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Retirement tax questions
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Featured Topics

LOUISIANA RETIREMENT IS NOT TAXABLE BY THE STATE OF LOUISIANA WHY DO I OWE STATE TAXES?

WHY DO I OWE STATE TAXES ON MY RETIREMENT?
woodie2024-
woodie2024- ‎Posted yesterday
0
0

My MIL has a W2 for non-taxable Medicaid Waiver payments. Box 1 is $50K. Boxes 3/5 are $5K. Is the 5K of this taxable? How do I put this in the software?

I would think that normally the W2 would have a blank box 1 and I am not sure why on a non-taxable benefit, SS and medicare taxes would be taken out (based on $5K and not the entire $50K) unless this portion of the payments was considered taxable. No... read more
McKenna3435
McKenna3435 ‎Posted 4 weeks ago | Latest post yesterday by JotikaT2
0
8

Roth Recharacterization to Traditional IRA and Backdoor Roth IRA

I have hard time trying to properly enter Roth recharacterization to Traditional Roth and back to converting them to Backdoor Roth for tax year 2023 ( and filing in 2024). I had incurred some gain and I did get two 1099-R forms and two 5498 Forms. He... read more
ojmn
ojmn ‎Posted yesterday
0
0

How can I include Form 5329 and request for a waiver of additional Tax on excess accumulation in qualified retirement plan (my IRA)?

Can I submit Form 5329 and documentation requesting a waiver of additional taxes for a missed RMD?
hmb7064108
hmb7064108 ‎Posted yesterday | Latest post yesterday by Bsch4477
0
1

Turbo Tax is not deducting my SSA-1099 income at the state level. How do I correct this prior to filing the return?

williebur160
williebur160 ‎Posted March 8, 2024 | Latest post yesterday by VolvoGirl
0
11

Trouble Entering 1099-LTC?

When I follow the link for long term care, it only provides space for entering expenses, etc. Does not address long term care contracts.
jkpruitt-0332
jkpruitt-0332 ‎Posted yesterday | Latest post yesterday by DoninGA
0
1

Rollover 401k IRA capital gains taxation

Hello all The IRS publication states that Rollover 401k IRA withdrawals are exempt from the early 10 percent penalty if used for qualified expenses such as education, etc. however the withdrawal is subject to taxes.I have a few stock transactions in ... read more
ramaonline
ramaonline ‎Posted Saturday | Latest post Sunday by dmertz
0
1

Should I half to fill out the last question for section c on my taxes because I don't have any code nor do I understand why they are asking me for one?

I guess it's asking me for a 6 digit code for a business that i don't have
3cb788b21812
3cb788b21812 ‎Posted Sunday | Latest post Sunday by VolvoGirl
0
1

Inherited IRA - 10 yrs or lifetime?

I'm 65, retired, and inherited a traditional IRA. I'm an "eligible designated beneficiary," and so can take distributions within a 10-year period, or over my expected lifetime. I am inclined to take the distributions over my expected lifetime, but po... read more
glerbnik84
glerbnik84 ‎Posted Friday | Latest post Sunday by glerbnik84
0
6

Can i contribute tax refund money in ROTH IRA ?

sm_shinde
sm_shinde ‎Posted Thursday | Latest post Sunday by Hal_Al
0
3

Excess ADP 401K contribution in 2021, but got a 1099-R in 2022 with code 8 in box 7

Had an excess ADP 401K contribution of $7000 in 2021, but got a 1099-R in 2022 with code 8 in box 7. ADP issued the withdraw check on Dec 31, 2021. But the actual auto deposit by ADP happened on March 30, 2022. So, I ended up with additional income o... read more
lcai69
lcai69 ‎Posted Tuesday | Latest post Saturday by dmertz
0
3

Divorce lump sum payout

Im receiving a lump sum payout from divorce, not designated as spousal support or alimony; just a lump sum payment to settle. What forms do I need to claim on my taxes?
user186547
user186547 ‎Posted Saturday | Latest post Saturday by Bsch4477
0
5

Recharacterization and Backdoor Roth IRA

Hi, I'm having some trouble with reports a recharacterization and Backdoor Roth IRA. So for background, in 2022, I initially contributed 6,000 directly to a Roth IRA in January. Many months later I learned that I was going to make above the limit tha... read more
Ruthenium
Ruthenium ‎Posted February 18, 2023 | Latest post Saturday by ojmn
0
5

How do I get Turbo Tax to correctly calculate my New York State Pension and Annuity income exclusion?

I turned 59 1/2 during 2023. Turbo Tax says that it will take care of this but does not
quinlivan1240
quinlivan1240 ‎Posted Friday | Latest post Saturday by LenaH
0
1

Does Form 1116 Line 18 calculate correctly? The IRS instructions allow adjustments to be made for qualified dividends yet the system does not appear to do this. Thoughts?

grahamcotton
grahamcotton ‎Posted February 27, 2023 | Latest post Friday by Vijay
0
27
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