Fraudulent brokerage account transfers via ACATS are rare but devastating. Learn how to protect your accounts from ACATS fraud in this case study.
Latest Blog Posts
Split-Year Backdoor Roth IRA in FreeTaxUSA, Year 2
Follow this detailed walkthrough of how to report in FreeTaxUSA recharacterizing and converting backdoor Roth contributions from the previous year.
Split-Year Backdoor Roth IRA in FreeTaxUSA, Year 1
Follow this detailed walkthrough of how to report in FreeTaxUSA the backdoor Roth contribution made or recharacterized for the previous year.
2024 2025 ACA Health Insurance Premium Tax Credit Percentages
If you get health insurance from ACA, the government sets the percentages of income you are expected to contribute toward a benchmark policy.
How to Report 2024 Backdoor Roth In FreeTaxUSA (Updated)
Follow these detailed instructions with clear explanation and many screenshots when you report your Backdoor Roth in FreeTaxUSA online tax software.
How To Report 2024 Mega Backdoor Roth In H&R Block (Updated)
Follow these easy step-by-step explanation with screenshots when you enter the 1099-R form for your mega backdoor Roth into H&R Block tax software.
Backdoor Roth in H&R Block: Recharacterized in the Same Year
Follow this detailed walkthrough of how to report in H&R Block recharacterizing a Roth IRA contribution in the same year and converting to Roth again.
Split-Year Backdoor Roth IRA in H&R Block, Year 2
Follow this detailed walkthrough of how to report in H&R Block tax software converting recharacterized backdoor Roth contributions from the previous year.
Split-Year Backdoor Roth IRA in H&R Block, Year 1
Follow this detailed walkthrough of how to report in H&R Block tax software the backdoor Roth contribution made or recharacterized for the previous year.
How to Report 2024 Backdoor Roth in H&R Block Tax Software
Follow these step-by-step instructions with screenshots and clear explanation to report your Backdoor Roth in H&R Block tax software.