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I Find This Useful
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7
|
306
|
February 6, 2025
|
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Rothification for all
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9
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332
|
February 4, 2025
|
|
State Income Tax Refunds
|
|
2
|
189
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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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549
|
January 12, 2025
|
|
How do contributions interact with each other?
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3
|
168
|
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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739
|
November 21, 2024
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Roth distribution and IRMAA
|
|
1
|
305
|
November 15, 2024
|
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Turbo Tax handling of special extentions of filing and payment deadlines
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|
1
|
114
|
November 14, 2024
|
|
Recs on pre-planning software
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9
|
205
|
November 14, 2024
|
|
RMD and Roth Recharacterization
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|
30
|
734
|
November 7, 2024
|
|
Tax Rates for 2025
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4
|
436
|
November 2, 2024
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H&R Block preseason basic tax software offer
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4
|
230
|
October 29, 2024
|
|
Estate Tax: Can a charity be the beneficiary of an IRA
|
|
45
|
1111
|
October 25, 2024
|
|
Room and Board During Co-Op semester -- 529 eligible?
|
|
10
|
841
|
October 8, 2024
|
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Living Trust question
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8
|
222
|
October 5, 2024
|
|
Help with Credit Experian
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3
|
187
|
September 30, 2024
|
|
Clean Energy Tax Credit and SRECs
|
|
0
|
87
|
September 24, 2024
|
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IRA withdrawals tax
|
|
24
|
797
|
September 10, 2024
|
|
Tax on Qualified Dividends
|
|
5
|
238
|
August 21, 2024
|
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Report Maturity/Sale of Treasury Bill on Form 8949
|
|
14
|
1656
|
August 7, 2024
|
|
Does inherited IRA impact Roth conversion?
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|
31
|
2613
|
July 24, 2024
|
|
Charitable Remainder Trust again
|
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23
|
800
|
July 22, 2024
|
|
Taxation of Treasuries
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|
2
|
238
|
July 17, 2024
|
|
Are Transcript Costs 529-Eligible Expenses? (Student is enrolled in the receiving school)
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|
16
|
873
|
July 12, 2024
|
|
QLAC: Annuity Payments (up to $200K) from IRA or 401k to defer RMDs
|
|
5
|
419
|
July 7, 2024
|
|
Self-employed income w/o 1099
|
|
7
|
550
|
July 2, 2024
|
|
Cost basis of gifted property
|
|
3
|
483
|
June 5, 2024
|
|
Trust and estate - irrevocable trust but total control?
|
|
8
|
526
|
May 28, 2024
|
|
QCD IRA to Charitable Remainder Trust as RMD--referral
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|
0
|
265
|
May 19, 2024
|
|
Inherited IRA RMD - 1st Year?
|
|
32
|
1100
|
May 15, 2024
|