Tax

Connect one-on-one with {0} who will answer your question

Related Tax Questions
I am the Adm. over my dad's estate and my brother is a C
I am the Adm. over my dad's estate and my brother is a C Adm. Per the courts i NY I was to get an EIN which did happen but we never got the monies owed. We recently visited NY to update the Adm. pare … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
16,855 satisfied customers
I have an IRA with. I have a 401k profit sharing account
I have an IRA with ***** *****. I have a 401k profit sharing account with Meadowbrook TPA/Ameritrust which is where I last worked. I left this company Dec 2017 due to company buyout and my department … read more
Tax.appeal.168
Tax.appeal.168
Principal
6,609 satisfied customers
I left my previous employer in April of this year. I had
I left my previous employer in April of this year. I had about 1k in my 401k from them. Yesterday, Sunday, I was thinking hey we need the money and that employer won't contribute anymore so I'll withd… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
17,888 satisfied customers
I turned 70 years old on May 31st and I have an IRA. I want
Hi, I turned 70 years old on May 31st and I have an IRA. I want to know if it is better to wait until November to withdraw my minimum required amount? I have received 3 different answers from JP Morga… read more
Alexander Efros
Alexander Efros
Financial Planner/Tax Specialist
Masters of Business Administration (MBA)
949 satisfied customers
I did a rollover from the 401k to the IRA for 50k. I purpose
I did a rollover from the 401k to the IRA for 50k. I purpose to withdraw another 50k from the 401k to pay the first 50k back within 60 days. Thus giving myself 120 days to complete a transaction.… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,426 satisfied customers
Im curious about the rules Roth conversion account--I
Im curious about the rules for a Roth conversion account--I converted from a traditional IRA 3 years ago to a Roth. I'm 60 yrs old and want to withdraw the dividends that are generated in 2016. A co-w… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
4,346 satisfied customers
I am 51 years old, soon to be 52 in Oct. I have an IRA with
I am 51 years old, soon to be 52 in Oct. I have an IRA with $135,149.95 in it as of today. My husband and I are in high debt, and we cannot file Chapter 7 because I am on my mother's accounts since sh… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
16,855 satisfied customers
A dear friend (age 53) is currently unemployed and his unemployment
A dear friend (age 53) is currently unemployed and his unemployment compensation has expired. He has sold off all liquid assets - motor cycle, car, jewelry - and is quickly running out of money. He ha… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
4,346 satisfied customers
I was employed with a company for 25 years and was terminated
I was employed with a company for 25 years and was terminated 8/25/10 and had a 401(k). Due to medical issues, I was unable to work after that, could not receive unemployment benefits and applied for … read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
I will receive a mediation settlement from Morgan Stanley on
I will receive a mediation settlement from Morgan Stanley on losses that were sustained in my IRA in 2008. Can I redeposit the settlement funds in my IRA? If not, how should it be handled? I am 73 yrs… read more
Mark D
Mark D
Enrolled Agent
Master's Degree
1,338 satisfied customers
I inherited a Roth IRA from my aunt in 2009 along with my brother
I inherited a Roth IRA from my aunt in 2009 along with my brother and sister. The account was held at Morgan Stanley. We opened inherited Roth IRAs at Morgan Stanley and each had our third of my aunt'… read more
Bill
Bill
Master's Degree
3,157 satisfied customers
My father has between 50 & 80 thousand in cds. No other heirs.
My father has between 50 & 80 thousand in cd's. No other heirs. Simple will. He told me I get everything, except 1000 to 2 other people. How much will inheritance tax be? Is there anything that we sho… read more
Bill
Bill
Master's Degree
3,157 satisfied customers
I have a client who sold a house in Ohio and is exempt from
I have a client who sold a house in Ohio and is exempt from any taxes so I will not show anything on capital gains or loss. The problem is he drew out all his health savings of 29000. and another for … read more
Bill
Bill
Master's Degree
3,157 satisfied customers
I withdrew $21,900 from an IRA acct. last Sept. and deposited
I withdrew $21,900 from an IRA acct. last Sept. and deposited it into a 6 mo CD without indicating it was a rollover IRA. (I am 69 yrs old). What should I do, if there is anything I can do, to avoid h… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
The ROTH IR rules say that earnings can be with drawn penatly
The ROTH IR rules say that earnings can be with drawn penatly free over age 591/2 and at least five years after depositing in a ROTH IRA. Two questions- 1. I am 60 years old. I have ROTH IRA that is o… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
32,040 satisfied customers
Resident of CA currently. Will move to NH and become ...
Resident of CA currently. Will move to NH and become resident of NH Sept 1st. If i do an early withdrawal of money from IRA before Sept 1st much tax would i have to pay what about if i made an early w… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
I want to roll over a qualified deferred annuity that is ...
I want to roll over a qualified deferred annuity that is maturing to an IRA with a local credit union. Can I cash out the annuity and receive a check in my name with the intention of depositing that c… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
Uninformed decison leads to bad tax consequence with an annuity
My agent told me that I could withdraw 10% of my annuity each year without any penalty. LAst MArch (2004) I needed the cash to pay my 2003 Income tax bill so I withdrew the 10%. This year I received a… read more
Christopher Phelps
Christopher Phelps
Sole Practitioner
Master Degree
1,180 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:

Robin D.

Robin D.

Senior Accountant

17,620 satisfied customers

15 years as a Senior Accountant and Divisional Leader at H&R Block

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

4,937 satisfied customers

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

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

261 satisfied customers

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

Megan C

Megan C

Certified Public Accountant (CPA)

8,659 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