Aussie
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Thank you, good to know additional information!
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@dmertzThank you for the clarifications. The information you sent makes sense.From what I have learned is anytime there is a rollover from a "Qualified" Roth 40...
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@dmertzIn my case, if I were to take a distribution from my Roth 401K, it would be considered a qualified distribution as I do meet the qualified distribution r...
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Thanks for your reply and it mostly makes sense. What I need to clarify is how the contribution amount is determined. This is my first Roth IRA. I retired in 20...
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You are correct. I checked my 1099-B and the wash sale loss is reflected on the cost basis for the subsequent repurchases and I don't need to do anything. I did...
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- Posted Re: Roth IRA 5 Year Rule on Retirement tax questions. Sunday
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- Posted Re: Roth IRA 5 Year Rule on Retirement tax questions. Friday
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- Posted Roth IRA 5 Year Rule on Retirement tax questions. Thursday
- Posted I filed my 2024 tax return & received a refund. I now am filing an amended return which will result in a lower refund amount. How do I reflect this on the amended return? on After you file. April 16, 2025 11:51 AM
- Cheered Re: Depreciation of new cabinets and flooring in rental property for KrisD15. March 20, 2025 8:14 AM
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- Posted Expense Category for purchasing chainsaw for rental property on Investors & landlords. March 18, 2025 8:06 AM
- Cheered Re: How to apply wash sale loss to repurchased security cost basis for Mike9241. March 17, 2025 1:59 PM
- Posted Depreciation of new cabinets and flooring in rental property on Investors & landlords. March 17, 2025 1:28 PM
- Posted Re: How to apply wash sale loss to repurchased security cost basis on Get your taxes done using TurboTax. March 17, 2025 6:22 AM
- Posted How to apply wash sale loss to repurchased security cost basis on Get your taxes done using TurboTax. March 16, 2025 5:09 PM
- Posted Offsetting loss from sale of stock on Investors & landlords. December 28, 2023 1:59 PM