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Retirement tax questions

State Income tax assessment - money grab.

I lived in Maryland for Tax year 2022 and left the state at the end of August. Since I was there over 183 days, I filed a Resident income tax return. I previously lived and filed there 2017-2021. Ok, I reported my FULL income for the entire tax year.... read more

I had to fix the social security numbers in my taxes it's been 3 days since I reapplied I'm trying to figure out if there's a problem

I have small business . TT let me contribute to 401K solo and SEP IRA. Why it did not allow me to contribute to ROTH IRA saying I do not have earned income.?

I do not have any other employees. I'm the only employer and employee.

I received a Schedule K-1 for an investment in an IRA account. Should a Schedule K-1 been issued for an investment in an IRA account?

It seems to me that this will end as taxable income and should not be since it remains in my IRA account.

Exceeded 401k Contribution

I exceeded my 401k contribution limit in 2023, and have successfully withdrew the excess deferral and earnings by 4/15/2024. I am still working on my 2023 tax return, if I report the excess deferral as "other income", do I need to include earnings in... read more

I'm a US citizen, but I live in Japan. I have an after-tax retirement annuity in the US. When I receive annuity money, which country gets to tax it?

Which article(s) of the tax treaty provide the explanation?

How do I enter SSA-1099? Turbo Tax auto enter $0.00 after 1099-Rs were entered. Cannot update Soc Sec.

Canadian Social Security NR4 filling US 1040

I already send my return and i added amount from NR4 code 46 with my US social Security. Do i need to make an amendment?

How do I enter an NR4 Canadian pension plan income code 46 using turbotax software?

Recovering from wrong amount in attempted Timely Withdrawal of Excess Roth Contribution

I made excess Roth contributions for 2021 and 2022 (early in the next calendar year, $7000 each year), and discovered this in 2023 before filing for 2022. Before the filing deadline (as extended for California), I withdrew enough to cover both the 20... read more