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Re: Missed 1099-INT on 2012 Taxes...need help!

This happened to me a couple years ago as well. I would second the recommendation to call them, they were quite helpful in my case - not as intimidating as people make the IRS out to be. In my case we had to prove the validity of (non-related) educational credits as well so the initial bill was over...
by Rob810
Mon Feb 03, 2014 9:36 pm
 
Forum: Personal Finance (Not Investing)
Topic: Missed 1099-INT on 2012 Taxes...need help!
Replies: 6
Views: 613

Re: Rolling over an IRA + mutual fund

Sounds good. Thanks for your replies. I've been searching the forums over the last day or so looking at AA topics and had come across the bond thread referenced, I thought it was one of the best topics for answering my AA questions. I don't think that I've seen TFB's Roth TSP article before, but it ...
by Rob810
Fri May 03, 2013 3:10 pm
 
Forum: Investing - Help with Personal Investments
Topic: Rolling over an IRA + mutual fund
Replies: 5
Views: 561

Re: Rolling over an IRA + mutual fund

Thanks, I've gone back and updated my original post a bit. The taxable account was started for my wife when she was young and has sat and gathered interest for several years now, if it were sold it would be taxed at the long term capital gains rate. We are both young and this is the first 'real' job...
by Rob810
Thu May 02, 2013 1:10 am
 
Forum: Investing - Help with Personal Investments
Topic: Rolling over an IRA + mutual fund
Replies: 5
Views: 561

Rolling over an IRA + mutual fund

Emergency funds: 3 months - We had six months worth, but just moved and used some of it for deposits and such. This will gradually be replenished to a 6 month level. Debt: Total: $10575 His school loans $375 At 5.6% $5400 at 4.5% $1800 at 3.4% Her school loans - $3000 at 6.8% Tax Filing Status: Marr...
by Rob810
Wed May 01, 2013 2:59 pm
 
Forum: Investing - Help with Personal Investments
Topic: Rolling over an IRA + mutual fund
Replies: 5
Views: 561

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