Retirement Income

Discussion List

• Can QCD be for specific fund within charity?

  Answered ✓ 25 views 3 comments 0 points Most recent by MatthewD November 13
• **** 1099-R for excess Roth Contributions

  Answered ✓ 61 views 3 comments 0 points Most recent by KristineS September 27
• Roth Iras

  Answered 65 views 1 comment 1 point Most recent by MatthewD June 7
• Two 1099R forms from the same distribution

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

  Answered 66 views 1 comment 0 points Most recent by RBorch April 16
• RETIREMENT CREDIT ($200) FOR OHIO STATE TAX RETURN

  Answered 54 views 1 comment 0 points Most recent by CoryF April 13
• Treating Traditional IRA With Some After Tax Contributions

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

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

  1.4K views 4 comments 2 points Most recent by Henry March 12
• IRA distributions:

  Answered 171 views 1 comment 0 points Most recent by KristineS January 24
• Affordable Care Act, Roth Conversion and Taxes

  Answered 143 views 1 comment 0 points Most recent by MatthewD January 16
• Medicaid Waiver Payments May Be Excludable From Income

  Answered 365 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 ✓ 469 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 ✓ 109 views 4 comments 0 points Most recent by Russell December 2023
• Are my earnings in my roth ira taxable?

  Answered 104 views 1 comment 0 points Most recent by AmmonE December 2023
• Self-Employed 401k plan contributions - employee and employer

  Answered 418 views 2 comments 0 points Most recent by danu December 2023
• Medicare A and Health Savings Accout

  Answered 54 views 1 comment 0 points Most recent by AlexO December 2023
• IRA withdrawal fees/penatlies?

  Answered ✓ 253 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 68 views 1 comment 0 points Most recent by MatthewD December 2023
• Roth Conversion tax penalties

  Answered 73 views 1 comment 0 points Most recent by AlexO December 2023
• Overcontributed to 2023 401k

  Answered 106 views 1 comment 0 points Most recent by rachels December 2023
• Roth IRA + simple ira

  Answered 83 views 4 comments 0 points Most recent by Rita December 2023
• Inherited IRA RMD for 2023

  Answered 117 views 1 comment 0 points Most recent by rachels December 2023
• IRA taxes while living vs taxes as an inheritance

  Answered ✓ 101 views 4 comments 0 points Most recent by bjkoenigs December 2023
• Social Security Payments

  Answered 130 views 1 comment 0 points Most recent by GerhardtQ December 2023
• Any tax liability for having a house and IRA left to me?

  Answered ✓ 72 views 1 comment 0 points Most recent by MatthewD December 2023
• Should I withdraw from IRA and put it into a Roth?

  Answered 83 views 1 comment 1 point Most recent by MatthewD December 2023
• Is it a good idea to covert Traditional to Roth IRA?

  Answered 202 views 2 comments 0 points Most recent by darbillw December 2023
• how do I pay a penalty for early Roth IRA withdrawal

  Answered 166 views 1 comment 0 points Most recent by AlexO December 2023
• Macrx

  Answered 52 views 1 comment 0 points Most recent by KFine3325 December 2023