Be prepared and make tax preparation a breeze! Imagine how beneficial
and stress-free it would be to not rush around last minute gathering
your tax info. You can begin by making a list of what's changed since
last year and gather your supporting docu...read more
The end of the year is more than just holidays, great food, and family!
It’s also the perfect time to make smart money decisions, take action to
reduce your tax liability and give yourself peace of mind! The following
links are filled with tips and s...read more
See screen shots - I bond interest should not be taxed by states.
However, I am seeing $12 more tax if there is $1K more I-bond interest.
The following screen shots are captured from TurboTax Premier. Is this
an TurboTax bug? or is there extra tax th...read more
itworks2025Posted March 10, 2024
| Latest post an hour ago by
TLee4
Do I need to check any of the following statements when entering stock
donation to a DAF (Donor advised fund) such as Fidelity or Scwab
Charitable considering I make grant recommendations? 1) "I retained
partial ownership on a donation"2) "I attached...read more
shak0000Posted 5 hours ago
| Latest post 2 hours ago by
shak0000
i received taxable income for an in plan roth conversion (from 401k to
Roth) done in April 2024 from plan administrator. My questions are; 1)
When should the taxes on the roth conversion taxable income be paid by
without penalties ?. Is it to be paid...read more
I'm using a legacy product for 2021 and it says "Tell us more about your
new permanent change of station. Box 12 of your W-2 shows an amount
followed by code P. We need to create a Form 3903 to report your
government reimbursement and moving expenses...read more