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Showing content with the highest reputation on 02/28/2024 in all areas
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ESA distributions can be used for room and board, books, computers, etc. Also, the 10% penalty is waived if the student got a scholarship that reduced tuition.3 points
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Here is a worksheet that I use for this purpose. 529Worksheet529Exp.xlsx3 points
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Low Cost or Cadillac? If you need a Cadillac I know a guy in Sacramento CA who is the smartest financial guy I have ever met. But not cheap. Not even close to cheap. Tom Longview, CA1 point
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You can deduct taxable social security and pension income up to $20000 if under 65 and $24000 if over. Do this on the CO 104PN, not on the CO104. This may result in negative income1 point
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I've seen them over a year late. But I've also never seen worth amending for.1 point
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Corrected 1099s from brokerage firms are sometimes issued between the middle and the end of March.1 point
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Wow, obviously Schwab's reporting system isn't categorizing the dividends properly. They merged with, or bought out, Ameritrade during 2023, so I suspect that this error may be related to that and that a correct form will be issued.1 point
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started seeing them last year. Not proper, according to instructions for Boxes 1a and 1b (specifically says to include amounts in box 1b in 1a total). The brokers probably just want to keep us on our toes.1 point
