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Is it time to retire? You’ve worked your whole life - setting aside some of your hard-earned dollars to ensure a comfortable retirement. Now it’s time to reap the benefits of your savings! Know your options and gather the knowledge to reduce taxes, e... read more
Employee Tax Expert KarenL ‎Posted October 10, 2024
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The best place to begin your retirement tax savings is with expert knowledge! You’ll find that in the The Golden Years Guide to Tax-Free Retirement, which is filled with great tips from financial experts in-the-know. Most people are familiar with a 4... read more
Employee Tax Expert KarenL ‎Posted October 3, 2024
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"l reconciled transactions last month and everything was cleared. But, this month, l See adefferent beginning. What's wrong?"
teerasripongsakorn ‎Posted yesterday | Latest post 6 hours ago by xmasbaby0
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michelle_duarte ‎Posted Wednesday | Latest post yesterday by NCperson
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I need this, going back to 2017, in order to prove something to the Social Security Administration.
pnberkowtaxes201 ‎Posted Wednesday | Latest post Wednesday by Opus 17
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I amended my 2022 return due to the recharacterization and was refunded the tax penalty for that year. I believe TurboTax pulled my original 2022 return and applied the excess contribution into my 2023 return. I want to amend my 2023 return but I did... read more
march142005 ‎Posted a week ago | Latest post Wednesday by march142005
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I especially appreciated your concluding remark in your email: "You may choose to follow my advice, or choose to ask someone else. I highly recommend you trust professionals when they advise you." I would love to find a professional. Maybe there is o... read more
user17538294352 ‎Posted Wednesday | Latest post Wednesday by Opus 17
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This is referring to those that are FLSA non exempt. The question is if I make 15k in OT, is all 15k deductible (ignoring income limits) or is it only 5k (the extra 1/2 time per hour)?
tivo44 ‎Posted Monday | Latest post Monday by tivo44
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I uploaded the 1099-R information directly from Vanguard.Box 1 and Box 2 both reflect $7,000 Box 2b is checked (taxable amount not determinedBox 7 reflects Code 2-Early distribution, exception appliesThe result with this uploaded information is that ... read more
tcondon21 ‎Posted Friday | Latest post Monday by tcondon21
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heretofore0 ‎Posted Monday | Latest post Monday by xmasbaby0
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