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Do I need to pay taxes in Oregon for an IRA earned and paid
Do I need to pay taxes in Oregon for an IRA earned and paid in California. I took $315/month. For a year when I lived in Oregon … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
55,898 satisfied customers
I was just wondering I am disabled and I took out a lump sum
Hi I was just wondering I am disabled and I took out a lump sum from my retirement from my former employer. The amount was 4852 and federal tax twithheld wr … read more
Barbara
Barbara
Enrolled Agent, Paralegal
20,369 satisfied customers
I had a question about 401k. Springfield, mass. I am 27. No
I had a question about 401k JA: The Accountant can help. Where are you currently located? Customer: Springfield, mass JA: How old are you? Do you have any dependents? Customer: I am 27. No dependents … read more
Barbara
Barbara
Enrolled Agent, Paralegal
20,369 satisfied customers
My wife received an insurance company death benefit lump sum
My wife received an insurance company death benefit lump sum annuity check on 12/30/19 that was dated 12/17/19 and has yet to be cashed. Do we need to pay taxes for this on our 2019 tax return and if … read more
Rick
Rick
MBA
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I am retiring from my job of 38 years due to health issues.
I am retiring from my job of 38 years due to health issues. I do not have longevity on my side. Taking partial lump sum. and rest into an income annuity. I understand in the state of Oregon, lump sum … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
55,898 satisfied customers
I have a question related to pensions. I have a client who
Roger, I have a question related to pensions. I have a client who works in another country and has a separation agreement with his spouse, but does not appear to be "divorced." Do you know what the ru… read more
taxmanrog
taxmanrog
Master's Degree
2,202 satisfied customers
I am a UK citizen, 68 years old and resident in the UK. For
Hi. I am a UK citizen, 68 years old and resident in the UK. For the period 1998 to 2002 I lived and worked in the US as a resident alien (green card). I paid into three 401k pension schemes set up by … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
55,898 satisfied customers
I recently paid my former spouse about $24k as a lump sum
I recently paid my former spouse about $24k as a lump sum from my Federal CSRS retirement.This was mandated in a QRDO in our 1989 divorce settlement.Since OPM paid me that $24k this tax year and since… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
55,898 satisfied customers
I work with a company in FLorida here in Oregon. I am their
I work with a company in FLorida here in Oregon. I am their consultant. Do I have to pay state tax in regon? Oregon … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
23,416 satisfied customers
We red an employee a paid m a lump sum of $3,000 to Florida.
Hello, We hired an employee a paid him a lump sum of $3,000 for relocation to Florida. At the time of this payment, his address was still listed as Oregon as he hadn't yet departed. Because of this, $… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
55,898 satisfied customers
I am a UK citizen wanting to take a lump sum distribution from
I am a UK citizen wanting to take a lump sum distribution from a US IRA account. I am currently living in UK and have been instructed to fill out a W-8BEN. I understand there is a US-UK tax treaty in … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
23,416 satisfied customers
Hi I am a non resident alien based in the UK. I have inherited a deferred compensation acc
Hi I am a non resident alien based in the UK. I have inherited a deferred compensation account in the US from my recently deceased aunt. The bank that holds the account has asked me to fill in a W-8Be… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
55,898 satisfied customers
recently cashed out pension fund before 59 years old. pension
recently cashed out pension fund before 59 years old. pension fund lump sum amount approximately $44,000.00. employer took out the federal withholding 20% and the california state withholding giving a… read more
jgordosea
jgordosea
Enrolled Agent
Bachelor's Degree
2,885 satisfied customers
Hi I have had an e-mail regarding the inherited 401k. I have
Hi I have had an e-mail regarding the inherited 401k. I have been advised that I can take periodic payments and withdraw all funds within 5 years or can take it over my life expectancy. They have now … read more
YourTaxDefender
YourTaxDefender
Licensed Tax Professional
8 satisfied customers
I am getting divorced. An agreement was reached at mediation
I am getting divorced. An agreement was reached at mediation the gist of which reads: As further equitable distribution of the parties assets and as a lump sum alimony to wife, husband agrees to pay t… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
23,416 satisfied customers
I have taken over the household finances. We just moved from
I have taken over the household finances. We just moved from California to Oregon. Our income consists of: Military retirement from former spouse Retirement from Merced County California Social Securi… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
55,898 satisfied customers
When I became divorced I received an account through PERS retirement
When I became divorced I received an account through PERS retirement of Oregon, spouses account was split and I was given my own account. Was told it would gain interest for 5 years and then I had sev… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
55,898 satisfied customers
Can you please tell me what the Mississippi state income ...
Can you please tell me what the Mississippi state income tax withholding policy is on lump sum distributions from qualified retirement plans (for both retirees and terminees)? (No one in the Mississip… read more
jgordosea
jgordosea
Enrolled Agent
Bachelor's Degree
2,885 satisfied customers
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