Discussion Forum

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dlzallestaxes@msn.com
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Joined: 2019/06/23
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NEW STIMULUS BILL DOES NOT APPLY TO SEPP 72-T PLANS

In forum 72t Discussion Forum

5 days ago
Great insight in looking for a different CPA/tax professiona...

In forum 72t Discussion Forum

3 weeks ago
Correct. You can take either the full annual distribution or...

In forum 72t Discussion Forum

4 weeks ago
Yes, you can voluntarily terminate your plan at any time, an...

In forum 72t Discussion Forum

4 weeks ago
If you were born 2/1/1957, then you are already 63, not 57 !...

In forum 72t Discussion Forum

1 month ago
Wells Fargo. As of 1/2/2019 you became 59 1/2, and any distr...

In forum 72t Discussion Forum

1 month ago
Probably you can make the distribution at any time in April,...

In forum 72t Discussion Forum

2 months ago
There isn't any connection between the interest rate timing ...

In forum 72t Discussion Forum

2 months ago
You can also consider setting your non-retirement account up...

In forum 72t Discussion Forum

2 months ago
Almost all of the brokers and funds code the 1099-R distribu...

In forum 72t Discussion Forum

2 months ago
P.S. You should also look at the resource on this website to...

In forum 72t Discussion Forum

2 months ago
Don't worry about finding a tax practitioner to file your ta...

In forum 72t Discussion Forum

2 months ago
I wouldn't do that. You are making your situation overly com...

In forum 72t Discussion Forum

2 months ago
P.S. Taking ROTH IRA DISTRIBUTIONS in the same year as start...

In forum 72t Discussion Forum

2 months ago
e usually like more specific information before responding t...

In forum 72t Discussion Forum

2 months ago
I would not be concerned about the rounding issue for $ 1. I...

In forum 72t Discussion Forum

2 months ago
No, as long as you have taken them for at least 60 months. S...

In forum 72t Discussion Forum

3 months ago
First of all, you have an error in the info for your templat...

In forum 72t Discussion Forum

3 months ago
If you are still employed, or returned to the work force, or...

In forum 72t Discussion Forum

3 months ago
Between 59 1/2 and 72, you should probably consider taking d...

In forum 72t Discussion Forum

3 months ago
I agree that 2020 CAN BE a stub year at 11/12 of the ANNUAL ...

In forum 72t Discussion Forum

3 months ago
Instead of using a lower interest rate, I. and others on thi...

In forum 72t Discussion Forum

3 months ago
I do not know of any broker or mutual fund who will use code...

In forum 72t Discussion Forum

3 months ago
FYI -- THE NEW "EXTENDER" TAX LAW HAS JUST REVISED YESTERDAY...

In forum 72t Discussion Forum

4 months ago
The problem here is that you can only exclude the amount of ...

In forum 72t Discussion Forum

4 months ago
When you started your SEPP 72-T plan, it was required that t...

In forum 72t Discussion Forum

4 months ago
I do not believe that you have done anything wrong, and I do...

In forum 72t Discussion Forum

4 months ago
Also, you did not indicate your age/DOB. If you are now over...

In forum 72t Discussion Forum

4 months ago
I think that you should refer to IRB 2002-42 ISSUED 10/21/20...

In forum 72t Discussion Forum

4 months ago
What did you find in your research that leads you to believe...

In forum 72t Discussion Forum

4 months ago
Syed -- We haven't heard from you in 2 months since your Sep...

In forum 72t Discussion Forum

4 months ago
I would wait for the next liquidation, pay off the loan, and...

In forum 72t Discussion Forum

4 months ago
If you do repay the distribution, I believe that you could i...

In forum 72t Discussion Forum

5 months ago
I agree with your decision to just terminate the SEPP 72-T p...

In forum 72t Discussion Forum

5 months ago
I think that the Vanguard form may be designed for RMD (Requ...

In forum 72t Discussion Forum

7 months ago
You are using the wrong interest rate. You are only allowed ...

In forum 72t Discussion Forum

7 months ago
I was about to suggest that you can convert even more. First...

In forum 72t Discussion Forum

7 months ago
You set up a ROTH IRA account, usually at the same financial...

In forum 72t Discussion Forum

7 months ago
You have a unique situation as a non-resident alien with an ...

In forum 72t Discussion Forum

7 months ago
Please indicate all of the figures that apply to your situat...

In forum 72t Discussion Forum

8 months ago
Actually it has a lot of support. It passed the U S House ea...

In forum 72t Discussion Forum

8 months ago
I have not seen any discussion or proposal for RMD to be inc...

In forum 72t Discussion Forum

9 months ago
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