I receive Old Age Security (OAS) and Quebec Pension Plan (QPP) from Canada. These are GOVERNMENT pensions and I believe they are considered as Social Security according to the treaty between Canada and the USA. I pay tax only in the USA as I am a resident alien of the USA and a non-resident of Canada. I read that OAS and…
My mom retired years ago from being a nurse at a nursing home owned by the local church diocese. She gets a pension from "Roman Catholic Pension Lay Pension Plan" SEI Private Trust Company. I've been under the assumption, this is not a 403(b) plan as she worked at a nursing home, not a church directly and the plan clearly…
How to report foreign social security when there is no tax forms from Croatia, they just don't issue any. Checking around got several different options: to make substitute 1099-R OR add it to Sch 1 , under 8-z and describe what it is OR under Other reportable income. I assume there are many people in same situation and…
Can someone please help me answer this tax question below and how to apply it, if necessary? My taxes were withheld from my IRA account in 2025. Thanks! "The potential Massachusetts taxable amount of IRA distributions from your federal return is $2,210. From this amount, subtract any IRA contributions that haven't already…
thanks. I can’t figure it out.
I took a Required Minimum Distribution from an IRA of $910 in 2025. Since it is below the $20,000 threshold, it is not taxable on my NYS Form IT-201 and should be included in the "New York State Subtractions" section. But, when filling out the info on FreeTaxUSA for my state form, I can not find where I put in that amount…
Where do I enter amounts of "pension and annuity exclusions," namely an IRA distribution, on the state (NY) tax form information so it shows up as a "subtraction" to income?
I have a couple of 1099-Rs that clearly indicate a taxable amount, but this amount isn't included in the Income summary (so the tax calculated is also wrong). Please see details below. What am I missing? One is for an in-service rollover within my employer 401(k) from Traditional to Roth which is a taxable event. I got a…
Can someone please advise me where I can find the dollar amount (if needed) to this one question the tax software is asking me. I live in Massachusetts and my taxes with my IRA deductions. were withheld from my IRA account in 2025. "The potential Massachusetts taxable amount of IRA distributions from your federal return is…
Hello I need help on how to report this please. I previously had around $1120 in funds sitting in a Roth IRA account. My first contribution was in 2020. Before I did a withdrawal on this account, I did something separate. In June 2025, I converted roughly $1579 from a former 403b plan (that was after tax) and transferred…
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