Ray_011
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Are there methods for not reporting via the cash method you describe? I realize it is likely the most simple, but I'm assuming in my circumstances it results in...
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Thanks for your follow-up ... much appreciated. At the moment the tax impact of the inflated MAGI is around $1,100, which of course I'd like to keep, but hopefu...
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Is there any way to parse out the SS that corresponds to pre-2022 years? I realize this income needs to be taxed, but it seems the recognition of the full boat ...
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Noting that having stripped out all of the pension rollover, I'm still getting hit at the higher qualified dividend rate - therefore that was not the problem. L...
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Activity Feed for Ray_011
- Posted Re: TT handling of 1099-R pension rollover in connection with qualified dividends on Get your taxes done using TurboTax. March 5, 2023 7:28 AM
- Posted Re: TT handling of 1099-R pension rollover in connection with qualified dividends on Get your taxes done using TurboTax. March 4, 2023 6:19 AM
- Posted Re: TT handling of 1099-R pension rollover in connection with qualified dividends on Get your taxes done using TurboTax. March 4, 2023 5:55 AM
- Cheered Re: TT handling of 1099-R pension rollover in connection with qualified dividends for Hal_Al. March 4, 2023 5:47 AM
- Posted Re: TT handling of 1099-R pension rollover in connection with qualified dividends on Get your taxes done using TurboTax. March 3, 2023 4:25 PM
- Posted TT handling of 1099-R pension rollover in connection with qualified dividends on Get your taxes done using TurboTax. March 3, 2023 3:19 PM
- Posted Re: Thank you, Diane W! on Retirement tax questions. February 21, 2023 4:11 PM
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- Posted Re: Repayment of SSI lump sum to private insurance carrier in connection with tax free private LTD on Retirement tax questions. February 20, 2023 5:55 PM
- Posted Re: Repayment of SSI lump sum to private insurance carrier in connection with tax free private LTD on Retirement tax questions. February 20, 2023 5:05 PM
- Posted Repayment of SSI lump sum to private insurance carrier in connection with tax free private LTD on Retirement tax questions. February 20, 2023 2:41 PM
- Posted Re: Thank you, Diane W! on Retirement tax questions. February 20, 2023 2:27 PM