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Form 5329 - Exceptions to Early Withdrawal Penalty

retirement plan distributions made to an alternate payee under a qualified domestic relations order (does not apply to IRAs). 07 IRA distributions made to unemployed individuals for health insurance premiums. 08 IRA distributions made

Vermont Credits

the Vermont state program. Vermont Higher Education Investment Credit This credit is available only for contributions to the 529 plan administered by VT Student Assistance Corporation. Supporting Documentation is required, and includes

Oregon Subtractions from Income

and dividends from the U.S. government that you included on your federal return. Include U.S. government interest and dividends you received through partnerships or grantor trusts. See line 18 to subtract U.S. government interest in IRA

What is a SIMPLE 401(k)?

SIMPLE stands for " Savings Incentive Match Plan for Employees ". A SIMPLE plan is a written arrangement that provides you and your employees with a simplified way to make contributions to provide retirement income. Under a SIMPLE plan

What is a Qualified Plan?

-employed individual. As an employer, you can usually deduct, subject to limits, contributions you make to a qualified plan, including those made for your own retirement. The contributions (and earnings and gains on them) are generally tax free

W-2

This is an important form that you receive from your employers for the past year. This form shows your wages, tax that was withheld, Social Security and Medicare information and any contributions made to a retirement plan, medical account

My Deductions

My Deductions allows you to track your charitable contributions, medical expenses and certain business expenses as they occur throughout the year. Import the entered transactions from My Deductions to your tax return when you are ready

California Voluntary Contribution Funds

. Contributions made to this fund will be distributed to the Area Agency on Aging Councils (TACC) to provide advice on and sponsorship of Senior Citizens issues. Any excess contributions no required by TACC will be distributed to senior citizen

W-2 - Information about Box 12

with your employer F Elective deferrals under a section 408(k)(6) salary reduction SEP G Elective deferrals and employer contributions ( including non-elective deferrals ) to a section 457(b) deferred compensation plan H Elective deferrals

Arkansas Eligible Retirement Exclusion

.) The method of funding is irrelevant. The exemption may be taken from either lump-sum or installment payments. The early withdrawal penalty may be applicable even though the exemption is granted. If you received a traditional IRA distribution after