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Social Security benefits timing

Next year I'll start receiving Social Security benefits. They are paid a month in arrears, so that the benefit for Dece...
4 comments posted 7yrs
posted by the_stan_brown
4 comments posted 7yrs posted by the_stan_brown

RMD compliance questions

I turned 70 1/2 earlier this year (2018). I have a self-directed IRA worth about $300 as of 12/31/2017. I have a TDA (4...
12 comments posted 7yrs
posted by LenJP
12 comments posted 7yrs posted by LenJP

Amending 2015 thru 2017 - any order?

If one may need to amend both Fed and State for 2015, 2016, and 2017, is there any reason to amend the years in any part...
2 comments posted 7yrs
posted by pg
2 comments posted 7yrs posted by pg

Downloading 1099-B Information

I use HR Block software. My investment advisors changed brokers this year to Interactive Brokers. Last year, HR Block s...
5 comments posted 7yrs
posted by pg
5 comments posted 7yrs posted by pg

Wash Sale and IRA question

I have the same mutual fund in my joint taxable account as my wife has in her 401K. I have about $20K in losses in my t...
17 comments posted 7yrs
posted by jms2l
17 comments posted 7yrs posted by jms2l

Geezer HSA

I have HSAs with a fair amount of money in them. I understand that when I turn 65 next year, I can't make any more cont...
5 comments posted 7yrs
posted by johnl
5 comments posted 7yrs posted by johnl

Charitable Deductions

I am confused, with the recent tax law changes. I am well aware, that the so called SALT deductions will be limited. I...
3 comments posted 7yrs
posted by dave
3 comments posted 7yrs posted by dave

Big distribution by mutual fund company in Dec

I am hit with $20000 distribution by Fidelity. How do I pay tax on that. on W2 I don't pay estimated taxes my W2 takes...
20 comments posted 7yrs
posted by purirb123
20 comments posted 7yrs posted by purirb123

Multiple W-2Gs

Can multiple W2Gs from same casino but different, dates, slot machines be added up and submitted in "total" like some st...
1 comments posted 7yrs
posted by bh2os62
1 comments posted 7yrs posted by bh2os62

NYS tax, itemized versus standard deduction

Instructions for IT-201 say that if we use Federal standard deduction we must use New York standard deduction. This yea...
1 comments posted 7yrs
posted by the_stan_brown
1 comments posted 7yrs posted by the_stan_brown

Depreciation

I was the previous owner of a Pet supply business which I sold on 12/31/2017. However, I still own the building and am...
5 comments posted 7yrs
posted by geoanthony0125
5 comments posted 7yrs posted by geoanthony0125