Retirement Income

Discussion List

• ira rmd

  Answered 37 views 2 comments 0 points Most recent by mikey49 December 20
• non-qual annuity

  Answered ✓ 13 views 2 comments 0 points Most recent by TheDan December 17
• Does a retired person have to file federal & state taxes with SSA, VA pension, & VA Korean pension?

  Answered ✓ 31 views 7 comments 0 points Most recent by PhillipB December 16
• I had a small RMD from a tranditional IRA sent directly to my church in 2023. Is the RMD taxed

  Answered ✓ 118 views 9 comments 0 points Most recent by MatthewD December 11
• SS Income with Death of Spouse

  Answered 16 views 3 comments 0 points Most recent by rachels December 10
• Taxes on SS

  Answered ✓ 24 views 1 comment 0 points Most recent by rachels December 10
• Can QCD be for specific fund within charity?

  Answered ✓ 31 views 6 comments 0 points Most recent by 85PKQ8bn December 10
• Tax Implications to Medicare Premiums for receiving RMDs

  Answered 4 views 1 comment 0 points Most recent by PhillipB December 10
• Best timing for a Backdoor Roth?

  Answered ✓ 41 views 1 comment 0 points Most recent by MatthewD November 25
• **** 1099-R for excess Roth Contributions

  Answered ✓ 79 views 3 comments 0 points Most recent by KristineS September 27
• Roth Iras

  Answered 63 views 1 comment 1 point Most recent by MatthewD June 7
• Two 1099R forms from the same distribution

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

  Answered 61 views 1 comment 0 points Most recent by RBorch April 16
• RETIREMENT CREDIT ($200) FOR OHIO STATE TAX RETURN

  Answered 53 views 1 comment 0 points Most recent by CoryF April 13
• Treating Traditional IRA With Some After Tax Contributions

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

  83 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 172 views 1 comment 0 points Most recent by KristineS January 24
• Affordable Care Act, Roth Conversion and Taxes

  Answered 189 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 ✓ 502 views 1 comment 0 points Most recent by KeriC December 2023
• Are my earnings in my roth ira taxable?

  Answered 101 views 1 comment 0 points Most recent by [Deleted User] December 2023
• Self-Employed 401k plan contributions - employee and employer

  Answered 421 views 2 comments 0 points Most recent by danu December 2023
• Medicare A and Health Savings Accout

  Answered 51 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 61 views 1 comment 0 points Most recent by MatthewD December 2023
• Roth Conversion tax penalties

  Answered 71 views 1 comment 0 points Most recent by AlexO December 2023
• Overcontributed to 2023 401k

  Answered 101 views 1 comment 0 points Most recent by rachels December 2023
• Roth IRA + simple ira

  Answered 103 views 4 comments 0 points Most recent by Rita December 2023
• Inherited IRA RMD for 2023

  Answered 111 views 1 comment 0 points Most recent by rachels December 2023