|
About the Tax Strategies category
|
|
2
|
1397
|
October 27, 2022
|
|
Does inherited IRA impact Roth conversion?
|
|
31
|
255
|
July 24, 2024
|
|
Charitable Remainder Trust again
|
|
23
|
191
|
July 22, 2024
|
|
Taxation of Treasuries
|
|
2
|
99
|
July 17, 2024
|
|
Are Transcript Costs 529-Eligible Expenses? (Student is enrolled in the receiving school)
|
|
16
|
312
|
July 12, 2024
|
|
QLAC: Annuity Payments (up to $200K) from IRA or 401k to defer RMDs
|
|
5
|
254
|
July 7, 2024
|
|
Self-employed income w/o 1099
|
|
7
|
436
|
July 2, 2024
|
|
Cost basis of gifted property
|
|
3
|
208
|
June 5, 2024
|
|
Trust and estate - irrevocable trust but total control?
|
|
8
|
354
|
May 28, 2024
|
|
QCD IRA to Charitable Remainder Trust as RMD--referral
|
|
0
|
217
|
May 19, 2024
|
|
Inherited IRA RMD - 1st Year?
|
|
32
|
851
|
May 15, 2024
|
|
Age 50 and Age 55 Rules (retirement plans)
|
|
4
|
337
|
May 13, 2024
|
|
529 Plan Roth Conversion
|
|
1
|
212
|
May 6, 2024
|
|
Dealing With A Corrected 1099
|
|
4
|
290
|
April 19, 2024
|
|
Give to my niece
|
|
5
|
281
|
April 16, 2024
|
|
Donation of stock in-kind to charity
|
|
4
|
220
|
April 15, 2024
|
|
Rental property and deductions
|
|
1
|
314
|
April 10, 2024
|
|
Form 1116 filled out on Turbotax 2023 results in a credit of a fraction of the taxes withheld
|
|
1
|
259
|
April 9, 2024
|
|
Tax Loophole on Annual Gift Limit?
|
|
9
|
519
|
April 8, 2024
|
|
Question about taxes on inheritance in the form of monthly payments from a trust
|
|
8
|
1316
|
April 3, 2024
|
|
How to know which ETFs will produce a K-1?
|
|
5
|
1081
|
April 3, 2024
|
|
Accidental over-contribution to ROTH
|
|
4
|
296
|
April 1, 2024
|
|
Does attending meetings in New York count as “working” in NY and owing state income tax?
|
|
9
|
670
|
March 29, 2024
|
|
Question on Past Refunds
|
|
17
|
505
|
March 19, 2024
|
|
Sale of Single-Family Rental and Depreciation Recapture
|
|
1
|
242
|
March 15, 2024
|
|
Spousal IRA limits
|
|
2
|
257
|
March 14, 2024
|
|
Lone Term Stock loss vs. Long term stock Gain
|
|
2
|
434
|
March 11, 2024
|
|
Charitable Remainder Beneficiary Payments are taxable. Are they earned income?
|
|
6
|
286
|
March 7, 2024
|
|
Roth Conversion Article
|
|
0
|
281
|
March 7, 2024
|
|
Using AI for your taxes? I hope not
|
|
1
|
316
|
March 7, 2024
|