Retirement
Social Security
401K
1099-R/1099-RRB Entry
- What is the "applicable cost of distribution" on my distribution (1099-R)? Form 8915-E
- How do I deduct my ministry housing allowance from my retirement income?
- What should I enter for Box 2a, Taxable Amount (Form 1099-R)?
- 1099-R: Should I use the Simplified Method Worksheet to figure my taxable amount?
- The Simplified Method Worksheet and when to use it
- What do the distribution codes in Box 7 of my 1099-R mean?
Traditional IRA
- How do I report my excess contributions to my IRA?
- What are the 2020 IRA Contribution Limits?
- What is a SIMPLE IRA?
- What is a Qualified Plan?
- What is a Nondeductible IRA?
- What gets reported in the IRA/Pension and Social Security Benefits section?
Roth IRA
- What are the income limitations to contribute to a ROTH?
- How do I convert my traditional IRA to a Roth IRA?
- What is a Backdoor Roth IRA?
- How to 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)
- Tax Year 2021 RMD Information
- Covid Relief - RMD not required in Tax Year 2020
- What is a Required Minimum Distribution (RMD)?
- When do I have to start taking my Required Minimum Distributions (RMD) from my IRA?
- How do I calculate the amount to take for my Required Minimum Distribution (RMD)?
- How do I report my Required Minimum Distribution (RMD)?