Aimee-O
Expert Alumni
Member profile
Hello! My name is Aimee and I joined TurboTax as a Tax Expert in 2020. I live north of Pittsburgh, PA with my wonderful husband, 2 awesome teenagers, and my derpy but loving cat! I love learning and helping others, specifically with tax questions and concerns! I intentionally try to approach everyday as an opportunity to learn something new and be an encouragement to others. I look forward to helping you!
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Hi Jeff! Great questions!!1.If I open a Roth IRA any time in 2023, it's start date is Jan 1, 2023? Yes. The rule for that conversion actually begins on January...
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Hi Adam!GREAT Question! How the IRS is handling Crypto is continually evolving. When"sacrificing" your USDC, the IRS considers that a reportable transaction.Th...
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Hi Eric!Great question!Assuming you lived in MD all year, and your employer is DC based, then you will want to contact your HR department to correct your withho...
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You have GREAT insight! You are correct. There is NO warning or safeguard in place. It is up to the owner/taxpayer. It's possible the brokerage company may have...
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Hi Jeff! Great questions!!1. If I open a Roth IRA any time in 2023, it's start date is Jan 1, 2023? Yes. The rule for that conversion actually begins on Januar...
Activity Feed for Aimee-O
- Got Cheered for Re: Why am I being taxed by dc if I live in md and I work from home?. ‎February 22, 2024 9:11 AM
- Posted Re: Roth 401K on Retirement tax questions. ‎July 26, 2023 12:15 PM
- Got Cheered for Re: Crypto Sacrifice - cap gains loss or other tax treatment?. ‎July 26, 2023 12:09 PM
- Posted Re: Crypto Sacrifice - cap gains loss or other tax treatment? on Get your taxes done using TurboTax. ‎July 26, 2023 12:00 PM
- Posted Re: Why am I being taxed by dc if I live in md and I work from home? on Get your taxes done using TurboTax. ‎July 26, 2023 11:36 AM
- Cheered Re: Roth 401K for Opus 17. ‎July 26, 2023 10:49 AM
- Posted Re: Roth 401K on Retirement tax questions. ‎July 26, 2023 10:48 AM
- Posted Re: Roth 401K on Retirement tax questions. ‎July 26, 2023 10:39 AM
- Posted Re: 403B to Roth IRA Coversion on Retirement tax questions. ‎July 26, 2023 9:42 AM
- Posted Re: 403B to Roth IRA Coversion on Retirement tax questions. ‎July 26, 2023 9:37 AM
- Got Cheered for Re: From 5498. ‎June 29, 2023 5:36 AM
- Got Cheered for Re: Investment Property Profit. ‎June 28, 2023 12:43 PM
- Posted Re: Investment Property Profit on Get your taxes done using TurboTax. ‎June 28, 2023 10:52 AM
- Posted Re: From 5498 on Get your taxes done using TurboTax. ‎June 28, 2023 9:23 AM