About Holly W1

Employee Tax Expert

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Enrolled Agent, TurboTax Expert since 2015, tax preparer since 2008

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Re: Retired and Receiving Money from a Trust

Hello@Meggie235Thank you for joining us today! I am so sorry to hear about your mother's passing.As for the taxability of monies left in a Trust, it will depend...

Holly W1

Updated Jul 26, 2023
Re: Pennsylvania state income tax refund

Hello@JoeBoquet I am sorry to hear you haven't received your refund yet. I know it can be frustrating. If it has been passed the time limit they gave on their...

Holly W1

Updated Feb 07, 2024
Solved Re: RMD calculation for combined 401K and Roth 401K

Hello@Nancy_73Thank you so much for participating today! We are so happy that you are here. When it it is time to calculate your RMD, it will be based off each...

Holly W1

1

Updated Jul 26, 2023
Re: roth beneficiaries

Hello@gwh2Thank you for joining us today! When they inherit your Roth IRA, and they are the Designated beneficiary, they will follow the 10-year rule. If they ...

Holly W1

Updated Jul 26, 2023
Re: Past California Form 568 for 2020 & 2021.

Hello@hjlee116Thank you for your question.For prior the prior year Form 568 you can complete independently or amend to have the program assist with filling out ...

Holly W1

Updated Jul 26, 2023

Activity Feed for Holly W1

Got Cheered for Re: IRA and 401K withdrawls. ‎February 22, 2024 12:31 PM
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
Got Cheered for Re: IRA and 401K withdrawls. ‎July 29, 2023 8:14 AM
Posted Re: Retired and Receiving Money from a Trust on Retirement tax questions. ‎July 26, 2023 1:38 PM
Got Cheered for Re: Pennsylvania state income tax refund. ‎July 26, 2023 1:33 PM
Got Cheered for Re: RMD calculation for combined 401K and Roth 401K. ‎July 26, 2023 1:30 PM
Posted Re: Pennsylvania state income tax refund on Retirement tax questions. ‎July 26, 2023 1:21 PM
Posted Re: RMD calculation for combined 401K and Roth 401K on Retirement tax questions. ‎July 26, 2023 1:02 PM
Posted Re: roth beneficiaries on Retirement tax questions. ‎July 26, 2023 12:28 PM
Cheered Re: Taxes for BonnieI. ‎July 26, 2023 12:12 PM
Posted Re: Past California Form 568 for 2020 & 2021. on Get your taxes done using TurboTax. ‎July 26, 2023 12:07 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 11:37 AM
Got Cheered for Re: Taxes. ‎July 26, 2023 11:07 AM
Cheered Re: Taxes for KLLayfielld. ‎July 26, 2023 11:00 AM
Posted Re: Spouse's social security or MINE on Retirement tax questions. ‎July 26, 2023 10:43 AM
Cheered Re: Taxes for KanchanM. ‎July 26, 2023 10:32 AM
Got Cheered for Re: Inherited IRA. ‎July 26, 2023 10:25 AM
Posted Re: Inherited IRA on Retirement tax questions. ‎July 26, 2023 10:22 AM
Got Cheered for Re: Taxes. ‎July 26, 2023 10:13 AM
Posted Re: Taxes on Retirement tax questions. ‎July 26, 2023 10:12 AM

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Date Registered	‎June 28, 2023 9:12 AM
Date Last Visited	‎October 23, 2023 8:05 AM
Total Messages Posted	24
Total Cheers Received	16

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Re: Retired and Receiving Money from a Trust

Re: Pennsylvania state income tax refund

Solved Re: RMD calculation for combined 401K and Roth 401K

Re: roth beneficiaries

Re: Past California Form 568 for 2020 & 2021.

Do you have a TurboTax Online account?

Re: Retired and Receiving Money from a Trust

Re: Pennsylvania state income tax refund

Solved Re: RMD calculation for combined 401K and Roth 401K

Re: roth beneficiaries

Re: Past California Form 568 for 2020 & 2021.