About Paul_W1

Employee Tax Expert

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Re: 401k to Roth IRA Conversion over 60- 5 year rule?

Hi Tracer-X Here is the IRS Pub 590 that discusses retirement plans. Look specifically at the ROTH sections. https://www.irs.gov/pub/irs-pdf/p590a.pdf

Paul_W1

8

Updated Nov 30, 2024
Re: 401k to Roth IRA Conversion over 60- 5 year rule?

Hi Tracer-X Following up hoping to provide more clarification about the distribution from a 401k to ROTH. Based upon what you given, and the timeline, 50K will...

Paul_W1

10

Updated Nov 30, 2024
Re: If my son turns 19 during the tax year can i still claim him as ...

Hi Melaniereiland, Thank you for your wonderful question. Based upon your information, you may possibly be able to claim your son who is 19 years old. There ar...

Paul_W1

Updated Sep 25, 2024
Re: joint marriage filing

Hi Ningnunu, Thank you for the question. Based upon your information, the filing status has two options, married filing joint (MFJ) or married filing separate ...

Paul_W1

Updated Sep 25, 2024
Re: Claiming Lifetime Learning Credit with partial employer tuition ...

Hijflipper360 This is an awesome question. Based upon the given info, education credits will be based upon the information you input on turbo tax regarding you...

Paul_W1

Updated Aug 28, 2024

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Date Registered	‎August 31, 2022 11:09 AM
Date Last Visited	‎September 26, 2024 6:45 PM
Total Messages Posted	41
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