Taxes General Forum

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HSA and exchanges

I can't find any policies on my state exchange that specifically say they are HSA-eligible. Is there something to the p...
4 comments posted 12yrs
posted by kurtullman
4 comments posted 12yrs posted by kurtullman

Calculating IRA rmd

I have a IRA, and my sister is the named beneficiary. Next year I will be 70 so I've been investigating the RMD calcula...
2 comments posted 12yrs
posted by phillysleuth
2 comments posted 12yrs posted by phillysleuth

new young widow - joint acct logistics

Following along in this family saga.... my wife's sister's husband was recently killed in a car crash. Wondering about...
7 comments posted 12yrs
posted by pschuman_no5pam_m3
7 comments posted 12yrs posted by pschuman_no5pam_m3

Charitable Donations In Foreign Countries

Hi, We live in Latin America, Costa Rica & Ecuador. Here, there are no shortage of worthwhile causes to which to donate...
7 comments posted 12yrs
posted by garyjbrown123
7 comments posted 12yrs posted by garyjbrown123

Net Invetment Income tax and the AMT

Am I correct in thinking that those taxpayers who will be paying the Net Investment Income tax (3.8% to pay to pay for...
3 comments posted 12yrs
posted by PicoRico
3 comments posted 12yrs posted by PicoRico

ACA question

We are a small business, fewer than 10 full time equivalent employees incorporated in New York with employees who want...
1 comments posted 12yrs
posted by gripdeveloper
1 comments posted 12yrs posted by gripdeveloper

Question about wash transactions...

Would selling one index fund and then buying a similar index fund be considered a wash transaction?
5 comments posted 12yrs
posted by *
5 comments posted 12yrs posted by *

401(k) mandatory withholding?

As I understand it, any withdrawal from a 401(k) requires a 20% Federal tax withholding. And if one separates from thei...
3 comments posted 12yrs
posted by JoeTaxpayer
3 comments posted 12yrs posted by JoeTaxpayer

1099 from the sale of inherated property

We just received an updated 1099 for property that was sold as part of a parent's estate in TY 2012 My understanding wa...
2 comments posted 12yrs
posted by me
2 comments posted 12yrs posted by me

How do I take this loss?

I am aware I am foolish; it will not be helpful to tell me that... 13 years ago I lent a company $100,000. They gave me...
4 comments posted 12yrs
posted by *
4 comments posted 12yrs posted by *

Partial annuity redemptions

Annuity contract purchased in 1999, cousin would like to make a partial redemption. Approximately 1/3 of total value. Ho...
3 comments posted 12yrs
posted by bh2os62
3 comments posted 12yrs posted by bh2os62