The end of the year is more than just holidays, great food, and family!
It’s also the perfect time to make smart money decisions, take action to
reduce your tax liability and give yourself peace of mind! The following
links are filled with tips and s...read more
529 plan beneficisry graduated college this summer and the owner has
Money left in the 529 plan. Question 1: If the student-beneficiary
received several academic scholarships, can the owner take that money
out of his 529? 2. If he wants to remove the...read more
Hal_AlPosted 4 weeks ago
| Latest post 4 weeks ago by
Kiffer3
The question above is for this problem below: Logan B. Taylor is a
widower whose wife, Sara, died on June 6, 2019. He lives at 4680 Dogwood
Lane, Springfield, MO 65801. He is employed as a paralegal by a local
law firm. During 2021, he had the follow...read more
Turbotax allows me to enter only one disaster on Form 8915-F on my 2022
return. There were 2 more disasters that I was impacted in 2023 in
California, which I'd like to report on my 2022 return. Each disaster
should reduce the gross IRA distribution ...read more