Retirement

Discussion List

• How to Report Return of Excess Roth IRA Contribution

  Answered 47 views 1 comment 0 points Most recent by knittingfun April 9Filing my taxes
• How to properly reflect 2023 excess 401(k) deferral in FreeTaxUSA software

  2.5K views 13 comments 2 points Most recent by KeriC March 24Retirement Income
• Deducting IRA contributions through employer-sponsored SIMPLE IRA

  Answered ✓ 107 views 2 comments 0 points Most recent by SequoiaSempervirens March 17Credits/Deductions
• Poll worker wages not included in earned income for Roth IRA contributions

  Answered 93 views 5 comments 2 points Most recent by CoryF March 4Income
• Excess Roth IRA Contributions 2024

  Answered 392 views 1 comment 0 points Most recent by KeriC February 21Retirement Income
• Rule of 55 Roth distribution partially taxed - form 5329

  93 views 4 comments 0 points Most recent by Orange February 4Filing my taxes
• What counts as a contribution to roth IRA?

  Answered ✓ 301 views 7 comments 0 points Most recent by KristineS December 2024Retirement Income
• How do I deduct healthcare premiums paid in retirement using the HELPS retiree improvement act?

  Answered 84 views 1 comment 0 points Most recent by AmmonL December 2024Credits/Deductions
• My wife and I are retired. In 2025 I would like to sell some stocks but pay minimum income tax. Our

  Answered ✓ 393 views 7 comments 0 points Most recent by MatthewD December 2024Retirement Income
• I'm retired on SS. How do I report a small income for running errands for someone.

  Answered ✓ 60 views 1 comment 0 points Most recent by CorinaE December 2024Retirement Income
• I am retired. How much do I have to make to file a tax return?

  Answered ✓ 797 views 1 comment 0 points Most recent by AshleyB December 2024Retirement Income
• IRA RMD

  Answered 37 views 1 comment 0 points Most recent by DennisR December 2024Retirement Income
• Excess 2022 Roth Contribution

  170 views 1 comment 0 points Most recent by rachels August 2024Filing my taxes
• Roth Iras

  Answered 172 views 1 comment 1 point Most recent by MatthewD June 2024Retirement Income
• Husband just started Social Security Disability in 2023

  Answered 138 views 1 comment 0 points Most recent by MatthewD February 2024Situation & Life Changes
• Cannot fill 1099-R Out

  Answered 322 views 1 comment 0 points Most recent by JanaA February 2024Filing my taxes
• IRA Recharacterization

  Answered ✓ 783 views 5 comments 0 points Most recent by irarechar December 2023Filing my taxes
• I got an error saying I put too much money in my retirement account.

  Answered 267 views 3 comments 0 points Most recent by AlexO November 2023Filing my taxes
• Big Change in Tax Situation

  Answered ✓ 423 views 2 comments 0 points Most recent by Gnomon November 2023Situation & Life Changes