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Open Spousal Roth IRA after Spouse 70 1/2?

Non-working spouse turned 70 1/2 last year (2015) - first Tradition IRA RMD taken accordingly. Working spouse continues...
2 comments posted 10yrs
posted by NotMe
2 comments posted 10yrs posted by NotMe

Child Tax Credit

I support my son and his 3 kids, he has little income. They all live in a house that I own about 5 miles from my reside...
2 comments posted 10yrs
posted by bh2os62
2 comments posted 10yrs posted by bh2os62

Inter-Family Real Estate Sale

Two adult sisters inherited mother's house, following mother's death in 2010. Both sisters are married. At that time, h...
1 comments posted 10yrs
posted by michaelhbratt
1 comments posted 10yrs posted by michaelhbratt

Foreign Taxes Paid On Dividends In Excess of $300

If a single person with foreign taxes paid on dividends equals $310, are you allowed to disregard $10 and claim $300 on...
7 comments posted 10yrs
posted by tempuser
7 comments posted 10yrs posted by tempuser

Fed tax on state refund after marriage

In early 2015 my fiance and I each filed our 2014 taxes individually, as we were not yet married. She took the standard...
1 comments posted 10yrs
posted by renormalize
1 comments posted 10yrs posted by renormalize

Yikes! IRS lien notice. Short time frame?

I am involved with a 501(c)3 nonprofit and "we" (the nonprofit) apparently filed our Form 990 information return about...
2 comments posted 10yrs
posted by RayP
2 comments posted 10yrs posted by RayP

Pub 590-A Appendix B discrepancy

I am between 66 and 70, and collecting Social Security while still working. My employer has a 401(k), and I'm having th...
2 comments posted 10yrs
posted by the_stan_brown
2 comments posted 10yrs posted by the_stan_brown

Foreign Financial Assets

I have several clients who are retirees from the Inter-American Development Bank in Washington, DC. Just this year, the...
1 comments posted 10yrs
posted by michaelhbratt
1 comments posted 10yrs posted by michaelhbratt

1031 exchange when I lived in my rental property

I bought a rental condo in 2013. I lived in one bedroom and rented out the remaining bedrooms. I then got married in 20...
7 comments posted 10yrs
posted by faraz
7 comments posted 10yrs posted by faraz

Conversion to Joint Tenancy

In Texas, which is a community property state, my wife and I generated a document which states that all of our possssio...
5 comments posted 10yrs
posted by MJandB
5 comments posted 10yrs posted by MJandB

H&R Block Deluxe removal of import this year

My sister swears that the Deluxe version of Block software will no longer import from her brokerage as it has done in p...
1 comments posted 10yrs
posted by phillysleuth
1 comments posted 10yrs posted by phillysleuth

Re: 1031 exchange question. Is this illegal?

Re: 1031 exchange question. Is this illegal? *********************************************** We would like to sell a re...
5 comments posted 10yrs
posted by ritagoldman101
5 comments posted 10yrs posted by ritagoldman101

Several IRAs RMD

I have several IRAs and now have to start taking rmds. The IRS says to figure the rmd for each one and I can add them t...
2 comments posted 10yrs
posted by newddx
2 comments posted 10yrs posted by newddx

Step-up in basis of community property

My wife and I live in a community property state and all our assets are community property. If my wife dies when I have...
9 comments posted 10yrs
posted by aloracjones
9 comments posted 10yrs posted by aloracjones