About Cate9

Employee Tax Expert

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Hi! I am a CPA from right in the center of the USA. I am from a land locked state, so naturally, I have a wanderlust that takes me to all parts of the world when I travel. When I am not traveling, I have nearly 30 years of experience in bookkeeping, tax and business consulting. I would love to help you solve your troubling questions.

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Re: Stock Dividends

HiTraceycordray! Thanks for the great question! Planning ahead for taxes is always a good idea. You may need to make an estimated tax payment now to avoid pena...

Cate9

Updated Jul 26, 2023
Re: Social Security Taxes

Hi Sandy! Thanks for the reply. As previously posted, the Taxpayer Advocate service can help you get results from the IRS. You may even have a local office that...

Cate9

Updated Jul 26, 2023
Re: Scheduling Retirement

Whether you apply for social security benefits before the end of December or in the first week of January should not matter to your benefits. It may only delay ...

Cate9

Updated Jul 26, 2023
Re: Fidelity to Schwab IRA account conversions in 2023

If the accounts were simply "Rolled Over," into the same type of account as they were before, you will not have any tax consequences due to the rollover. You wi...

Cate9

Updated Jul 26, 2023
Re: Calculation of tax due from untaxed Social Security paid in 2023

Those are great links provide in the first response. I encourage you to use those to get an estimate of the taxes you need to pay. You want to keep in mind tha...

Cate9

Updated Jul 26, 2023

Activity Feed for Cate9

Got Cheered for Re: When to take social security. ‎July 29, 2023 7:42 AM
Got Cheered for Re: Stock Dividends. ‎July 28, 2023 8:06 AM
Got Cheered for Re: Stock Dividends. ‎July 27, 2023 3:11 PM
Got Cheered for Re: Inheritance tax. ‎July 26, 2023 5:07 PM
Posted Re: Stock Dividends on Retirement tax questions. ‎July 26, 2023 4:16 PM
Got Cheered for Re: Pension plan payment deductions if I earn too much income.. ‎July 26, 2023 3:04 PM
Posted Re: Social Security Taxes on Retirement tax questions. ‎July 26, 2023 1:28 PM
Got Cheered for Re: Social Security Taxes. ‎July 26, 2023 12:30 PM
Posted Re: Scheduling Retirement on Retirement tax questions. ‎July 26, 2023 12:13 PM
Got Cheered for Re: Fidelity to Schwab IRA account conversions in 2023. ‎July 26, 2023 12:05 PM
Posted Re: Fidelity to Schwab IRA account conversions in 2023 on Retirement tax questions. ‎July 26, 2023 12:01 PM
Got Cheered for Re: Calculation of tax due from untaxed Social Security paid in 2023. ‎July 26, 2023 11:59 AM
Got Cheered for Re: Pros and Cons of doing the "double-dipping". ‎July 26, 2023 11:58 AM
Posted Re: Calculation of tax due from untaxed Social Security paid in 2023 on Retirement tax questions. ‎July 26, 2023 11:52 AM
Posted Re: Pros and Cons of doing the "double-dipping" on Retirement tax questions. ‎July 26, 2023 11:46 AM
Posted Re: Social Security Taxes on Retirement tax questions. ‎July 26, 2023 11:37 AM
Posted Re: Pension plan payment deductions if I earn too much income. on Retirement tax questions. ‎July 26, 2023 11:32 AM
Posted Re: how is social security determined? on Retirement tax questions. ‎July 26, 2023 10:56 AM
Posted Re: Traditional IRA to a Roth on Retirement tax questions. ‎July 26, 2023 10:36 AM
Posted Re: TWICE Inherited IRA on Retirement tax questions. ‎July 26, 2023 10:23 AM

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Date Registered	‎June 28, 2023 9:25 AM
Date Last Visited	‎July 26, 2023 7:43 PM
Total Messages Posted	24
Total Cheers Received	13

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Re: Stock Dividends

Re: Social Security Taxes

Re: Scheduling Retirement

Re: Fidelity to Schwab IRA account conversions in 2023

Re: Calculation of tax due from untaxed Social Security paid in 2023

Do you have a TurboTax Online account?

Re: Stock Dividends

Re: Social Security Taxes

Re: Scheduling Retirement

Re: Fidelity to Schwab IRA account conversions in 2023

Re: Calculation of tax due from untaxed Social Security paid in 2023