Retirement Income

Discussion List

• Two 1099R forms from the same distribution

  25 views 1 comment 0 points Most recent by MatthewD April 16
• Box 7, Form 1099-R

  Answered 28 views 1 comment 0 points Most recent by RBorch April 16
• RETIREMENT CREDIT ($200) FOR OHIO STATE TAX RETURN

  Answered 26 views 1 comment 0 points Most recent by CoryF April 13
• Treating Traditional IRA With Some After Tax Contributions

  53 views 2 comments 0 points Most recent by petec April 5
• 10% penalties for early pension withdrawal

  47 views 1 comment 0 points Most recent by Kellip March 28
• How to properly reflect 2023 excess 401(k) deferral in FreeTaxUSA software

  905 views 4 comments 1 point Most recent by Henry March 12
• IRA distributions:

  Answered 151 views 1 comment 0 points Most recent by KristineS January 24
• Affordable Care Act, Roth Conversion and Taxes

  Answered 99 views 1 comment 0 points Most recent by MatthewD January 16
• Medicaid Waiver Payments May Be Excludable From Income

  Answered 270 views 1 comment 0 points Most recent by KristineS December 2023
• In my IRA, I would like to buy stock in Enterprise Products Partners (EPD).

  Answered ✓ 203 views 1 comment 0 points Most recent by KeriC December 2023
• I had a small RMD from a tranditional IRA sent directly to my church in 2023. Is the RMD taxed

  Answered ✓ 91 views 4 comments 0 points Most recent by Russell December 2023
• roth ira

  Answered 87 views 1 comment 0 points Most recent by AmmonE December 2023
• Self-Employed 401k plan contributions - employee and employer

  Answered 358 views 2 comments 0 points Most recent by danu December 2023
• Medicare A and Health Savings Accout

  Answered 44 views 1 comment 0 points Most recent by AlexO December 2023
• IRA withdrawal fees/penatlies?

  Answered ✓ 230 views 2 comments 0 points Most recent by catloverdawn December 2023
• I made contributions to a traditional IRA after I turned 70 1/2. Can I do a QCD?

  Answered 53 views 1 comment 0 points Most recent by MatthewD December 2023
• Roth Conversion tax penalties

  Answered 59 views 1 comment 0 points Most recent by AlexO December 2023
• Overcontributed to 2023 401k

  Answered 83 views 1 comment 0 points Most recent by rachels December 2023
• Roth IRA + simple ira

  Answered 66 views 4 comments 0 points Most recent by Rita December 2023
• Inherited IRA RMD for 2023

  Answered 104 views 1 comment 0 points Most recent by rachels December 2023
• IRA taxes while living vs taxes as an inheritance

  Answered ✓ 81 views 4 comments 0 points Most recent by bjkoenigs December 2023
• Social Security Payments

  Answered 119 views 1 comment 0 points Most recent by GerhardtQ December 2023
• Any tax liability for having a house and IRA left to me?

  Answered ✓ 62 views 1 comment 0 points Most recent by MatthewD December 2023
• Roth Conversion

  Answered 67 views 1 comment 1 point Most recent by MatthewD December 2023
• Roth Conversion

  Answered 179 views 2 comments 0 points Most recent by darbillw December 2023
• how do I pay a penalty for early Roth IRA withdrawal

  Answered 134 views 1 comment 0 points Most recent by AlexO December 2023
• Macrx

  Answered 40 views 1 comment 0 points Most recent by KFine3325 December 2023
• If my IRA grew from $6000 to $6500 by the time I converted it to a Roth, can I still contribute $500

  Answered ✓ 112 views 6 comments 0 points Most recent by atrlau December 2023
• how do I pay a penalty for early Roth IRA withdrawal

  Answered 50 views 1 comment 0 points Most recent by KFine3325 December 2023
• IRA Conversion

  Answered 68 views 1 comment 0 points Most recent by AlexO December 2023