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RRB-1099: Railroad Benefits: Where do I report form RRB-1099 or RRB-1099-R?

I Report This In TaxSlayer? To report the BLUE portion of Railroad Retirement, go to Income > IRA/Pension & Social Security Benefits > Social Security Benefits. Enter the amount from the Blue Box, Box 5, Net Social Security Equivalent......

Tax Documents Needed To Prepare Your Return

the past year. This form shows how much money you made, how much tax was withheld, Social Security and Medicare information and any contributions you may have made to a retirement plan, medical account or child care reimbursement. To see...

Life events that may have a significant tax impact

Highlights for Persons with Disabilities Publication 524 , Credit for the Elderly or Disabled Publication 502 , Medical and Dental Expenses Planning for Retirement? Retirement Savings Contributions Credit (Saver's Credit) Choosing a Retirement...

Examples of Credits

may be able to take a credit if you, or your spouse if filing jointly, made eligible contributions (other than rollover contributions) to: Traditional or ROTH IRA Elective deferrals to a 401(k), 403(b), governmental 457, SEP, or SIMPLE plan...

Oregon Credits

Social Security and tier 1 Railroad Retirement Board benefits. Your state income tax refund. Pension income excluded from federal AGI that is a return of your contributions. Pensions that are rolled over into an IRA that are not included...

Michigan Subtractions from Income

retirement plans for the self-employed. Retirement distributions from a 401(k) or 403(b) plan attributable to employer contributions or attributable to employee contributions to the extent they result in matching contributions by the employer...

What is a 5498-ESA (Education Savings Account) ?

Coverdell ESA Contributions 5498-ESA: This form shows you the education savings account contributions, transfers or distributions that you have made throughout the year. For an example of this form please select the link provided below

New York Pension Exclusions

for services you performed as an employee before you retired; periodic and lump-sum payments from an IRA, but not payments derived from contributions made after you retired; periodic distributions from government (IRC section 457) deferred...

Charitable Contribution Carryover

You can carry over your contributions that you are not able to deduct in the current year because they exceed your adjusted-gross-income limits. You can deduct the excess in each of the next 5 years until it is used up, but not beyond...

Arizona Subtractions from Income

received from a qualified pension plan that invests in U.S. Government obligations. Do not subtract any amount received from an IRA that invests in U.S. Government obligations. These amounts are not interest income. Exclusion for U.S....