Retirement

Discussion List

• Conversion from pre tax to ROTH IRA retirement tax implications.

  Answered 70 views 3 comments 0 points Most recent by mcdyess18 December 15Retirement Income
• How to Report Return of Excess Roth IRA Contribution

  Answered 52 views 1 comment 0 points Most recent by knfnittingu April 9Filing my taxes
• How to properly reflect 2023 excess 401(k) deferral in FreeTaxUSA software

  2.6K views 13 comments 2 points Most recent by KeriC March 24Retirement Income
• Deducting IRA contributions through employer-sponsored SIMPLE IRA

  Answered ✓ 116 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 106 views 5 comments 2 points Most recent by CoryF March 4Income
• Excess Roth IRA Contributions 2024

  Answered 454 views 1 comment 0 points Most recent by KeriC February 21Retirement Income
• Rule of 55 Roth distribution partially taxed - form 5329

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

  Answered ✓ 404 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 88 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 ✓ 861 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 ✓ 69 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 ✓ 977 views 1 comment 0 points Most recent by AshleyB December 2024Retirement Income
• Excess 2022 Roth Contribution

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

  Answered 176 views 1 comment 1 point Most recent by MatthewD June 2024Retirement Income
• Husband just started Social Security Disability in 2023

  Answered 148 views 1 comment 0 points Most recent by MatthewD February 2024Situation & Life Changes
• Cannot fill 1099-R Out

  Answered 323 views 1 comment 0 points Most recent by JanaA February 2024Filing my taxes
• IRA Recharacterization

  Answered ✓ 790 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 265 views 3 comments 0 points Most recent by AlexO November 2023Filing my taxes
• Big Change in Tax Situation

  Answered ✓ 444 views 2 comments 0 points Most recent by gnomon November 2023Situation & Life Changes