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I turned 701/2 in October. If I take my minimum withdrawal
I turned 701/2 in October. If I take my minimum withdrawal before the first of the year, do withdrawals taken after the first of the year count toward my 2018 or 2019 taxes. I'm asking this be cause, … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
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1-Turning 65 next year planning to take social security
Good Evening1-Turning 65 next year planning to take social security benefits and stop withdrawing from my IRA. Would that be a good idea to stop the IRA withdrawals since 85% of my SS benefits receive… read more
Lev
Lev
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MY HUSBAND HAS AN IRA FOR .335,585.87. HE TURNED 71 NOVEMBER
MY HUSBAND HAS AN IRA FOR .335,585.87. HE TURNED 71 NOVEMBER 24, 2017..WE DID NOT KNOW THAT WE WERE TO BEGIN TO TAKE OUT WITH RMD AT AGE 70 1/2. WHAT DO WE DO HOW DO WE START AND WHAT PENALITIES DO WE… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
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I just turned 70 years old, and I now have to start taking
I just turned 70 years old, and I now have to start taking mandatory withdrawals from my IRA and 401K accounts. The rules state that this starts when I reach 70-1/2. If I take money out at the beginni… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
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401 k with walmart, well my wife died in august I am the
well my wife died in august I am the beneficary I have 60 days to decide what to do … read more
Robin D.
Robin D.
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Vocational, Technical or Trade School
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Do I have to take money out of my IRA by a certain age?
If I have money in an IRA, do I have to take some out by a certain age? It is invested in an insurance company. I am turning 72 in December, and my husband read that you must take some out before that… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,807 satisfied customers
I was 70 1/2 years old in August 2015. I am still working.
I was 70 1/2 years old in August 2015. I am still working. Every year I make the maximum contribution to an IRA. I hear that I need to start taking distributions soon. When do I need to do that? What … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I MOVED TO NY from NJ in 2013 and in 2014 lived in NY. But
I MOVED TO NY from NJ in 2013 and in 2014 lived in NY molst of the time. But i still have a house partially rented in NJ that i own and bunch of biklls still come to that address and i spent some amou… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,807 satisfied customers
My Mother is 72 years old and still working very part time
My Mother is 72 years old and still working very part time for the company she had worked for 25 years. She is still having 401K taken out of her pay. Does she need to take an RMD or can she wait unti… read more
Lev
Lev
Tax Advisor
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Married couple lives in California -- one has a salary from
Married couple lives in California -- one has a salary from a University in New York State -- no work is performed for the salary -- if no withholding has occurred to which state should state income t… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
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Is there any specific time frame from which a person MUST take
Is there any specific time frame from which a person MUST take distributions from a Non-Qualified deferred Comp Plan? Put another way Is a non qualified deferred comp plan subject to any RMD calculati… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
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I will turn 70 in Februay. I am currently invested in a 401
I will turn 70 in Februay. I am currently invested in a 401 k plan with my empolyer. Is it mandatory to start taking money from my 401 k in February? If I rollover my 401 k to a money market or IRA do… read more
Lev
Lev
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I did a 401k rollover to an IRA Account at my stock brorkerage
I did a 401k rollover to an IRA Account at my stock brorkerage company several years ago. I controlled my investments and lost just about everything in the IRA account. Do I still have to show withhdr… read more
Lev
Lev
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I am a New York State resident who is 66 years old and who
I am a New York State resident who is 66 years old and who started receiving Social Security in march of 2010. I have been unemployed since December 31, 2008. In doing my 2009 taxes, I was stunned to … read more
Robin D.
Robin D.
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I Retired from the Post Office in July 2006 at 63. I just turned
I Retired from the Post Office in July 2006 at 63. I just turned 67 in March of this year. I have money in the Thrift Savings Plan (TSP) and I missed the deadline of withdrawing money by April 1 the y… read more
Bill
Bill
Master's Degree
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I am enrolled in an TSA at my work...I have mandatory on call
I am enrolled in an TSA at my work...I have mandatory on call pay which is can be as much as 20,000.00 dollars a year...I just found out the my work says they decided that they are not taking any mone… read more
Bill
Bill
Master's Degree
3,132 satisfied customers
I have a new york state tax question. I took a new job in NYC
I have a new york state tax question. I took a new job in NYC starting 11/19/07. I live in Ma. and my primary residence is still in ma where my wife still works and lives. I spend all my free time and… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
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Hello. I was an intern working in New York City in 2002, 2003
Hello. I was an intern working in New York City in 2002, 2003 and 2004. Paid by a company out of Delawere. I just received two notices from the New York State Dept. of Revenue saying I owe $3,000+ and… read more
Ed Johnson
Ed Johnson
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