Taxes General Forum

  1. Home
  2. Taxes General Forum
10141 Threads Posts
to

2022 and 2023 Federal tax numbers

A year ago, a friend pointed me to the "2021 Annual Limits Relating to Financial Planning". It's a two-page chart with...
2 comments posted 3yrs
posted by the_stan_brown
2 comments posted 3yrs posted by the_stan_brown

Extraordinary Dividends in a Trust

Has anyone had occasion to deal with an "extraordinary dividend" received by a Trust? Specifically, I'm looking at IRC...
3 comments posted 3yrs
posted by cantor2
3 comments posted 3yrs posted by cantor2

Dependent - No SS#

I got a question from someone who is in the US but from abroad. He has a Social security Number, but wasn't aware one w...
5 comments posted 3yrs
posted by spamtrap
5 comments posted 3yrs posted by spamtrap

SECURE ACT strange provision

I noticed this: >>>>>>>>>>>>>>>>>>>>>>>>>>> ...starting in 2024, RMDs will no longer be required from Roth accounts aff...
2 comments posted 3yrs
posted by moo
2 comments posted 3yrs posted by moo

2022 California state tax numbers

Offered to save time for other California taxpayers -- Calif. tax rate schedules, standard deduction, exemption credit,...
2 comments posted 3yrs
posted by the_stan_brown
2 comments posted 3yrs posted by the_stan_brown

Tax-Harvesting an Equities Loss Within an IRA

Early in the year, I bought $15,000 of shares in a mutual fund within a IRA account. At year end, they're worth only $1...
4 comments posted 3yrs
posted by wade
4 comments posted 3yrs posted by wade

withholding issue for 2023

I am a retired teacher. Income comes from investments (divds/interest), SS, pension, and IRAs (RMDs). For my pension, I...
1 comments posted 3yrs
posted by moo
1 comments posted 3yrs posted by moo

Is everything ok ??

I have not seen any new posts in this newsgroup for a couple of weeks. Just checking to see if everything is ok. I am u...
7 comments posted 3yrs
posted by chtax
7 comments posted 3yrs posted by chtax

Health insurance questions

Hi, I retired in February 2022. My spouse is self employed (schedule C) as a real estate agent. We used COBRA to contin...
2 comments posted 3yrs
posted by way222
2 comments posted 3yrs posted by way222

closing costs of 1031 exchange and Form 8824

I did a forward 1031 exchange (of real estate), all during 2022 and meeting the various deadlines. I am trying to fill...
2 comments posted 3yrs
posted by johngeyles
2 comments posted 3yrs posted by johngeyles

Spread out income vs lump payment

I have some land that has trees on it. Someone is going to "lease" the land for the carbon credits. They want to pay fo...
1 comments posted 3yrs
posted by tydeman.consulting
1 comments posted 3yrs posted by tydeman.consulting