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
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
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
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
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)?
tivo44Posted Monday
| Latest post Monday by
tivo44
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