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QUALIFIED PLAN LOAN OFFST

TAXPAYER HAD A $17,079 QUALIFIED PLAN LOAN OFFSETIs she still eligible to roll over the $17,079 distribution until April 15th, 2025? Am I understanding correctl...

tracie

1

Mar 06, 2025
Medical Expenses/Assisted Living

Taxpayer is in an Assisted Living facilityShe has chronic kidney issues and is on dialysis two times per week.She has her own apartment and can feed and dress h...

tracie

7

Apr 02, 2024
Re: Support

The college was paid in full by a grant.

tracie

Apr 06, 2022
Support

Taxpayer makes $51k per year. Her son, who has lived with her all year is a full time student, under the age of 24 but made $43K in 2021. He buys his own food, ...

tracie

3

Apr 06, 2022
Re: AMT on Sale of Home

The 6251 appears to be correct. Do you have reason to believe that Gain on sale of personal residence will not trigger AMT? Gain on Sale of Home, SS and Pension...

tracie

Mar 28, 2022

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Member Since	‎12-07-2019

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