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Roth IRA Basis

Years ago (2000 and 2001) I contributed a total of $4000 to a contribution Roth IRA ($2000 in each year). The contribut...
10 comments posted 8yrs
posted by rick
10 comments posted 8yrs posted by rick

401k to IRA

As I understand it, I can donate by QCD from an IRA but not a 401K. With the new tax law the QCD path because much more...
3 comments posted 8yrs
posted by marcslists
3 comments posted 8yrs posted by marcslists

Qualifying Relative

Hi all - When determining if someone is a qualifying relative so that someone can claim to be head of household, one of...
1 comments posted 8yrs
posted by spamtrap
1 comments posted 8yrs posted by spamtrap

403b and an IRA?

My son is finally getting benefits. His employer will put $2800 in a 403b; maybe it is a match, but he thinks they just...
1 comments posted 8yrs
posted by wade
1 comments posted 8yrs posted by wade

What if ex-employee does not receive W-2?

What if an ex-employee does not receive W-2 that is mailed out to the ex-employee? If an employer mails out a W-2 to an...
2 comments posted 8yrs
posted by gloriahiltz
2 comments posted 8yrs posted by gloriahiltz

Orthopedic Shoe Inserts

Are shoe inserts, prescribed by an orthopedist, a deductible medical expense? I see crutches are deductible, but what ab...
1 comments posted 8yrs
posted by larry.israel100
1 comments posted 8yrs posted by larry.israel100

W2 shows all activity

I sold RSUs and ESPP shares in my company this year (it was all held for over 2 years for ESSP shares and 1 year for RS...
1 comments posted 8yrs
posted by cptvorpal
1 comments posted 8yrs posted by cptvorpal

Effectively Connected Income

Hi All - If a non-citizen non-resident is granted stock options, is capital gain from the sale of that stock considered...
5 comments posted 8yrs
posted by spamtrap
5 comments posted 8yrs posted by spamtrap

Social Security Income Limits

Both my wife and I are nearing age 66, but we have yet to apply to receive SS. I have a real basic question; though I a...
6 comments posted 8yrs
posted by dave
6 comments posted 8yrs posted by dave

IRS Sales Tax deduction Calculator

For the IRS Sales Tax deduction calculator, it says to use your AGI for the income range and to add in any non-taxable...
3 comments posted 8yrs
posted by rick
3 comments posted 8yrs posted by rick

Tax implications? Settlement in lieu of suit

I need to be a bit vague and hypothetical about this one. Suppose the following: (1) A New York State resident and his...
1 comments posted 8yrs
posted by the_stan_brown
1 comments posted 8yrs posted by the_stan_brown