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How to Report Return of Excess Roth IRA Contribution
Answered
47
views
1
comment
0
points
Most recent by
knittingfun
April 9
Filing 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 24
Retirement Income
Deducting IRA contributions through employer-sponsored SIMPLE IRA
Answered ✓
107
views
2
comments
0
points
Most recent by
SequoiaSempervirens
March 17
Credits/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 4
Income
Excess Roth IRA Contributions 2024
Answered
392
views
1
comment
0
points
Most recent by
KeriC
February 21
Retirement Income
Rule of 55 Roth distribution partially taxed - form 5329
93
views
4
comments
0
points
Most recent by
Orange
February 4
Filing my taxes
What counts as a contribution to roth IRA?
Answered ✓
301
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7
comments
0
points
Most recent by
KristineS
December 2024
Retirement 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 2024
Credits/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 2024
Retirement 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 2024
Retirement Income
I am retired. How much do I have to make to file a tax return?
Answered ✓
797
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1
comment
0
points
Most recent by
AshleyB
December 2024
Retirement Income
IRA RMD
Answered
37
views
1
comment
0
points
Most recent by
DennisR
December 2024
Retirement Income
Excess 2022 Roth Contribution
170
views
1
comment
0
points
Most recent by
rachels
August 2024
Filing my taxes
Roth Iras
Answered
172
views
1
comment
1
point
Most recent by
MatthewD
June 2024
Retirement Income
Husband just started Social Security Disability in 2023
Answered
138
views
1
comment
0
points
Most recent by
MatthewD
February 2024
Situation & Life Changes
Cannot fill 1099-R Out
Answered
322
views
1
comment
0
points
Most recent by
JanaA
February 2024
Filing my taxes
IRA Recharacterization
Answered ✓
783
views
5
comments
0
points
Most recent by
irarechar
December 2023
Filing 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 2023
Filing my taxes
Big Change in Tax Situation
Answered ✓
423
views
2
comments
0
points
Most recent by
Gnomon
November 2023
Situation & Life Changes