About melissaforpeace315

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Re: Filing with Turbotax

@DoninGAthank you! Wait, so I'm using the "do your own taxes" version that costs $129. So does that mean that right after I'm done filing today, I have to pay $...

melissaforpeace315

1

Updated Mar 23, 2025
Re: Question about Taxable Brokerage account and Roth IRA account

@Mike9241thank you! but if I do an in-kind transfer from my taxable brokerage to my Roth IRA without directly selling the securities, is this an event that trig...

melissaforpeace315

2

Updated Oct 05, 2024
Re: Question about Taxable Brokerage account and Roth IRA account

@Bsch4477thank you! wait, sorry if I was unclear, but I was referring to the fact that I'm needing to sell the securities in my taxable brokerage in order to co...

melissaforpeace315

4

Updated Oct 05, 2024
Re: Question about Receiving money

@VolvoGirli think it's a gift

melissaforpeace315

Updated Aug 02, 2024
Re: Question about 401k to IRA Rollover

@Opus 17Thank you so much for the info! Would you suggest that I provide anything to the IRS in addition to filing my taxes next month to 'explain' that I indee...

melissaforpeace315

1

Updated Jan 11, 2024

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Date Registered	‎February 6, 2021 8:28 AM
Date Last Visited	‎March 23, 2025 3:23 PM
Total Messages Posted	96

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