About jschoomer

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Re: Form 709 - superfunding 529 and gift tax

Thanks for your reply. I have a follow-up to your answer for question #3:What is the answer to line 19 question “Did you and your spouse make gifts to third par...

jschoomer

1

Updated Apr 27, 2025
Re: Brokerage account with my 19 year-old - question about filing ta...

Thanks Amy.I read up on the link. Yes, he's a dependent. Since my son's unearned income is less than $1300, he doesn't need to file taxes at all, correct? He ha...

jschoomer

1

Updated Feb 17, 2025
Solved Re: Taxable amount for non-deductible Trad IRA to Roth IRA conversio...

Yu, that fixed it. Thanks.

jschoomer

Updated Feb 26, 2024
Solved Re: Taxable amount for non-deductible Trad IRA to Roth IRA conversio...

Thanks. This which would be on which Turbo Tax screen? I have the Deluxe version installed on Windows.

jschoomer

2

Updated Feb 26, 2024
Solved Re: EIP3: Claiming Recovery Rebate credit while payment trace is in ...

Thank you so very much for the clear advice and clarification.

jschoomer

Updated Sep 06, 2022

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Date Registered	‎October 7, 2020 3:43 PM
Date Last Visited	‎May 23, 2025 7:12 PM
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