Skip to content
NewTurboTax blog is NOW bilingual Español English

Get the latest stimulus news and tax filing updates

The TurboTax Blog Search

Search the Blog

Latest tax and finance news and tips

or

Search TurboTax Support

FAQ’s and community answers

Sign In
  • Tax Deductions & Credits
    • Family
    • Education
    • Home
    • Tax Refunds

    Popular Posts

    Learn who you can claim as a dependentWho Can I Claim as a Tax Dependent?
    twinbabies12 Ways to Save on Taxes Through Life’s Transitions

    Recent Posts

    10 Commonly Overlooked Tax Deductions and Credits10 Commonly Overlooked Tax Deductions and Credits
    Single ladies filing taxes togetherAll The Single Ladies…Put Your Tax Deductions Up!
  • Income & Investments
    • 401K, IRA, Stocks
    • Business Income

    Popular Posts

    Adobe RGBGambling Winnings Tax (How Much You Will Pay For Winning?)
    Blog ImageBonus Time: How Bonuses Are Taxed and Treated by the IRS

    Recent Posts

    coins-and-plants-jarsI Started Investing This Year, What Do I Need to Know Come Tax Time?
    watering bucket with moneyFirst Time Investors, Here’s What You Need To Know About Taxes
  • Tax Planning
    • Savings
    • Tax Calculators
    • Health Care

    Popular Posts

    Woman looking for tax help on laptop computerTurboTax Answers Most Commonly Asked Tax Questions
    Amended 1040xWhen Should You Amend Your Tax Return?

    Recent Posts

    Grandparents face-timing with familyDo You Financially Support Your Family Living Abroad? See if You Qualify for any Deductions and Credits on Your Income Tax
    woman with coffee cup at computerYour Guide to Filing Taxes in 2021
  • News & Social
    • Tax News
    • TurboTax News
    • Social

    Popular Posts

    TTopenNow Accepted: You Can File Your 2014 Tax Return with TurboTax Today!
    donutimageYou Can Still Take Advantage of TurboTax Free Edition – No Strings (or Money) Attached!

    Recent Posts

    TurboTax & #WeAllGrow Latina Network Q&A“Ask TurboTax Anything” Video Series in Partnership with the #WeAllGrow Latina Network
    woman getting a kite down from a treeTrue Customer Stories of Tax Time Triumph
  • Self-Employed
    • 1099 MISC/K
    • Expenses

    Popular Posts

    6 Money Saving Tax Tips for the Self-Employed6 Money Saving Tax Tips for the Self-Employed
    Self-Employed? Quarterly Tax Date Deadlines for Estimated TaxesSelf-Employed? Quarterly Tax Date Deadlines for Estimated Taxes

    Recent Posts

    Self Employed woman filing taxesTax Guide for the Self-Employed: Everything You Need to Know
    Self-Employed? Quarterly Tax Date Deadlines for Estimated TaxesSelf-Employed? Quarterly Tax Date Deadlines for Estimated Taxes
  • Tax Reform
  • Search

    Search the Blog

    Latest tax and finance news and tips

    or

    Search TurboTax Support

    FAQ’s and community answers

New
  • Español de Estados Unidos

Search the Blog

Latest tax and finance news and tips

or

Search TurboTax Support

FAQ’s and community answers

The TurboTax Blog > Income and Investments > 401K, IRA, Stocks

401K, IRA, Stocks

Learn more about investing in stocks and retirement, differences between a 401k or IRA, money-saving tips, and tax planning.

  • Most Recent
  • Most Popular
  • Category
    • Tax Deductions and Credits
    • Family
    • Education
    • Home
    • Income and Investments
    • 401K, IRA, Stocks
    • Business Income
    • Health Care
    • Health Care Insured
    • Health Care Uninsured
    • Tax Planning
    • Savings
    • Tax Calculators
    • TurboTax News
    • Tax News
    • Tax Refunds
    • TurboTax Press Releases
  • Author
    • Adam Middleton
    • asbbaines
    • Elle Martinez
    • Ginita Wall, CPA, CFP®
    • IntuitAngie
    • jeffrose123
    • Lindsey Delgado
    • Magaly Olivero
    • Mint
    • Myles Ma
    • Philip Taylor
    • Sprintax
    • Steve Strauss
    • TurboTax Lauren
    • TurboTaxAshley
    • TurboTaxBlogTeam
    • TurboTaxBlogTeam
    • TurboTaxBob
    • TurboTaxChristine
    • TurboTaxJulie
    • TurboTaxKat
    • TurboTaxLisa
    • TurboTaxNews
    • Winnie Sun
  • Subscribe to thisSubscribe to this RSS feed
New
  • Español de Estados Unidos
401K, IRA, Stocks

I Started Investing This Year, What Do I Need to Know Come Tax Time?

December 16, 2020 (Last Modified: February 4, 2021) / Jim Wang
I Started Investing This Year, What Do I Need to Know Come Tax Time?When I first started investing in the stock market, I wasn’t quite sure what I was doing. I wasn’t sure if my purchases would lose value the moment I bought them or if they would grow into exponential figures. I...

