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1

You are not going to sell every month with a loss (otherwise, you should change your strategy, maybe). The wash sale losses reduce future gain, but sooner or later, you will sell with a gain, and the taxable gain will be smaller (by the amount of the wash sale losses). Alternatively, you could just wait 31 days instead of 30, and be outside of the wash sale ...


5

In addition to other answers: you do not have to pay for medical service in full in one lump sum. Often medical service providers agree on an interest-free installment plan with small monthly payments. And you can pay the installments from your HSA while pumping funds in there every paycheck. There is a yearly limit to how much one can contribute into HSA. ...


3

You should check with your employer to see if contibuting evenly through the year would maximize the employer match to your contribution. If that is the case, next year then you will have both reduced your taxable income and gotten a little bit more from the employer match. The first reply post sounds right, check your contribution limit maximums. Another ...


21

There's an annual contribution limit, for 2019 it is $3,500 single/$7,000 family. Otherwise, it's fine to match future contributions to prior or planned qualifying expenses so long as the account was established before the expenses were incurred. There is no deadline for reimbursement, so if you have the procedure done now and pay out of pocket, you can ...


3

You need to obey whatever your accountant gave you for written advice. If you lost it, ask him for a copy of it. Why? When you retain a tax professional, and seek and follow her advice, then any penalties which arise out of following that advice are waived by the IRS. IRS nasty-grams are one of two things: Andover being Andover. Doesn't mean they ...


2

I called the IRS, reached the trust division, and was told that this is just one situation where no form applies. I was instructed to write a letter requesting the re-issue, and include proof of the name of the successor trust. I was told not to use form 1310. Please note my bank's policy prohibits depositing checks made to the name of the decedent. A ...


1

... as an independent contractor ... working from home I am not US Citizen and my country has no tax treaty with USA. I currently live outside USA and I do not plan to travel in near future. Does IRS require the 30% ... No. If you as a nonresident alien are paid (by a US entity) for services performed outside the US, the income is not US '...


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