brian-perrigino
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Thanks. I was coming to the same conclusion but its great to get the affirmation.Brian
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Thank you for your answer.You reference the 1040X worksheet but I am only amending my NY state return and it doesn't sow the A/B/C Columns on the form IT-201X p...
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Related to above.... when I choose file an amended return, the Federal refund amount resets to 0 (which I believe is correct) but the NY one does not. I'm not s...
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Thank you. I was just looking to be sure I was understanding it correctly. Your explanation was great.Brian
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Thank you. I actually closed the small IRA in 2026 figuring I'd just use up the full cost basis when I file next year but I guess I'll have some small cost basi...
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- Got Cheered for Re: I converted my 401K to an IRA and then moved the IRA a different broker. The transactions were done electronically and completed in a week. Do I need to report these? Tx. February 2, 2025 10:57 AM
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- Posted I converted my 401K to an IRA and then moved the IRA a different broker. The transactions were done electronically and completed in a week. Do I need to report these? Tx on Retirement tax questions. February 1, 2025 4:45 PM