Full Story

401K, IRA, Stocks

Can I Make Spousal IRA Contributions for Retirement?

March 11, 2020 (Last Modified: March 24, 2020) / TurboTaxBlogTeam
Can I Make Spousal IRA Contributions for Retirement?You can contribute to an IRA if you earn income from a job or from running your own business, and under certain circumstances, you can even fund an IRA if you’re not working at all. Many couples agree that one...

Full Story

401K, IRA, Stocks

Investing 101: How, Where, When, and Why to Begin

January 10, 2020 (Last Modified: January 14, 2020) / Jim Wang
Investing 101: How, Where, When, and Why to BeginAre you searching for a way to build long-term wealth? Investing can help accomplish this goal. The best part is that you don’t need to be an investment banker or wealthy to start. If you still need to invest your...

Full Story

401K, IRA, Stocks

Stocks, Bonds and Other Ways to Make Your Money Grow

December 27, 2019 (Last Modified: January 15, 2020) / Jim Wang
Stocks, Bonds and Other Ways to Make Your Money GrowInvesting your money can seem intimidating because it’s so much different from working. When you work, you get paid for your time, your expertise, and your experience. You put in an hour of work, you get paid an hour of...

Full Story

401K, IRA, Stocks

Using Your 401k to Reduce Taxable Income

October 5, 2019 (Last Modified: March 9, 2020) / Jim Wang
Using Your 401k to Reduce Taxable IncomeAs you file your taxes, you’re probably thinking about ways to reduce your taxable income. Did you know that there are a lot of strategies you can use with your retirement funds, like your IRA and 401(k), to reduce your...

Full Story

401K, IRA, Stocks

What Happens to Employees When a Company Goes Public?

March 29, 2019 (Last Modified: January 6, 2021) / TurboTaxBlogTeam
What Happens to Employees When a Company Goes Public?As you’ve probably seen, there’s a wave of tech companies with hotly anticipated Initial Public Offering (IPO) announcements expected this year which could have the effect of creating thousands of millionaires overnight and countless more who’ll see their financial situation...

Full Story

401K, IRA, Stocks

I Started a 401K This Year. What Do I Need to Know When I File?

February 20, 2018 (Last Modified: March 9, 2020) / Elle Martinez
I Started a 401K This Year. What Do I Need to Know When I File?The article below is up to date based on the latest tax laws. It is accurate for your 2019 taxes (filed in 2020) and 2018 taxes, which should be filed by the April 15th, 2019 (or October 2019 with filed...

Full Story

401K, IRA, Stocks

Five Tips to Help You Figure Out How Much to Save for Retirement

October 16, 2017 / Elle Martinez
Five Tips to Help You Figure Out How Much to Save for Retirement

As we get more comfortable with our finances we’re looking for ways to improve our system and that includes our retirement plans. Here are five tips to help you estimate how much you need to save for retirement.

Full Story

401K, IRA, Stocks

Retirement Doesn’t Have to be Scary, Here Are 7 Ways You Can Prepare

November 29, 2016 / Jim Wang
Retirement Doesn’t Have to be Scary, Here Are 7 Ways You Can PrepareThe idea of retirement, something decades away, can be scary. What if you make a mistake today that prevents you from retiring when you want to? What if the stock market tanks again? What if… the list goes on and...

Full Story

401K, IRA, Stocks

Early 401(k) Withdrawal Considerations for Early Cashing Out of Your Retirement Fund

August 19, 2016 (Last Modified: January 6, 2021) / Jim Wang
Early 401(k) Withdrawal Considerations for Early Cashing Out of Your Retirement FundIf you’ve been steadily working to prepare for retirement, you may have amassed an impressive nest egg in your 401(K) and reducing your taxable income for years. There are some cases where making an early withdrawal from your 401(K) makes...

Full Story

Posts navigation

1 2 3 »

Get your maximum tax refund with TurboTax today

Start for free
Sign In

TurboTax Unemployment Center

Get the Latest Money Saving Tips Delivered to Your Inbox


Connect with us

Like us on Facebook. Follow us on Twitter. Subscribe on Youtube. Follow us on Pinterest. Subscribe to our RSS feed.

TurboTax editor’s picks

  • Man checking his refund status Where’s My Tax Refund? How to Check Your Refund Status February 23, 2021 / TurboTaxLisa
  • woman filing taxes on phone E-File is Now Open: Why You Should File Your Taxes Early February 12, 2021 / TurboTaxBlogTeam
  • Man filing taxes Ways to File your Taxes with TurboTax For Free January 25, 2021 / TurboTaxBlogTeam

RSS Tax Tips from TurboTax

  • Rules for Claiming a Dependent on Your Tax Return
  • What is the Purpose of an IRS W-9 Form?
  • What is a W-4 Form?
  • 7 Requirements for the Child Tax Credit
  • Guide to Short-term vs Long-term Capital Gains Taxes (Brokerage Accounts, etc.)
  • Blog Post Archive

  • Blog Site Map

  • Press Center

  • Disclaimer

    The views expressed on this blog are those of the bloggers, and not necessarily those of Intuit. Third-party blogger may have received compensation for their time and services. Click here to read full disclosure on third-party bloggers. This blog does not provide legal, financial, accounting or tax advice. The content on this blog is "as is" and carries no warranties. Intuit does not warrant or guarantee the accuracy, reliability, and completeness of the content on this blog. After 20 days, comments are closed on posts. Intuit may, but has no obligation to, monitor comments. Comments that include profanity or abusive language will not be posted. Click here to read full Terms of Use.

