|
About the Financial Planning category
|
|
0
|
2435
|
August 31, 2022
|
|
Possible New York state tax credit for household pets
|
|
0
|
51
|
June 6, 2026
|
|
WSJ: IRS can deny charitable deductions
|
|
2
|
103
|
June 1, 2026
|
|
Two IRS notices
|
|
2
|
85
|
May 27, 2026
|
|
I got myself into a jam....advice needed
|
|
5
|
148
|
May 26, 2026
|
|
Ibonds and 529 Plans
|
|
4
|
121
|
May 21, 2026
|
|
How to Withdraw from a 529 Plan?
|
|
17
|
1506
|
May 19, 2026
|
|
Have you used section 1256 for Index options?
|
|
8
|
188
|
May 10, 2026
|
|
Converting Term to Whole Life
|
|
9
|
107
|
May 4, 2026
|
|
CP53E letter from IRS
|
|
5
|
125
|
April 25, 2026
|
|
Turbo tax online is more expensive
|
|
15
|
1217
|
April 10, 2026
|
|
Looking for a way to take adavantage of no tax on overtime
|
|
3
|
107
|
April 10, 2026
|
|
Medical premium clawback
|
|
3
|
112
|
April 2, 2026
|
|
ESPP sales after retiring
|
|
20
|
389
|
April 2, 2026
|
|
College Students, 529 Withdrawals, and Turbotax Oddity (2025 taxes)
|
|
6
|
189
|
March 30, 2026
|
|
Undo (not amend) a tax return submission?
|
|
4
|
151
|
March 27, 2026
|
|
Steps for doing a Roth conversion
|
|
10
|
169
|
March 19, 2026
|
|
Tax due when charitable donation depletes ordinary income and reduces capital gains
|
|
18
|
311
|
March 3, 2026
|
|
1099-R but no cash distribution?
|
|
4
|
130
|
February 17, 2026
|
|
1099-K from ebay for 2022
|
|
30
|
1540
|
February 15, 2026
|
|
New brackets released
|
|
9
|
244
|
January 20, 2026
|
|
Is this feasible — Social Security delayed claim
|
|
2
|
87
|
January 20, 2026
|
|
Make your charitables direct from your RMDs to reduce your income, starting this year
|
|
1
|
116
|
January 12, 2026
|
|
FreeTaxUSA upload error
|
|
1
|
137
|
January 12, 2026
|
|
Will Selling a stock at a loss and then selling a CSP trigger a wash sale?
|
|
1
|
108
|
January 1, 2026
|
|
RSU's, taxes and divorce
|
|
5
|
178
|
December 16, 2025
|
|
AJ hope you are ok
|
|
1
|
92
|
December 12, 2025
|
|
Open traditional IRA age 76 when does RMD kick in?
|
|
5
|
111
|
December 4, 2025
|
|
Overcontributed to my Roth IRA
|
|
2
|
136
|
November 29, 2025
|
|
Retirement, trusts, and taxes
|
|
4
|
157
|
November 23, 2025
|