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Retirement tax questions

Retirement Plans: Taxing Distributions!

Is it time to retire? You’ve worked your whole life - setting aside some of your hard-earned dollars to ensure a comfortable retirement. Now it’s time to reap the benefits of your savings! Know your options and gather the knowledge to reduce taxes, e... read more

Retirement Plans: Tax Savings Galore!

The best place to begin your retirement tax savings is with expert knowledge! You’ll find that in the The Golden Years Guide to Tax-Free Retirement, which is filled with great tips from financial experts in-the-know. Most people are familiar with a 4... read more

I received medical leave but I did not receive a 1099 G form.

When I will I be able to code my 1099-R as a 2024 Qualfied Disaster Recovery Distribution?

When I try to now on January 28, 2025 it gives me an error message and to check in later.

PA income tax on pension

Submitted this to PA Department of Revenue, but no answer yet:In 2024, I was required, because of my age (72), to begin taking Minimum Required Distributions on my pension from my company, although I was still employed full time by them for the entir... read more

Received California 1099-g , the source of income is last year state income tax refund ， however there is not such source in turbo tax options

Which income option should I use， taxable grant or others?

Do I have excess Roth IRA contributions for prior years if I already put in my 1099-R information?

RE: Military Retirement Income Deduction for SC for Surviving Spouse. What is considered the "qualified" income (for a Spouse) [DOD was >65]?

My Father was Army. He passed at 68. My Mother, the Surviving Spouse received his Military Pay Benefits until she passed in November of 2024. I see that SC allows you to deduct all military retirement but I'm confused if the "all" differs and is redu... read more

What does this mean exactly “Returns with Department of Social Services Application of Eligibility form attached box checked on form MO-1040 are not eligible for e-file?”

I keep getting "needs info" for box 16, state distribution. But there is nothing on my 1099R?

If I only worked one shift 7.5 hrs on a pay period beginning 12/23/24 ending 1/05/25 and I was paid on the 1/10/25 is ok to file this on next years return not this year?

This was my first time working for this company. I'm only partime/on call for snow removal.

Excessive/Ineligible Contribution to Roth IRA Many Years Ago

I just realized that I wasn't eligible to contribute to a Roth IRA for the tax year of 2019 as I was in school and earned no income. However, I contributed $898.70 to my Roth IRA for that tax year as I didn't know the rules at that time. As it is now... read more

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Retirement Plans: Taxing Distributions!

Retirement Plans: Tax Savings Galore!

I received medical leave but I did not receive a 1099 G form.

When I will I be able to code my 1099-R as a 2024 Qualfied Disaster Recovery Distribution?

PA income tax on pension

Received California 1099-g , the source of income is last year state income tax refund ， however there is not such source in turbo tax options

Do I have excess Roth IRA contributions for prior years if I already put in my 1099-R information?

RE: Military Retirement Income Deduction for SC for Surviving Spouse. What is considered the "qualified" income (for a Spouse) [DOD was >65]?

What does this mean exactly “Returns with Department of Social Services Application of Eligibility form attached box checked on form MO-1040 are not eligible for e-file?”

I keep getting "needs info" for box 16, state distribution. But there is nothing on my 1099R?

If I only worked one shift 7.5 hrs on a pay period beginning 12/23/24 ending 1/05/25 and I was paid on the 1/10/25 is ok to file this on next years return not this year?

Excessive/Ineligible Contribution to Roth IRA Many Years Ago

How do I know if my Ira is a sep or simple Ira? The box is checked but I don’t know which it is

How to get IRS form 5329 to get waiver penalty for not taking Inherited RMD by end of year?

Why isn't the entered RMD equal to the "from what you told us your total RMD is"?

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