I am actually seeing 75% LESS of what I expect. my estimated takes is being calculated correctly, and then it subtracts the expected withholding for 2026 on the...
Im the owner as well and did a trustee to trustee transfer to my daughters Roth IRA. However, it was completed in 2025, but qualifies in 2024. Does my daughter ...
I'm in a similar situation but more complex. I have a 529 plan for my daughter. I get all the reimbursements and the tax forms. She set up a Roth IRA in 2024. ...
As I posted above, same issue. However, 15 days after my requested withdrawal date, the funds have finally been withdrawn. So maybe the 7-10 days is now 14-21 d...
I don't believe the backlog that you speak of is the issue at all. I have confirmed they have processed my return and have the transcript. I am having the same ...
