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About the Tax Strategies category
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2
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1407
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October 27, 2022
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Options cost basis at time of death
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1
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47
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February 20, 2025
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Add SEP IRA to ROLLOVER IRA
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2
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82
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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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74
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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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70
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February 14, 2025
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Medical Billing Error -- HSA overpayment and refund -- How to Handle for Taxes?
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6
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138
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February 12, 2025
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Private Mortgage and Capital Gain Exclusion
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2
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76
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February 11, 2025
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Roth IRA Annual Rollover
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15
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345
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February 11, 2025
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I Find This Useful
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7
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218
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February 6, 2025
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Rothification for all
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9
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198
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February 4, 2025
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State Income Tax Refunds
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2
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103
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January 31, 2025
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Direct File limitations for IRA distributions, 401, etc
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9
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231
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January 12, 2025
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How do contributions interact with each other?
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3
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99
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December 14, 2024
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Can 1031 Exchange be used to diversify a portfolio free capital gains tax?
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10
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239
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November 21, 2024
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Roth distribution and IRMAA
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1
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108
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November 15, 2024
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Turbo Tax handling of special extentions of filing and payment deadlines
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1
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75
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November 14, 2024
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Recs on pre-planning software
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9
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124
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November 14, 2024
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RMD and Roth Recharacterization
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30
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319
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November 7, 2024
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Tax Rates for 2025
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4
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267
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November 2, 2024
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H&R Block preseason basic tax software offer
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4
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173
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October 29, 2024
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Estate Tax: Can a charity be the beneficiary of an IRA
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45
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428
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October 25, 2024
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Room and Board During Co-Op semester -- 529 eligible?
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10
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275
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October 8, 2024
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Living Trust question
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8
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134
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October 5, 2024
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Help with Credit Experian
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3
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122
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September 30, 2024
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Clean Energy Tax Credit and SRECs
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0
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62
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September 24, 2024
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IRA withdrawals tax
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24
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413
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September 10, 2024
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Tax on Qualified Dividends
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5
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152
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August 21, 2024
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Report Maturity/Sale of Treasury Bill on Form 8949
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14
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416
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August 7, 2024
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Does inherited IRA impact Roth conversion?
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31
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467
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July 24, 2024
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Charitable Remainder Trust again
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23
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294
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July 22, 2024
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