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Re: If I do a conversion from IRA to Roth why am I assessed a penalty when the taxable amount on the conversion is not due until April, not when the conversion occurred ?

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0 Replies 6134 Views

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Re: If I do a conversion from IRA to Roth why am I assessed a penalty when the taxable amount on the conversion is not due until April, not when the conversion occurred ?

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4 Replies 6139 Views

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Re: 2021 Tax Year - 1099R and RMD

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20 Replies 2981 Views

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Re: I'm 63 and still working. My 401kdoesn't offer in service rollovers. If I withdrawal and deposit it into an IRA will I get credited for the taxes that were withheld?

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2 Replies 1303 Views

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Re: Choosing Between MFS w/ Invalid Roth IRA Contrb. and MFJ w/ UCE Ineligibility

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0 Replies 6792 Views

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Re: Choosing Between MFS w/ Invalid Roth IRA Contrb. and MFJ w/ UCE Ineligibility

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2 Replies 6881 Views

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Re: Question about Solo Roth 401(k) plan and contribution rules - please help

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1 Reply 4530 Views

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Re: If I take an early withdrawal from my 401k, where does the IRS take the 10% penalty from? Does it come out of my tax return or is it a separate fee?

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1 Reply 2776 Views

1 Reply

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Re: How does the EV tax credit work? I pay over 7500 in income tax but do not owe an additional 7500 in liabilities at the EOY. would the 7500 credit reduce my taxable income

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0 Replies 2497 Views

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Re: Inherited Non Spouse IRA Distribution - Taxable in Illinois?

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0 Replies 9405 Views

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Re: IRS probs. My return appears to have an incorrect calculation with AGI. Entered $160,300 for IRA disbursement (under 55 y/o). TT calculated only $97,300 taxable/AGI. Why?

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5 Replies 1738 Views

5 Replies

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Re: Rollover IRA from excess RMD distribution

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0 Replies 2126 Views

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Re: Contributions to Non-Qualified Deferred Compensation Plan W2

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0 Replies 1199 Views

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Re: I live in FL but work remotely in NC. I know I’ll pay NC taxes on the remote income, but I also have FL-based retirement income. Will NC also tax my FL retirement income?

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Re: If I do a conversion from IRA to Roth why am I assessed a penalty when the taxable amount on the conversion is not due until April, not when the conversion occurred ?

Re: If I do a conversion from IRA to Roth why am I assessed a penalty when the taxable amount on the conversion is not due until April, not when the conversion occurred ?

Re: 2021 Tax Year - 1099R and RMD

Re: I'm 63 and still working. My 401kdoesn't offer in service rollovers. If I withdrawal and deposit it into an IRA will I get credited for the taxes that were withheld?

Re: Choosing Between MFS w/ Invalid Roth IRA Contrb. and MFJ w/ UCE Ineligibility

Re: Choosing Between MFS w/ Invalid Roth IRA Contrb. and MFJ w/ UCE Ineligibility

Re: Question about Solo Roth 401(k) plan and contribution rules - please help

Re: If I take an early withdrawal from my 401k, where does the IRS take the 10% penalty from? Does it come out of my tax return or is it a separate fee?

Re: How does the EV tax credit work? I pay over 7500 in income tax but do not owe an additional 7500 in liabilities at the EOY. would the 7500 credit reduce my taxable income

Re: Inherited Non Spouse IRA Distribution - Taxable in Illinois?

Re: IRS probs. My return appears to have an incorrect calculation with AGI. Entered $160,300 for IRA disbursement (under 55 y/o). TT calculated only $97,300 taxable/AGI. Why?

Re: Rollover IRA from excess RMD distribution

Re: Contributions to Non-Qualified Deferred Compensation Plan W2

Re: I live in FL but work remotely in NC. I know I’ll pay NC taxes on the remote income, but I also have FL-based retirement income. Will NC also tax my FL retirement income?

Re: Question about Solo Roth 401(k) plan and contribution rules - please help

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