2024 and 2025 HSA contribution limits and HDHP qualifications for individual and family coverage. Big changes in 2024 due to high inflation.
Split-Year Backdoor Roth IRA in FreeTaxUSA, 2nd Year
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, 1st Year
Follow this detailed walkthrough of how to report in FreeTaxUSA the backdoor Roth contribution made or recharacterized for the previous year.
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, 2nd Year
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, 1st Year
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.
Backdoor Roth in TurboTax: Recharacterize & Convert, Same Year
Follow this detailed walkthrough of how to report a Roth conversion in TurboTax after recharacterizing a Roth IRA contribution in the same year.
Use Pascal’s Wager When You’re Not Sure About Tax Rules
It’s not worth spending the time or money to find the true answers to some tricky questions. Choose the path that costs less when you’re wrong.
Split-Year Backdoor Roth IRA in TurboTax, 2nd Year
Follow this detailed walkthrough of how to report a Roth conversion in TurboTax after recharacterizing a Roth IRA contribution for the previous year.
Split-Year Backdoor Roth IRA in TurboTax, 1st Year
Follow this detailed walkthrough of how to report in TurboTax recharacterizing a Roth IRA contribution before converting it again as a backdoor Roth.
Taxes on Box Spread Trades in TurboTax, H&R Block, FreeTaxUSA
Follow this detailed walkthrough to report gains or losses in long or short box spread trades in tax software TurboTax, H&R Block, and FreeTaxUSA.
2023 State Tax-Free Muni Income in TurboTax, H&R Block, FreeTaxUSA
A portion of the dividends from muni bond funds and ETFs is also exempt from state income tax. Find the percentage and calculate it for your tax software.