|
Roth distribution and IRMAA
|
|
1
|
114
|
November 15, 2024
|
|
Turbo Tax handling of special extentions of filing and payment deadlines
|
|
1
|
86
|
November 14, 2024
|
|
Recs on pre-planning software
|
|
9
|
138
|
November 14, 2024
|
|
Election outcome
|
|
14
|
159
|
November 8, 2024
|
|
RMD and Roth Recharacterization
|
|
30
|
375
|
November 7, 2024
|
|
Tax Rates for 2025
|
|
4
|
296
|
November 2, 2024
|
|
H&R Block preseason basic tax software offer
|
|
4
|
189
|
October 29, 2024
|
|
Estate Tax: Can a charity be the beneficiary of an IRA
|
|
45
|
542
|
October 25, 2024
|
|
Estate Tax: Can a charity be the beneficiary of an IRA?
|
|
0
|
46
|
October 9, 2024
|
|
Room and Board During Co-Op semester -- 529 eligible?
|
|
10
|
350
|
October 8, 2024
|
|
Living Trust question
|
|
8
|
144
|
October 5, 2024
|
|
Tax for Revocable Living Trust question
|
|
2
|
76
|
October 3, 2024
|
|
Help with Credit Experian
|
|
3
|
127
|
September 30, 2024
|
|
Clean Energy Tax Credit and SRECs
|
|
0
|
65
|
September 24, 2024
|
|
IRA withdrawals tax
|
|
24
|
477
|
September 10, 2024
|
|
Musings on an inheritance
|
|
9
|
179
|
August 23, 2024
|
|
Tax on Qualified Dividends
|
|
5
|
161
|
August 21, 2024
|
|
Report Maturity/Sale of Treasury Bill on Form 8949
|
|
14
|
914
|
August 7, 2024
|
|
Inherited IRA Question/Scenario
|
|
0
|
58
|
July 27, 2024
|
|
Does inherited IRA impact Roth conversion?
|
|
31
|
829
|
July 24, 2024
|
|
Charitable Remainder Trust again
|
|
23
|
383
|
July 22, 2024
|
|
Taxation of Treasuries
|
|
2
|
184
|
July 17, 2024
|
|
Are Transcript Costs 529-Eligible Expenses? (Student is enrolled in the receiving school)
|
|
16
|
523
|
July 12, 2024
|
|
QLAC: Annuity Payments (up to $200K) from IRA or 401k to defer RMDs
|
|
5
|
308
|
July 7, 2024
|
|
Self-employed income w/o 1099
|
|
7
|
449
|
July 2, 2024
|
|
Are Transcript Costs 529-eligible expenses?
|
|
1
|
142
|
June 28, 2024
|
|
Cost basis of gifted property
|
|
3
|
327
|
June 5, 2024
|
|
Trust and estate - irrevocable trust but total control?
|
|
8
|
395
|
May 28, 2024
|
|
QCD IRA to Charitable Remainder Trust as RMD--referral
|
|
0
|
231
|
May 19, 2024
|
|
Inherited IRA RMD - 1st Year?
|
|
32
|
887
|
May 15, 2024
|