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About the Financial Planning category
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0
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2432
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August 31, 2022
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Turbo tax online is more expensive
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15
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1171
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April 10, 2026
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Looking for a way to take adavantage of no tax on overtime
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3
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68
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April 10, 2026
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Medical premium clawback
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3
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95
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April 2, 2026
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ESPP sales after retiring
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20
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352
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April 2, 2026
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College Students, 529 Withdrawals, and Turbotax Oddity (2025 taxes)
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6
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177
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March 30, 2026
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Undo (not amend) a tax return submission?
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4
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146
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March 27, 2026
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Steps for doing a Roth conversion
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10
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136
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March 19, 2026
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Tax due when charitable donation depletes ordinary income and reduces capital gains
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18
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287
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March 3, 2026
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1099-R but no cash distribution?
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4
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117
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February 17, 2026
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1099-K from ebay for 2022
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30
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1525
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February 15, 2026
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New brackets released
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9
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225
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January 20, 2026
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Is this feasible — Social Security delayed claim
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2
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77
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January 20, 2026
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Make your charitables direct from your RMDs to reduce your income, starting this year
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1
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103
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January 12, 2026
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FreeTaxUSA upload error
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1
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129
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January 12, 2026
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Will Selling a stock at a loss and then selling a CSP trigger a wash sale?
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1
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100
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January 1, 2026
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RSU's, taxes and divorce
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5
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158
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December 16, 2025
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AJ hope you are ok
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1
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84
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December 12, 2025
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Open traditional IRA age 76 when does RMD kick in?
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5
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106
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December 4, 2025
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Overcontributed to my Roth IRA
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2
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133
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November 29, 2025
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Retirement, trusts, and taxes
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4
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153
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November 23, 2025
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ACA when one spouse goes on Medicare
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3
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340
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November 7, 2025
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ACA and RMDs before Medicare
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24
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687
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October 19, 2025
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Partial IRA to Roth Rollover Question
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5
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189
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September 28, 2025
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2026 Tax Planning
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2
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192
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September 25, 2025
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Cash or Mortgage
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22
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431
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August 17, 2025
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Question about billionaire strategy
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7
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201
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July 21, 2025
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Writing off a loss on a sale of land?
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16
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369
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July 16, 2025
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Someone Can't Count
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1
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174
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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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80
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July 4, 2025
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