dmertz
Level 15
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"I wonder if theAOB is $12,000 + $7,000 + $7,000 = $26,000 is fair"Fair or not, it's what CFR 1.408-11 requires.
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"I took distributions from a 401(k) and a 403(b) in order to satisfy RMD. These distributions were reported on the same 1099-R."It's improper for the payer to r...
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Issuers of Form 1099-R will often not mark the CORRECTED box if the change the form before the original is sent to the IRS and the original was never sent to th...
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The calculation is described in CFR 1.408-11:https://www.law.cornell.edu/cfr/text/26/1.408-11I'll assume that the entire balance of the Roth IRA at Brokerage B ...
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You can claim reimbursement for qualified medical expenses that were incurred after the establishment of the HSA. The HSA is considered established on the date ...
Activity Feed for dmertz
- Posted Re: Earning and Loss Calculation for Recharacterization on Retirement tax questions. yesterday
- Got Cheered for Re: Earning and Loss Calculation for Recharacterization. yesterday
- Got Cheered for Re: Handling RMD when 401(k) and 403(b) distributions reported on the same 1099-R and some payments are periodic but others not. yesterday
- Posted Re: Handling RMD when 401(k) and 403(b) distributions reported on the same 1099-R and some payments are periodic but others not on Retirement tax questions. yesterday
- Posted Re: 1099-SA reissued without corrected box checked on Deductions & credits. Tuesday
- Posted Re: Earning and Loss Calculation for Recharacterization on Retirement tax questions. Tuesday
- Posted Re: W2 Corretion Request due to HSA Excess Contribution on Retirement tax questions. Tuesday
- Got Cheered for Re: Solo 401k contribution via my 1099 if I also have a 401k via my w2. Monday
- Got Cheered for For 2025, the IRS is introducing a new code Y for QCDs. Monday
- Got Cheered for For 2025, the IRS is introducing a new code Y for QCDs. Monday
- Got Cheered for Re: Bank coded my IRA transfer as distribution, not transfer. Help!. Monday
- Got Cheered for For 2025, the IRS is introducing a new code Y for QCDs. Monday
- Posted For 2025, the IRS is introducing a new code Y for QCDs on Retirement tax questions. Monday
- Posted Re: W2 Corretion Request due to HSA Excess Contribution on Retirement tax questions. Monday
- Posted Re: Can Fidelity issue a Corrected 1099-R due to the inco... on Retirement tax questions. Monday
- Posted Re: W2 Corretion Request due to HSA Excess Contribution on Retirement tax questions. Saturday
- Posted Re: W2 Corretion Request due to HSA Excess Contribution on Retirement tax questions. Saturday
- Posted Re: What is the deadline for making my SEP contribution if I file for an extension? Is the answer different for a partnership? on Get your taxes done using TurboTax. a week ago
- Got Cheered for Re: I did an early withdraw on my 401k for a first time homebuyer. The first $10k is suppose to be exempt. Additional taxes are owed. Cannot tell if I received credit.How?. a week ago
- Posted Re: I did an early withdraw on my 401k for a first time homebuyer. The first $10k is suppose to be exempt. Additional taxes are owed. Cannot tell if I received credit.How? on Retirement tax questions. a week ago