Retirement

Discussion List

• Excess 2022 Roth Contribution

  51 views 1 comment 0 points Most recent by rachels August 12Filing my taxes
• Roth Iras

  Answered 65 views 1 comment 1 point Most recent by MatthewD June 7Retirement Income
• How to properly reflect 2023 excess 401(k) deferral in FreeTaxUSA software

  1.4K views 4 comments 2 points Most recent by Henry March 12Retirement Income
• Husband just started Social Security Disability in 2023

  Answered 84 views 1 comment 0 points Most recent by MatthewD February 27Situation & Life Changes
• Cannot fill 1099-R Out

  Answered 222 views 1 comment 0 points Most recent by Taxlady06 February 12Filing my taxes
• IRA Recharacterization

  Answered ✓ 569 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 209 views 3 comments 0 points Most recent by AlexO November 2023Filing my taxes
• Big Change in Tax Situation

  Answered ✓ 286 views 2 comments 0 points Most recent by Gnomon November 2023Situation & Life Changes