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Hi, Thanks in advance for any help! I received a 1099-R this year and am having trouble figuring out the...

Tax season is well underway. This is the time when you may be considering contributing to a retirement account. You may be interested in the Roth IRA, which offers the promise of tax-free withdrawals in retirement if you follow the rules. If you are deciding whether a 2016 Roth IRA contribution is the right move for you, here are 6 tips to keep in mind.

Hello. I just found out last week that I accidentally made excess Roth IRA contributions in three different years: 2012,...

I am planning a move from NYS which allows an estate tax exemption $ 5,250.000 as of April 2017. However...

This week's Slott Report Mailbag looks into IRA transfers and international transfers.

Hi, A taxpayer, otherwise eligible to take the Form 8880 Retirement Savings Contribution Tax Credit, is deemed ineligible to do...

If you’re like most people, you’ve probably wondered at some point, “Do I need to file an amended return for that?” It is in that spirit that we offer you seven common errors and whether or not you should file an amended return after you discover them.

Hello, As part of filing our 2016 1040, I just realized that our household AGI in 2015 was too high...

My Dad left part of his IRA assets to his Grandson’s in a Trust. I am the Trustee. I am...

Hello, We manage a Profit Sharing Plan for a company. One of the participants (who was no longer an employee)...