I paid estimated taxes when i filed an extension, but i need to request that money to be refunded. How do I request that? in After you file
multi-year tax strategy and planning for transition to retirement, including IRMAA cliff thresholds, potential Roth ITA conversion amounts for individual tax situations, etc in [Event] Ask the Experts: Tax Law Changes - One Big Beautiful Bill
I am 75 with an IRA, receiving 2025 RMD. Part of the RMD paid directly to my church. Am I correct in assuming I do not have to include this amount in my taxable income? in Retirement tax questions