I am retired and on Medicare. I transferred money from my IRA to my HSA
through my financial institution. I didn't realize that I could not do
this until after a few days after the rollover was complete, at which
time I had the money transferred from...read more
RMGlPosted 2 hours ago | Latest post 2 hours ago by dmertz
Hi there, Trying to get a start on my taxes and ran into a snag. I was
employed by Company (A) up until 2018 when I was fired. I had a 401k in
it that I contributed to regularly from my paycheck. A year or so prior
I had taken a loan out against it (...read more
2019 TurboTax Premier is telling me I over contributed to my HSA by $100
this year. I am over 55 and contributed $8000 ($7000 Family + $1000
Catch-up) which I believe is allowable for 2019. $7900 was the maximum
2018 deduction. How do I clarify this ...read more
RouteRickPosted November 13, 2019 | Latest post 3 hours ago by rjs
Hello...I switched jobs in 2019 and my previous employer failed to
withhold and deposit deferrals into the 401K plan from pay I received
after my departure from the company. Instead the amount I intended to
defer into the plan was paid directly to me...read more
Mom died in November 2018, I inherited part of her IRA January 2019 and
liquidated the full amount immediately. Tax form has a “4” in Box
7.Questions are: Question 1: Was this withdrawal an RMD? Yes, some or
all of this withdrawal was an RMD. No, non...read more
dcl766 Posted 4 hours ago | Latest post 3 hours ago by AmyC
I'm having trouble with filling out my tax breaks. TurboTax is saying
that they noticed I took out money from my retirement plan, but that's
not true. What happened is that I was sent a check with all the
remaining money in that retirement plan from ...read more
