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
What version of Turbo Tax 2024 will allow me to efile with Form 7217 included in Get your taxes done using TurboTax
Backdoor Roth IRA 2024 - Turbotax is taxing the entire amount of the conversion (which is incorrect - the conversion amount is the same amount as the basis from the non-deductible IRA that I am converting to Roth. in Retirement tax questions
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