apergoli
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I have this same situation but my discounts are significantly greater. Apparently, this discount is counted as interest rather than a capital gain per this resp...
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Thanks... I don't qualify as a public safety officer although I am pretty careful. The instructions regarding pensions simplified method worksheet points to a ...
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Thanks...When I look this up in the 1040 instructions I see I can recoup this money a little sooner than 40 years if I adjust my taxable amount. I save a bit th...
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How is this handled on the federal 1040? Is it the difference between block 1 (Gross distribution) and block 2a (Taxable amount)? This must mean that the amount...
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Thanks for your help...glad I asked....
Activity Feed for apergoli
- Posted Re: Market discount is the difference between what you paid f... on Investors & landlords. February 22, 2025 6:35 AM
- Cheered Re: Military Pension or Survivors benefit for TomK2023. March 8, 2024 10:19 AM
- Posted Military Pension or Survivors benefit on Retirement tax questions. March 8, 2024 9:38 AM
- Cheered Re: For NJ, I need to fill out the Three-Year Rule Method. I know the "Annuity Cost (basis)" is '... for DawnC. March 8, 2024 8:39 AM
- Posted where do I find my old posts on State tax filing. March 8, 2024 8:32 AM
- Posted Re: For NJ, I need to fill out the Three-Year Rule Method. I know the "Annuity Cost (basis)" is 'Total employee contributions.' What is the "Cost Recovered in Prior Years"? on Retirement tax questions. March 7, 2024 2:14 PM
- Posted Re: For NJ, I need to fill out the Three-Year Rule Method. I know the "Annuity Cost (basis)" is 'Total employee contributions.' What is the "Cost Recovered in Prior Years"? on Retirement tax questions. March 7, 2024 4:36 AM
- Posted Re: For NJ, I need to fill out the Three-Year Rule Method. I know the "Annuity Cost (basis)" is 'Total employee contributions.' What is the "Cost Recovered in Prior Years"? on Retirement tax questions. March 6, 2024 7:34 PM
- Posted Re: For NJ, I need to fill out the Three-Year Rule Method. I know the "Annuity Cost (basis)" is 'Total employee contributions.' What is the "Cost Recovered in Prior Years"? on Retirement tax questions. March 6, 2024 5:32 PM
- Posted Re: For NJ, I need to fill out the Three-Year Rule Method. I know the "Annuity Cost (basis)" is 'Total employee contributions.' What is the "Cost Recovered in Prior Years"? on Retirement tax questions. March 6, 2024 12:33 PM
- Posted Re: For NJ, I need to fill out the Three-Year Rule Method. I know the "Annuity Cost (basis)" is 'Total employee contributions.' What is the "Cost Recovered in Prior Years"? on Retirement tax questions. March 6, 2024 5:57 AM