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Katie-P
Employee Tax Expert
Employee Tax Expert
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Latest badges earned

  • Re: inheritance

    Hi jslimmers, Thanks for participating in today's event! It sounds like you received an inherited IRA. There are various factors that determine the tax impact...
    Katie-P
    Updated Oct 25, 2023

  • Re: 2020 Version Form W4

    Hi Creed22, Thanks for participating in today's event! I agree with you: the new W-4 is very confusing! It's hard to say whether the person in your question ...
    Katie-P
    Updated Oct 25, 2023

  • Solved Re: Income needed for Obamacare requirements

    Hi Eric_W! Thanks for participating in today's event. The answer to both of your questions is yes. Each of these will count as income towards meeting the requ...
    Katie-P
    Updated Oct 25, 2023

  • Re: Tax questions

    Hi CSBW, Thanks for participating in today's event! How does getting married impact taxes? Is it better to file separately or jointly? -->It is generally bet...
    Katie-P
    Updated Oct 25, 2023

  • Solved Re: Uniformed service retirement and state taxes

    Hi m-l, Thanks for participating in today's event! You are correct: Connecticut does not tax military pensions. Regarding your second question: generally spe...
    Katie-P
    Updated Oct 25, 2023
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