Retirement
Social Security
401K
1099-R/1099-RRB Entry
- What is form RRB-1099-R?
- What should I enter for Box 2a, Taxable Amount (Form 1099-R)?
- Should I use the Simplified Method Worksheet to figure my 1099-R's taxable amount?
- How do I complete the Simplified Method Worksheet (1099-R)?
- What do the distribution codes in Box 7 of my 1099-R mean?
- How do I report Form 1099-R Box 10?
Traditional IRA
- What gets reported in the IRA/Pension and Social Security Benefits section?
- Can I take an IRA Deduction?
- I was covered by a retirement plan at work. Will this affect the amount of my IRA deduction?
- What are the 2022 IRA Contribution Limits?
- What is a Nondeductible IRA?
- What is a Qualified Plan?
Roth IRA
- How do I complete form 8606 – Nondeductible IRAs?
- What are the income limitations to contribute to a ROTH?
- How do I convert my traditional IRA to a Roth IRA?
- How do I report an IRA conversion on my tax return?
- Are my Roth distributions after conversion subject to a penalty?
- What happens when I withdraw my converted Roth funds?
Required Minimum Distributions (RMD)
- What is a Required Minimum Distribution (RMD)?
- How do I calculate the amount to take for my Required Minimum Distribution (RMD)?
- How do I report my Required Minimum Distribution (RMD)?
- When do I have to start taking my Required Minimum Distributions (RMD) from my IRA?
- Tax Year 2022 RMD Information
- Covid Relief - RMD not required in Tax Year 2020