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Innehåll tillhandahållet av Andy Panko. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Andy Panko eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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#118 - Q&A edition...Itemized sales tax deductions, pension vs lump sum, surviving spouse tax increases and MORE!

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Manage episode 441912832 series 3305727
Innehåll tillhandahållet av Andy Panko. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Andy Panko eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Listener Q&A where Andy talks about:

  • Itemizing sales taxes on Schedule A of your tax return, particularly when living in two states during the year ( 6:30 )
  • Considerations when deciding between taking a pension or its lump sum ( 11:51 )
  • Should a recently widowed person take advantage of their last year of Married Filing Joint tax brackets and do a large Roth conversion or IRA distribution ( 25:03 )
  • Understanding the pro rata rule when doing a Roth conversion when you have multiple IRAs and a 401(k) ( 31:40 )
  • How the IRS knows if you didn't take Required Minimum Distributions ("RMDs") when you were supposed to ( 37:02 )
  • How to ensure your Treasury interest received (including when received indirectly through a money market mutual fund) is properly reported as tax-free on your state tax return ( 41:36 )

To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Links in this episode:

  • IRS sales tax deduction calculator - here
  • Rob Berger's YouTube channel - here

  continue reading

141 episoder

Artwork
iconDela
 
Manage episode 441912832 series 3305727
Innehåll tillhandahållet av Andy Panko. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Andy Panko eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Listener Q&A where Andy talks about:

  • Itemizing sales taxes on Schedule A of your tax return, particularly when living in two states during the year ( 6:30 )
  • Considerations when deciding between taking a pension or its lump sum ( 11:51 )
  • Should a recently widowed person take advantage of their last year of Married Filing Joint tax brackets and do a large Roth conversion or IRA distribution ( 25:03 )
  • Understanding the pro rata rule when doing a Roth conversion when you have multiple IRAs and a 401(k) ( 31:40 )
  • How the IRS knows if you didn't take Required Minimum Distributions ("RMDs") when you were supposed to ( 37:02 )
  • How to ensure your Treasury interest received (including when received indirectly through a money market mutual fund) is properly reported as tax-free on your state tax return ( 41:36 )

To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Links in this episode:

  • IRS sales tax deduction calculator - here
  • Rob Berger's YouTube channel - here

  continue reading

141 episoder

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