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My son cashed a retirement savings plan to be used to
My son cashed a retirement savings plan to be used to purchase first home. He received a 1099-R form with a distribution code of 1 in box 7. He was advised that cashing this purpose was exempt from 10… read more
Barbara
Barbara
Enrolled Agent
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I have question about my money in mutual fund account. I am
I have question about my money in mutual fund account.I am about to withdraw 200,000 (to buy a home with cash) and am trying to minimize tax conserquence.So I went to Vanguard site and elected "Specif… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,747 satisfied customers
I sold stock from an espp and immediately put it into a
i sold stock from an espp and immediately put it into a traditional ira account, do i have to claim that in my taxes … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,747 satisfied customers
Would like to open a roth ira for my early 20 something son
would like to open a roth ira for my early 20 something son and need advice. I would like something easy to contribute to and doesnt have a lot of fee's like a management fee AND a transcation fee AND… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,747 satisfied customers
I have an S-Corp with a solo 401(k). I'm (an employee)
I have an S-Corp with a solo 401(k). I'm (an employee) considering doing a distribution (not loan) from the 401k. I understand the S-Corp is required to withhold 20% federal withholding tax for this d… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,747 satisfied customers
I have a client who received a 1099-R form disbursement from
I have a client who received a 1099-R form for a disbursement from her 401-K. The 1099-R indicates the gross distribution in box 1 was completely taxable in box 2. Monies were withheld in box 4 so my … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I have a question about how to file 1099- proceeds. I'm
I have a question about how to file 1099-B proceeds. I'm doing a bunch of back taxes and I requested and received a list of 1099-b proceeds that I received in 2010 and 2011. I don't have the original … read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
3,315 satisfied customers
Lane...my husband and I were wondering whether you prepared
Lane...my husband and I were wondering whether you prepared tax returns for any clients or do you mainly provide advice, etc?… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,747 satisfied customers
I need help with a question about pensions. I am a clergy
I need help with a question about pensions. I am a clergy person with a small church (1 employee). The church contributes to a SEP for me. Last year I also did consulting work, and made about 50K. My … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
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I'm 39 ears old. My company matches up to 6%. How much of
I'm 39 ears old. My company matches up to 6%. How much of my salary should I contribute to 401k? Should I look into other things like Bonds? How about the stock market? Is there a good site you recomm… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,747 satisfied customers
I am a sole proprietor and have one full-time employee. I would
I am a sole proprietor and have one full-time employee. I would like to open a SEP IRA for 2011. I am submitting my final tax payment by 10/15/2012. My understanding from my broker dealer is that I ca… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
27,906 satisfied customers
I am a non spousal beneficiary of a 403b annuity which had
I am a non spousal beneficiary of a 403b annuity which had been paying out for a few years to the deceased and have a choice of taking monthly payments until 2023 or a lump sum. I set up a beneficiary… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
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Being that times are very difficult at this point in time with
Being that times are very difficult at this point in time with the economy and so forth, is it wise for one to begin insurance, investments, retirement, or whatever with companies like XXXXX XXXXX, SP… read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
My inquiry is in regards XXXXX XXXXX gains and losses for the
My inquiry is in regards XXXXX XXXXX gains and losses for the year 2009. I became disabled in December 2007 and found it necessary to sell off my "T. Rowe Price Retirement 2020" account to survive whi… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
6,646 satisfied customers
I recently received money from a Trust Account, after cashing
I recently received money from a Trust Account, after cashing in stocks, deposited therein. How long a period of time do I have to "Roll-Over" this money into a different Tax- Free vehicle without inc… read more
William Ellis, CPA
William Ellis, CPA
Master's Degree
241 satisfied customers
My wife and I are 57 and 58 years old. We work for a public
My wife and I are 57 and 58 years old. We work for a public school system and had 403(b)(7) accounts which the district terminated due to the hassle and cost of new IRS 403(b) administrative rules whi… read more
Gerri A Harrison CFP EA
Gerri A Harrison CFP EA
Financial advisor/Tax preparer
Bachelor's Degree
252 satisfied customers
I have my IRA account at Vanguard invested in several funds.
I have my IRA account at Vanguard invested in several funds. I have converted money over the past few years to a Roth IRA account at Vanguard into several funds. I made a Roth IRA conversion on 01/15/… read more
Lou
Lou
High School or GED
272 satisfied customers
i had 4 trades in 2006 from ESPP for stock purchased since
Will send spreadsheet to person who is CPA and has clear response - how to enter precisely on form.. i had 4 trades in 2006 from ESPP for stock purchased since 04. I need to record 4 rows presumably o… read more
RD
RD
Self Employed
Master's Degree
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