Search found 3 matches

by smokeycanoe
Tue Mar 30, 2021 1:09 pm
Forum: Personal Finance (Not Investing)
Topic: Federal E-File rejected due to Duplicate 1099-R
Replies: 62
Views: 6662

Re: Federal E-File rejected due to Duplicate 1099-R

Did you manage to resolve? I've run into the same thing.

Mailing the paper return seems crazy. TurboTax support suggested lying on my return to make them slightly different (hahaha, no).
by smokeycanoe
Sun Jan 14, 2018 12:25 pm
Forum: Investing - Theory, News & General
Topic: Invested in ROTH IRA but I appear to have crossed $186K mark
Replies: 15
Views: 2701

Re: Invested in ROTH IRA but I appear to have crossed $186K mark

I agree with the back door approach. I use it too.

I wanted to mention that Roth is someone's name, not an acronym, so no need for the caps lock key.
by smokeycanoe
Sun Oct 29, 2017 10:43 pm
Forum: Personal Finance (Not Investing)
Topic: Delayed compensation benefits?
Replies: 14
Views: 1560

Delayed compensation benefits?

I have the option of deferring my annual bonus for 5 years. If I leave, any deferred amounts will be paid lump sum. Unless I plan to retire (or otherwise have a sharp decrease in income) in that timeframe, what is the advantage to me?

I also worry that should I want to leave I'd need to factor in this lump sum income... DAFs only help so much!