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Recently widowed - Tax advise
I am recently widowed and make more than would allow for survivor benefits. In fact, I will be hit next filing year when I have to file single again. Questions that may not be able to be answered but would appreciate it if I could get pointers to where I can get more help.
How do you balance when to do a roth conversion vs. taking an ACA supplement?
When I am single and my deduction goes down? How can I keep track monthly if my ACA is in compliance?
How much income before you get hit with tax penalty if i am below tax withholdings (looking to retire and take income out of 401k).
Thanks
‎October 30, 2024
9:34 AM