Retirement Income

Discussion List

• Form 8606 needed to report Roth IRA Conversion

  Answered 27 views 1 comment 0 points Most recent by CoryF April 25
• how to file form 5329 for excess contribution Roth IRA 2024,withdraw the contribution & earning

  Answered 77 views 1 comment 0 points Most recent by WrenD April 24
• Reporting mega backdoor roth when after tax earnings

  Answered 97 views 1 comment 0 points Most recent by CoryF April 23
• How to report a Once in a Lifetime IRA to HSA Rollover?

  Answered 159 views 4 comments 0 points Most recent by CoryF April 22
• RMD Dec 31

  16 views 1 comment 0 points Most recent by TaxMorgan April 21
• Medicaid Waiver Payments May Be Excludable From Income

  Answered ✓ 1K views 6 comments 0 points Most recent by CoryF April 16
• How are line 52 and 53 in Form 5329 generated

  188 views 2 comments 1 point Most recent by maine_mom April 12
• 1st RMD taken in the following year, after turning 73

  Answered 22 views 1 comment 0 points Most recent by JMSSGV April 12
• Jim Petro

  Answered 23 views 1 comment 0 points Most recent by JMSSGV March 29
• Where do I report a traditional IRA to Roth IRA conversion?

  Answered ✓ 100 views 1 comment 0 points Most recent by DaveT March 28
• RMD Distributions

  268 views 3 comments 0 points Most recent by KristineS March 27
• IRA RMD

  Answered 466 views 11 comments 0 points Most recent by MatthewD March 24
• How to properly reflect 2023 excess 401(k) deferral in FreeTaxUSA software

  2.5K views 13 comments 2 points Most recent by KeriC March 24
• Retirement Income

  Answered 35 views 1 comment 0 points Most recent by DaveT March 21
• Recording IRA distributions on Federal 1040

  Answered ✓ Closed 139 views 2 comments 0 points Most recent by JMSSGV March 11
• IRA withdrawal fees/penatlies?

  Answered ✓ 353 views 4 comments 0 points Most recent by MatthewD March 4
• Use of IRA funds for College Tuition

  28 views 2 comments 0 points Most recent by MatthewD March 3
• Gerald

  Answered 16 views 1 comment 0 points Most recent by JMSSGV February 27
• No way to indicate Roth IRA withdrawal is from previous contributions

  Answered ✓ 365 views 9 comments 0 points Most recent by bgrt February 26
• Do I claim my social security under income?

  Answered ✓ 116 views 1 comment 0 points Most recent by JMSSGV February 22
• Excess Roth IRA Contributions 2024

  Answered 404 views 1 comment 0 points Most recent by KeriC February 21
• How to properly reflect 2023 excess 401(k) contribution in FreeTaxUSA

  Answered 146 views 1 comment 0 points Most recent by Dream_Home_Mortgage February 19
• Can I carry over unused IRA contributions to the next year?

  Answered ✓ 63 views 2 comments 0 points Most recent by Don_G February 17
• IRA Contribution Deduction--No W-2 Earned Income

  Answered ✓ 89 views 4 comments 0 points Most recent by TAXquest February 14
• do i need wife's 1099

  Answered 19 views 1 comment 0 points Most recent by TriciaD February 12
• How to report and correct a 401(k) excess contirbution, without a distribution

  Answered 189 views 1 comment 0 points Most recent by CoryF February 11
• Can't find a way to correct IRA basis and FMV after entering 1099-R

  Answered ✓ 134 views 4 comments 0 points Most recent by MatthewD January 29
• Excess IRA Contribution

  Answered ✓ 1.1K views 1 comment 0 points Most recent by ChipGirl January 26
• Non-deductible IRA and 8606

  Answered 1.2K views 2 comments 0 points Most recent by Brian January 21
• Taxes from An IRA for a Senior Citizen

  Answered 216 views 2 comments 0 points Most recent by JMSSGV January 17