Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

Related Tax Questions
I am the personal representative and sole beneficiary of my
Second opinion] hi. I am the personal representative and sole beneficiary of my sister's estate. She was not married and had no children. She had a 403(b) retirement account through her employer in Ma… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
30,022 satisfied customers
I inherited an inherited IRA from my mother who passed away
I inherited an inherited IRA from my mother who passed away Jan 2017. My mother had inherited the IRA when her sister passed many years ago. I was one of three beneficiaries along with my brother & si… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
30,022 satisfied customers
I'm pretty sure that I must make a Minimum Retired
I'm pretty sure that I must make a Minimum Retired Distribution from my and my wife's IRA accounts in 2017. How do I find out if that is true and how much? Thanks … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,817 satisfied customers
My wife was listed as executor of her mother's estate. Her
My wife was listed as executor of her mother's estate. Her mother had two joint bank accounts with her son. She had a $200,000 CD in a joint account with right of survivorship with me, her son-in-law.… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
4,994 satisfied customers
Father passed Traditional IRA assets to Mother at death. Mother
Father passed Traditional IRA assets to Mother at death. Mother now passes Traditional IRA assets to her three children at death, and they have established three separate inherited IRA accounts. IRA c… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,512 satisfied customers
Robin D or MyVirtualCPA If one contributes money to IRA and
Robin D or MyVirtualCPA If one contributes money to IRA and roth IRA account while in USA. At age of 60, person is in India and not working. There will be no income tax on Roth IRA earnings from USA t… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,817 satisfied customers
My mother died in 2011. She named her 7 grandchildren as beneficiaries
My mother died in 2011. She named her 7 grandchildren as beneficiaries on her Pension Plan (Money Purchase Pension Plan). She took her RMD in 2011. 3 of the 7 beneficiaries took total distributions in… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
30,022 satisfied customers
In september 2011, I was a non spouse beneficiary of an employee
In september 2011, I was a non spouse beneficiary of an employee ira account valued at about $50,000. I will be 68 in May and would like to put it into some type of fairly secure growth account. I am … read more
Bill
Bill
Master's Degree
2,074 satisfied customers
I turn 70 1/2 in 2012. I have considerable funds in my IRAs
I turn 70 1/2 in 2012. I have considerable funds in my IRAs and want to know if it is legal to try to minimize the tax burden by changing my beneficiary of these IRAs such that I can use "Table III" i… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,512 satisfied customers
My husband and I divorced in 2006, he died in 2010. He left
My husband and I divorced in 2006, he died in 2010. He left one beneficiary, our daughter on a retirement account through his former employer. She and I agree those funds should come to me and not to … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,512 satisfied customers
Spouse is permanently disabled and receives SocSec. Her previous
Spouse is permanently disabled and receives SocSec. Her previous employer 401 plan did not allow us to contribute because of her disability status. We rolled her 401 last year into Vangaurd Traditiona… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,817 satisfied customers
i have a dilemma about how to calculate some IRA minimum distributions Facts 92
i have a dilemma about how to calculate some IRA minimum distributions: Facts: 92 year old husband died March 2010 leaving $500K traditional IRA to wife as IRA sole account beneficiary 80 year old wif… read more
Bill
Bill
Master's Degree
2,074 satisfied customers
I have an Inherited IRA from my mother. It is still in her
I have an Inherited IRA from my mother. It is still in her name and I take yearly distributions from it in the amount required by the Tax charts for lifetime distributions. I was told before that I di… read more
jgordosea
jgordosea
Enrolled Agent
Bachelor's Degree
2,885 satisfied customers
I have two finance questions. 1) I am 59 1/2 and have had a
I have two finance questions. 1) I am 59 1/2 and have had a Roth IRA for 10 years. My wife is listed along with me as owners. Do we both have to be 59 1/2 to withdraw the the entire funds? 2) My wife … read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
My wife and I are both retired, receiving Social Security and
My wife and I are both retired, receiving Social Security and pension income. Additionally, we both have IRA's [stocks, bonds, mutual funds, etc.]. I am withdrawing from my IRA dividends [required] fo… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,512 satisfied customers
i need to fill out fast a app for trustee to trustee form
i need to fill out fast a app for trustee to trustee form rt 637 , i cant get my wifes money till i fill out either lump sum form or what i just wrote on direct trustee to trustee trANSFERS TAXABLE AM… read more
Bill
Bill
Master's Degree
2,074 satisfied customers
I am a pay-on death beneficiary of a savings account.
I am a pay-on death beneficiary of a savings account. If I close the account, will the money be considered additional income to me that I have to pay income taxes on?… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,512 satisfied customers
My wifes mother passed away leaving an IRA account
My wife's mother passed away leaving an IRA account which spedified the estate as bineficiary. As I understand it "the estate" is not a valid bineficiary therefore the account will be split up between… read more
Zhicheng Lai
Zhicheng Lai
Master Degree
426 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,512 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

59 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

18,817 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x