I would have gotten tax credit for taxes paid to NY if it wasnt interest income. Since interest income isn't considered NY source income, I can't just use my ov...
I wanted to get rid of my commingled funds. Since my 401k only accepts pre-tax rollover, I can just take the part that is pre-tax (deductible taken in annual ta...
@macuser_22This is a 2 year old post, but wanted to ask why you think there can be no traditional IRA at the start of the year to benefit from backdoor ROTH? Yo...
@dmertzWould appreciate your insight about the treatment for the small amount of earnings on the funds (tax deductible as well as non-tax deductible)? I would i...