirl
0
1

Are social security retirement benefits taxable for 2025?

fitzgraber
fitzgraber ‎Posted February 24, 2026 | Latest post Saturday by CharOR
0
12

I need to amend my 2025 taxes. To add my Roth IRA distributions.

Believeme2
Believeme2 ‎Posted Saturday | Latest post Saturday by DoninGA
0
1
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