Wondering what folks are planning to migrate to now that Mint is
shutting down. I've used it since 2009 or so... feels like my whole
financial life is in there. It was never perfect, but I still found it
incredibly helpful.
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 3 weeks ago
| Latest post 3 weeks ago by
Kiffer3
It was Extremely distressing to discover after completing my taxes
today, that Turbo Tax will not let me efile them, EVEN THOUGH THE IRS
says this option in available to those of us in disaster areas until
November16. Talking to a live person did not...read more
after a couple of hours i am unable to resolve this persistent issue.
looking at other posts, turbotax does not care about this and/or is
unable to resolve this or it's not a priority i am using turbotax
"premium" 2019 i have read and tried all of th...read more
My employer offers a student loan repayment plan where they make yearly
payments directly to the student loan servicer. It is a qualifying
educational assistance program however my employer has set the tax-free
limit at $3,000 instead of the IRS allo...read more
I have a 457f plan from a hospital i left in 1985. Last year I started
RMD's. the RMD was a little over $20,000 and the VOYA reported about
$40,000 as wage income and in box 11 as non-qualified income. why was
this amount reported as income and if $1...read more
My spouse and I are considering filing as married filing separately for
2023 so that she will have an AGI under $75,000 and qualify for the used
EV tax credit of $4000. She has other medical expenses that makes this
advantageouos as well. If we purch...read more