achung0315
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Calculating with the IRS calculation threw me off so I ended up using the lot cost to figure out exact gain - didn't need to take out 2025 yet as I will try to ...
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I made 2024 Contribution on 01/03/2024 and 2025 contribution on 01/02/2025 - both at the beginning of the year for the respective years.. Which is why it's gett...
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Unfortunately JPM Chase does not calculate it for you so I have to do the gains calculation myself. I have contributed $7,000 for year 2024 and $7,000 for year ...
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Thank you for the explanation regarding form 5329. I think I get the jist of the situation.Now in order to calculate net gains, do I have use this form below?N...
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Thank you for the detailed explanation. Not sure if this applies but I am not over 59 1/2, but there wouldn't be 10% penalty? Also I read there is a form 5329 I...
Activity Feed for achung0315
- Posted Re: Excess Roth IRA 2024 & 2025 on Get your taxes done using TurboTax. March 1, 2025 4:37 PM
- Posted Re: Excess Roth IRA 2024 & 2025 on Get your taxes done using TurboTax. February 25, 2025 11:38 AM
- Posted Re: Excess Roth IRA 2024 & 2025 on Get your taxes done using TurboTax. February 25, 2025 6:06 AM
- Posted Re: Excess Roth IRA 2024 & 2025 on Get your taxes done using TurboTax. February 25, 2025 4:39 AM
- Posted Re: Excess Roth IRA 2024 & 2025 on Get your taxes done using TurboTax. February 24, 2025 2:56 PM
- Posted Excess Roth IRA 2024 & 2025 on Get your taxes done using TurboTax. February 24, 2025 1:40 PM
- Posted Re: 1041 Grantor Trust not filed since 2018 on State tax filing. February 20, 2024 2:27 PM
- Posted Re: 1041 Grantor Trust not filed since 2018 on State tax filing. February 20, 2024 1:28 PM
- Posted 1041 Grantor Trust not filed since 2018 on State tax filing. February 20, 2024 7:42 AM
- Posted Dependent Care Credit - Child care fees paid to parents on Get your taxes done using TurboTax. January 31, 2024 5:49 AM
- Posted Filing jointly with my wife. I reside in Nassau County (Long Island), but my wife will be staying in NYC. Do I need to file separate for NY City Tax? on Get your taxes done using TurboTax. July 24, 2023 6:06 PM
- Posted Thank you for the quick response. One more question, the... on Get your taxes done using TurboTax. June 6, 2019 7:53 AM
- Posted So does the dividend income gets calculated as gross inco... on Get your taxes done using TurboTax. June 6, 2019 7:53 AM
- Posted If my tax bracket is over 15% tax bracket, will I be paying the 15% tax on whole amount of qualified dividends? on Get your taxes done using TurboTax. June 6, 2019 7:53 AM
- Posted I am a resident in Queens, NY so I am pay NYC Tax. If I move to Great Neck, Long Island what would happen to my NYC Tax withholding? Do I need a proof of address change? on State tax filing. June 5, 2019 3:40 PM