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AnthonyC CPA
Employee Tax & Finance Expert
Employee Tax & Finance Expert
Member profile
Latest badges earned

  • Re: Capital Gains

    You do not pay tax when an ETF appreciates in value until you sell any portion of the ETF unless you receive a dividend. In your example you would not pay tax o...
    AnthonyC CPA
    1
    Updated Jun 08, 2022

  • Re: Capital Gains

    If you contribute to a non-retirement brokerage account and receive dividends you may be required to pay income taxes even if you do not withdraw from the accou...
    AnthonyC CPA
    Updated Jun 08, 2022

  • Re: Made a mistake when claiming my child

    You can amend your tax return and claim your child as a dependent if they qualify. If you use TurboTax you can look for Amend my return. The form to file is 104...
    AnthonyC CPA
    Updated Jun 08, 2022

  • Re: HealthCare Monthly Premiums

    Yes. You can claim the monthly premiums that you pay as a medical expense if you itemize your deductions for income tax purposes. Medical expenses need to be gr...
    AnthonyC CPA
    Updated Jun 08, 2022

  • Re: Pension - Lump Sum Payment Opportunity

    When looking at your options if you choose Option 1 and roll over the entire amount to a Rollover IRA there will be no tax impact for 2022. You can then invest ...
    AnthonyC CPA
    Updated Jun 08, 2022
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