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About the Financial Planning category
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0
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2414
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August 31, 2022
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ACA and RMDs before Medicare
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6
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177
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July 8, 2025
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Someone Can't Count
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1
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120
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July 7, 2025
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Intentionally defective grantor trust IDGT
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0
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47
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July 4, 2025
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Writing off a loss on a sale of land?
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6
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108
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June 15, 2025
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Question about death and taxes
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3
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71
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June 9, 2025
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IRS sent incorrect Notice of Penalty ignoring Hurricane Milton Relief Provisions
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3
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106
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June 4, 2025
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Roth Conversion and 5-yr rule?
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4
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210
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March 30, 2025
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Street improvments
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5
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117
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March 21, 2025
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Personal Loan Interest Deductible?
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6
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124
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March 20, 2025
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Check my math and other things
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2
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111
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March 20, 2025
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Property Tax deduction and 2 houses
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7
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212
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March 20, 2025
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Roth contribution limited if Married Filing Separately?
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2
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118
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March 17, 2025
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Roth IRA Thought?
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12
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253
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March 16, 2025
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1099-DIV Box 9 - How to Report on Tax Return
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7
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379
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March 14, 2025
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Form 1099-S Gross Proceeds (Box 2) matching on Tax Return
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4
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212
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March 11, 2025
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Painting Expense Before Home Sale
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20
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611
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March 10, 2025
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Liquidation and 1099B
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3
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140
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March 10, 2025
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Estimated Taxes for 2025
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3
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183
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March 10, 2025
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Darn REITS Again
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1
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84
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March 8, 2025
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Loan Interest Deductible - On a loan against my stocks?
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5
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175
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March 8, 2025
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SSA-1099 vs SSA-1099SM?
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4
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361
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March 8, 2025
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Medical Billing Error -- HSA overpayment and refund -- How to Handle for Taxes?
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7
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290
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March 7, 2025
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Options cost basis at time of death
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8
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305
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February 23, 2025
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Add SEP IRA to ROLLOVER IRA
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2
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139
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February 20, 2025
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Roth IRA contribution limits for mostly retired folks
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5
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151
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February 19, 2025
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Earned Income Tax Credit Age
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1
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101
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February 14, 2025
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Private Mortgage and Capital Gain Exclusion
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2
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108
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February 11, 2025
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Roth IRA Annual Rollover
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15
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443
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February 11, 2025
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I Find This Useful
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7
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254
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February 6, 2025
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