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Second Opinion: have a mutual fund that made high capital
Second Opinion: have a mutual fund that made high capital gain distribution this year and between that and the dividends, I'm disqualified from Earned income credit! Any way to help that? The dividend… read more
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I just inherited an Individual TOD investment account. If I cash it out, will that money count as income for tax purposes? … read more
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I want to buy a car with my TOD account at ***** *****. I need to know if it's better to withdraw the full amount or just partial and have a monthly payment. Will I pay income tax on what I withdraw? … read more
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I am an American citizen living in Mexico. My partner (we
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My mother just passed away - she had two mutual funds in her survivors trust that were placed there upon my dads death. I believe the stepped up basis was his date of death, October 2010. But now that… read more
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Does a non U.S. citizen who does not live in the U.S. leaves
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My husband filed for divorce 19 APR 2011. The divorce is set
My husband filed for divorce 19 APR 2011. The divorce is set to be finalized in May. Per mediation, all finances were split 60/40, in my favor. Last Saturday, I filed taxes through H&R Block, "married… read more
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I am the executor of my mothers estate. She passed on Jan.
I am the executor of my mother's estate. She passed on Jan. 7, 2010. She had a mutual fund which reported ordinary dividends of $2,172 and Qualified dividends of $449.97. The fund was split 3 ways bet… read more
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I am considering making someone a beneficiary on my transferable
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my spouse received an amount of money after her fathers death
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I am 75 years old ,my wife is 72 we are not allowed to make
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What is the downside to placing assets of ones ...
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My mother passed away recently with permanent residence in ...
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My friend died and left me an TOD account that ...
My friend died and left me an "TOD"account that included mutual funds and securities. How much in taxes will I pay on the account. No federal income tax was paid on it for 2006.… read more
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My mother died last year and my sisters and I split the balance of her estate, mutual funds and life insurance policies. The bulk of the monies went into a TOD account at AGEdwards where I have my oth… read more
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