Retirement

Social Security

• Are my Social Security Benefits Taxable?
• Do I need to report my Social Security Benefits?
• RRB-1099: Railroad Benefits: Where do I report form RRB-1099 or RRB-1099-R?
• Lump-Sum Social Security Payments

IRA

• What are the 2019 IRA Contribution Limits?
• Distributions not allowed on Form 8880
• 1099-R: Should I use the Simplified Method Worksheet to figure my taxable amount?
• What should I enter for the taxable amount for Box 7a on my 1099-RRB?
• What do the distribution codes in Box 7 of my 1099-R mean?
• How do I report Form 1099-R Box 10?

See all 19 articles

401K

• What are the 2019 401(k) Contribution Limits?
• What is a SIMPLE 401(k)?

General Questions

• What is the Early Withdrawal Penalty on Form 1099-R?
• What gets reported in the IRA/Pension and Social Security Benefits section?
• What is a Qualified Plan?