I receive benefits from my mother’s retirement, setup through her job, who is now deceased. Which do I file General rule or Simplified? in Retirement tax questions
How do I determine the taxable portion of an RMD gross distribution amount using the general rule? Is it better to use downloaded version of Turbotax for this? in Retirement tax questions
I am being told that CSA 1099-R must be taxed as a simplified method and not under general rule, but how do you change this on your tax return form? in Retirement tax questions
How do I overcome: TurboTax aggregating our HSA contributions under one family limit instead of applying separate limits for mixed HDHP coverage, causing a false excess. in Deductions & credits
Recoverable OPM Federal Pension Contributions Not Being Recovered Yet from 2016 Retirement - Help Please! in Retirement tax questions