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user106227
  • Member for 1 year, 5 months
  • Last seen more than a month ago
7 votes
Accepted

How to rebalance a portfolio in a taxable account

3 votes

With tax-free earnings, isn't Roth 401(k) almost always better than 401(k) pre-tax for a young person?

3 votes
Accepted

What tax forms have to filed when doing a rollover from After-tax 401(k) to Roth IRA?

3 votes
Accepted

How to calculate interest on amount due with an amended return?

2 votes

Roth IRA recharacterizations, 1099-R, and Form 8606

2 votes
Accepted

What is the contribution limit for self-employed person to their SEP-IRA?

2 votes
Accepted

How do I manage 401K Contribution limits across multiple sources of income?

2 votes
Accepted

What does Turbotax mean by "This account did not have income, deductions, or credits associated with it in [year]"?

2 votes
Accepted

Foreign tax credit does not seem to prevent double taxation

1 vote
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Does a foreign tax paid to "United States" on a 1099-DIV make sense?

1 vote
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Is it legal to estimate my income in a way that causes me to overpay tax but file timely?

1 vote
Accepted

If I earn my 40th Social Security credit mid-year, is my Medicare Initial Enrolment Period when I earn the credit or when the credit is filed for?

1 vote
Accepted

Can I treat a SEP contribution made in 2021 as partly for 2020 and partly for 2021?

0 votes

Is a backdoor ROTH IRA contribution still worth it if I have pre-tax IRAs that I can't rollover to a 401k yet?