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Re: Bottom line is - you don't file it. The custodian of you...

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Re: I cashed in my life insurance and reinvested it in our retirement funds. How can I report this carryover as we are over the 70 1/2 age for a IRA?

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Re: Form 8915B was automatically filled out showing taxable IRA is 1/3 of the total. However, the taxable amount shown in 1040 is 1.3333 times the IRA. Can you fix this?

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Re: I was told my employer took to much social security tax out of my earnings for 2017 when I was doing the turbo tax. Does my employer reimburse me this money?

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1 Reply 3871 Views

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Re: You can't rollover proceeds from an insurance policy into...

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2 Replies 21037 Views

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Re: I am no longer employed we are considering an early withdrawal of my 401k as it's not needed. What type of penalty and tax can I expect federal and state (VA)?

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0 Replies 1004 Views

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Re: 401K withdrawal Retirement tax question

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2 Replies 1500 Views

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Re: I am no longer employed we are considering an early withdrawal of my 401k as it's not needed. What type of penalty and tax can I expect federal and state (VA)?

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0 Replies 1035 Views

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Re: My wife and I paid $10,000 this year for post secondary education tuition (Masters degree). Are we able to withdraw $10,000 from an IRA account penalty free this year to pay for those expenses? Th...

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0 Replies 508 Views

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Re: Any restrictions on source of funds to repay a rollover?

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0 Replies 421 Views

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Re: Roth for grandson

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1 Reply 2485 Views

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Re: Roth for grandson

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4 Replies 2487 Views

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Re: Should I have 1099 form from retirement system. where to put it ?

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0 Replies 680 Views

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Re: How to find and pay out penalty for not taking MRD in 2018

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0 Replies 313 Views

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Re: VA unemployment 1099-G has box 2 for federal income tax w...

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Re: Bottom line is - you don't file it. The custodian of you...

Re: I cashed in my life insurance and reinvested it in our retirement funds. How can I report this carryover as we are over the 70 1/2 age for a IRA?

Re: Form 8915B was automatically filled out showing taxable IRA is 1/3 of the total. However, the taxable amount shown in 1040 is 1.3333 times the IRA. Can you fix this?

Re: I was told my employer took to much social security tax out of my earnings for 2017 when I was doing the turbo tax. Does my employer reimburse me this money?

Re: You can't rollover proceeds from an insurance policy into...

Re: I am no longer employed we are considering an early withdrawal of my 401k as it's not needed. What type of penalty and tax can I expect federal and state (VA)?

Re: 401K withdrawal Retirement tax question

Re: I am no longer employed we are considering an early withdrawal of my 401k as it's not needed. What type of penalty and tax can I expect federal and state (VA)?

Re: My wife and I paid $10,000 this year for post secondary education tuition (Masters degree). Are we able to withdraw $10,000 from an IRA account penalty free this year to pay for those expenses? Th...

Re: Any restrictions on source of funds to repay a rollover?

Re: Roth for grandson

Re: Roth for grandson

Re: Should I have 1099 form from retirement system. where to put it ?

Re: How to find and pay out penalty for not taking MRD in 2018

Re: VA unemployment 1099-G has box 2 for federal income tax w...

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