Tax Blog &amp; Guides

How to File Taxes After Rolling Over Retirement Accounts

Rolling over retirement accounts can defer taxes, but there are important rules to follow. Learn about direct rollovers, 60-day rollovers, tax reporting, and how to avoid costly mistakes when rolling over retirement accounts.

Jennifer Foster

How to File Taxes If You Missed an RMD

Missing a required minimum distribution results in a 25% penalty. Learn how to correct a missed RMD, request a penalty waiver, file Form 5329, and avoid future penalties.

Sarah Johnson

How to File Taxes with 401(k) Withdrawals

401(k) withdrawals are generally taxable and may be subject to penalties. Learn when 401(k) withdrawals are taxable, understand the age 55 rule, early withdrawal penalties, and report 401(k) distributions correctly.

Thomas Wright

How to File Taxes with Annuity Payments

Annuity payments have unique tax rules involving basis recovery. Learn how annuity income is taxed, understand the exclusion ratio, calculate taxable portions, and report annuity payments correctly.

Paul Anderson

How to File Taxes with Catch-Up Contributions

Catch-up contributions allow older workers to save more in retirement accounts. Learn about catch-up contribution limits, tax treatment, and how to claim the saver's credit with catch-up contributions.

David Wilson

How to File Taxes with Early Retirement Income

Retiring early brings unique tax challenges. Learn about early withdrawal penalties, tax strategies for early retirement, managing multiple income sources, and minimizing taxes when you retire before traditional retirement age.

Steven Harris

Retirement8 min read

How to File Taxes with Early Withdrawal Penalties

Early withdrawals from retirement accounts face a 10% penalty, but there are many exceptions. Learn about penalty exceptions, how to avoid penalties, and report early withdrawals correctly on your tax return.

Patricia Martinez

How to File Taxes with Employer Retirement Matches

Employer matching contributions to retirement accounts are valuable benefits, but they have tax implications. Learn how employer matches are taxed, when they're taxable, and how to report them correctly.

Robert Taylor

How to File Taxes with IRA Distributions

IRA distributions are generally taxable, but there are important exceptions and special rules. Learn when IRA withdrawals are taxable, understand required minimum distributions, and report IRA income correctly.

Richard Moore

How to File Taxes with Pension Income

Pension income is generally taxable, but there are important exceptions and special rules. Learn how pension income is taxed, understand recovery of cost basis, and report pension correctly on your return.

Karen Lewis

How to File Taxes with Required Minimum Distributions

Required minimum distributions (RMDs) must be taken from retirement accounts starting at age 73. Learn how to calculate RMDs, understand the tax treatment, and avoid the 25% penalty for missing RMDs.

Michael Brown

How to File Taxes with Roth IRA Withdrawals

Roth IRA withdrawals can be tax-free if they're qualified distributions. Learn the 5-year rule, understand qualified vs. non-qualified distributions, and ensure you report Roth withdrawals correctly.

Susan Walker