    About
    About
    • TurboTax guarantees
    • TurboTax security and fraud protection
    • Tax forms included with TurboTax
    • TurboTax en Español
    • Self-employed tax center
    • Tax reform center
    • Tax Refund Advance
    • E-file Taxes Online
    • Coronavirus and Your Taxes
    • Self Employed COVID-19 Relief
    • Unemployment Benefits and Taxes
    Online Software Products
    Online Software Products
    • TurboTax login
    • Compare online products
    • All online tax preparation software
    • Free Edition tax prep
    • Deluxe tax prep to maximize deductions
    • Premier investment & rental property taxes
    • Self-Employed taxes
    • Military tax filing discount
    • TurboTax Live Tax Expert Products
    • How TurboTax Live Works
    CD/Download Products
    CD/Download Products
    • TurboTax CD/download login
    • Compare CD/download products
    • All CD/download products
    • Check order status
    • CD/download shopping cart
    • TurboTax Advantage program
    • TurboTax Business for corps
    • Products for previous tax years
    Mobile Tax Apps
    Mobile Tax Apps
    • All TurboTax mobile apps
    • Official TurboTax mobile app
    • TaxCaster refund estimator app
    • ItsDeductible donation tracker app
    Help and Support
    Help and Support
    • TurboTax support
    • Contact us
    • TurboTax Advantage support
    • Where's My Refund
    • File an IRS tax extension
    • Get started with TurboTax
    • Refund Status Support
    • Common Tax Topics
    • After you file your taxes
    Tax Tools and Tips
    Tax Tools and Tips
    • Stimulus Check Calculator
    • All tax tips and videos
    • Tax calculators & tools
    • TaxCaster refund calculator
    • Tax bracket calculator
    • Check e-file status refund tracker
    • W-4 withholding calculator
    • ItsDeductible donation tracker
    • Self-Employed Expense Estimator
    Social
    Social
    • TurboTax customer reviews
    • TurboTax blog
    • TurboTax invite-a-friend discount
    • TurboTax Super Bowl commercial
    • Community
    • Intuit Tax & Financial Center
    More Products from Intuit
    More Products from Intuit
    • TurboTax Canada
    • Turbo: Free Credit Score
    • Accounting software
    • Mint budget tracker
    • Payroll
    • Quickbooks Payments
    • Professional tax software
    • Professional accounting software
    • More from Intuit
    Tax Expert Hub: A-D
    Tax Expert Hub: A-D
    • Tax Experts for Atlanta
    • Tax Experts for Baltimore
    • Tax Experts for Boston
    • Tax Experts for Charlotte
    • Tax Experts for Chicago
    • Tax Experts for Cleveland
    • Tax Experts for Dallas
    • Tax Experts for Denver
    • Tax Experts for Detroit
    Tax Expert Hub: E-N
    Tax Expert Hub: E-N
    • Tax Experts for Fort Worth
    • Tax Experts for Houston
    • Tax Experts for Las Vegas
    • Tax Experts for Los Angeles
    • Tax Experts for Miami
    • Tax Experts for Minneapolis
    • Tax Experts for New York
    Tax Expert Hub: O-R
    Tax Expert Hub: O-R
    • Tax Experts for Oakland
    • Tax Experts for Orlando
    • Tax Experts for Philadelphia
    • Tax Experts for Phoenix
    • Tax Experts for Portland
    • Tax Experts for Raleigh
    Tax Expert Hub: S-Z
    Tax Expert Hub: S-Z
    • Tax Experts for Sacramento
    • Tax Experts for St. Louis
    • Tax Experts for San Diego
    • Tax Experts for San Francisco
    • Tax Experts for San Jose
    • Tax Experts for Seattle
    • Tax Experts for Tampa
    • Tax Experts for Washington D.C.
Sitemap
  • YouTube
  • Blog
  • Facebook
  • Twitter
  • Instagram
  • Tumblr
Intuit - Powering Prosperity
turbotax quickbooks proconnect mint
  • About Intuit
  • Join Our Team
  • Press
  • Privacy
  • Security
  • Software and Licenses
  • Trademark Notices
  • Affiliates and Partners

©1997-2021 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.

Certified by nResult Security Certification of the TurboTax Online application has been performed by C-Level Security Reviewed by TRUSTe, Site Privacy Statement

Authorized e-file Provider