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About walker5050

walker5050

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Budget & Savings

Re: Ask The Experts: Tax Prep

I thought that the surcharge for Medicare (IRMAA) was based on my adjusted gross income. If I report this rollover as not taxable I believe that it wouldn't be included.  
walker5050 03-02-2021 06:32 PM
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Budget & Savings

Re: Ask The Experts: Tax Prep

I did a Roth conversion from my IRA within 365 days prior. I hope that is not considered an indirect rollover. 
walker5050 03-02-2021 05:46 AM
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Budget & Savings

Re: Ask The Experts: Tax Prep

I withdrew 325000 from my ira this year in order to pay cash for a home. I did this in April and returned the money to my ira in may. I just got a 1099 from my brokerage and the tax is undetermined. It was my assumption that if I returned it within 6...
walker5050 03-01-2021 04:35 PM
1
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1
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Budget & Savings

Re: Ask The Experts: Tax Prep

I thought that the surcharge for Medicare (IRMAA) was based on my adjusted gross income. If I report this rollover as not taxable I believe that it wouldn't be included.  
walker5050 03-02-2021 06:32 PM
1
Reply
0
Kudos
21847
Views

Budget & Savings

Re: Ask The Experts: Tax Prep

I did a Roth conversion from my IRA within 365 days prior. I hope that is not considered an indirect rollover. 
walker5050 03-02-2021 05:46 AM
1
Reply
0
Kudos
22304
Views

Budget & Savings

Re: Ask The Experts: Tax Prep

I withdrew 325000 from my ira this year in order to pay cash for a home. I did this in April and returned the money to my ira in may. I just got a 1099 from my brokerage and the tax is undetermined. It was my assumption that if I returned it within 6...
walker5050 03-01-2021 04:35 PM
1
Reply
1
Kudo
27285
Views

Budget & Savings

Re: Ask The Experts: Tax Prep

I thought that the surcharge for Medicare (IRMAA) was based on my adjusted gross income. If I report this rollover as not taxable I believe that it wouldn't be included.  
walker5050 03-02-2021 06:32 PM
1
Reply
0
Kudos
21847
Views

Budget & Savings

Re: Ask The Experts: Tax Prep

I did a Roth conversion from my IRA within 365 days prior. I hope that is not considered an indirect rollover. 
walker5050 03-02-2021 05:46 AM
1
Reply
0
Kudos
22304
Views

Budget & Savings

Re: Ask The Experts: Tax Prep

I withdrew 325000 from my ira this year in order to pay cash for a home. I did this in April and returned the money to my ira in may. I just got a 1099 from my brokerage and the tax is undetermined. It was my assumption that if I returned it within 6...
walker5050 03-01-2021 04:35 PM
1
Reply
1
Kudo
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Date Registered ‎06-07-2010 04:51 PM
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