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Why Turbotax does not show tax on after-tax 401k gain when converting to Roth 401k ?

Last post by Soaky « Thu Feb 06, 2025 3:51 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Sunray24 » Thu Feb 06, 2025 2:03 pm » in Personal Finance (Not Investing)

2 Replies

84 Views

Last post by Soaky
Thu Feb 06, 2025 3:51 pm
Get Out of Bond Funds

Last post by AlwaysLearningMore « Thu Feb 06, 2025 3:51 pm
Posted in Personal Investments
Replies: 60
by shelterinplace » Tue Feb 04, 2025 2:09 pm » in Personal Investments
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2
60 Replies

7178 Views

Last post by AlwaysLearningMore
Thu Feb 06, 2025 3:51 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by gunny « Thu Feb 06, 2025 3:50 pm
Posted in Investing - Theory, News & General
Replies: 3147
by Stinky » Thu Dec 31, 2020 6:46 am » in Investing - Theory, News & General
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3147 Replies

451001 Views

Last post by gunny
Thu Feb 06, 2025 3:50 pm
Roth Conversions and Pro-Rata Rule

Last post by toddthebod « Thu Feb 06, 2025 3:49 pm
Posted in Personal Investments
Replies: 8
by GrilledSardines » Thu Feb 06, 2025 1:31 pm » in Personal Investments

8 Replies

263 Views

Last post by toddthebod
Thu Feb 06, 2025 3:49 pm
Advice on replacing interior doors without spending a small fortune?

Last post by hand « Thu Feb 06, 2025 3:48 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by panpsych » Thu Feb 06, 2025 1:27 pm » in Personal Finance (Not Investing)

9 Replies

470 Views

Last post by hand
Thu Feb 06, 2025 3:48 pm
FIREd US citizen moving to UK - preparing (part 2)

Last post by Valuethinker « Thu Feb 06, 2025 3:47 pm
Posted in Non-US Investing
Replies: 23
by ysette9 » Thu Jan 23, 2025 12:29 pm » in Non-US Investing

23 Replies

3692 Views

Last post by Valuethinker
Thu Feb 06, 2025 3:47 pm
Vanguard Non-Covered Shares and issue with AvgCost vs Spec ID

Last post by livesoft « Thu Feb 06, 2025 3:46 pm
Posted in Personal Investments
Replies: 13
by Hot Sauce » Mon Feb 03, 2025 1:07 pm » in Personal Investments

13 Replies

973 Views

Last post by livesoft
Thu Feb 06, 2025 3:46 pm
Hospital Engagement Strategies for the Consumer

Last post by JPM « Thu Feb 06, 2025 3:46 pm
Posted in Personal Consumer Issues
Replies: 28
by snackdog » Wed Feb 05, 2025 3:43 pm » in Personal Consumer Issues

28 Replies

2009 Views

Last post by JPM
Thu Feb 06, 2025 3:46 pm
Best non-Tesla EV?

Last post by TomatoTomahto « Thu Feb 06, 2025 3:45 pm
Posted in Personal Consumer Issues
Replies: 130
by z91 » Mon Feb 03, 2025 2:15 pm » in Personal Consumer Issues
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130 Replies

9009 Views

Last post by TomatoTomahto
Thu Feb 06, 2025 3:45 pm
Reporting children's income

Last post by fulltilt « Thu Feb 06, 2025 3:43 pm
Posted in Personal Finance (Not Investing)
Replies: 31
by almeida » Sun Dec 17, 2023 2:48 pm » in Personal Finance (Not Investing)

31 Replies

3889 Views

Last post by fulltilt
Thu Feb 06, 2025 3:43 pm
Notice that SS check debited for past due medical insurance premiums

Last post by SuzBanyan « Thu Feb 06, 2025 3:43 pm
Posted in Personal Finance (Not Investing)

by SuzBanyan » Thu Feb 06, 2025 3:43 pm » in Personal Finance (Not Investing)

0 Replies

40 Views

Last post by SuzBanyan
Thu Feb 06, 2025 3:43 pm
Understanding My Mother's Reverse Mortgage Situation

Last post by morsetaper2 « Thu Feb 06, 2025 3:42 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by morsetaper2 » Thu Feb 06, 2025 3:23 pm » in Personal Finance (Not Investing)

2 Replies

132 Views

Last post by morsetaper2
Thu Feb 06, 2025 3:42 pm
Peacock (streaming)

Last post by rjbraun « Thu Feb 06, 2025 3:42 pm
Posted in Personal Consumer Issues
Replies: 16
by rjbraun » Mon Feb 03, 2025 10:00 am » in Personal Consumer Issues

16 Replies

882 Views

Last post by rjbraun
Thu Feb 06, 2025 3:42 pm
Help: Seeking to Simplify Life

Last post by bikefish « Thu Feb 06, 2025 3:41 pm
Posted in Personal Finance (Not Investing)
Replies: 44
by Hot Sauce » Wed Feb 05, 2025 8:20 pm » in Personal Finance (Not Investing)

44 Replies

2996 Views

Last post by bikefish
Thu Feb 06, 2025 3:41 pm
Looking to quit corporate, how do we look?

Last post by ArcadeFire « Thu Feb 06, 2025 3:41 pm
Posted in Personal Investments
Replies: 24
by ArcadeFire » Wed Feb 05, 2025 4:28 pm » in Personal Investments

24 Replies

2475 Views

Last post by ArcadeFire
Thu Feb 06, 2025 3:41 pm
Bank Requiring Original DPOA Documents

Last post by RetiredAL « Thu Feb 06, 2025 3:41 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by AllTheStocks » Thu Feb 06, 2025 10:57 am » in Personal Finance (Not Investing)

28 Replies

994 Views

Last post by RetiredAL
Thu Feb 06, 2025 3:41 pm
how to check my portfolio less

Last post by Rajsx « Thu Feb 06, 2025 3:40 pm
Posted in Personal Investments
Replies: 40
by jg12345 » Wed Feb 05, 2025 5:06 pm » in Personal Investments

40 Replies

2083 Views

Last post by Rajsx
Thu Feb 06, 2025 3:40 pm
Newly retired seeking bond allocation advice

Last post by 40_trucker « Thu Feb 06, 2025 3:40 pm
Posted in Personal Investments
Replies: 3
by 40_trucker » Thu Feb 06, 2025 1:36 pm » in Personal Investments

3 Replies

209 Views

Last post by 40_trucker
Thu Feb 06, 2025 3:40 pm
Question About Upcoming Change In Job's Pay Model - Anything I Can Do?

Last post by KlangFool « Thu Feb 06, 2025 3:37 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by kmanjir » Thu Feb 06, 2025 10:33 am » in Personal Finance (Not Investing)

8 Replies

588 Views

Last post by KlangFool
Thu Feb 06, 2025 3:37 pm
Investment Property Sale and Tax Minimization

Last post by mander75 « Thu Feb 06, 2025 3:37 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by mander75 » Wed Feb 05, 2025 6:09 pm » in Personal Finance (Not Investing)

3 Replies

373 Views

Last post by mander75
Thu Feb 06, 2025 3:37 pm
709 form basic questions

Last post by toddthebod « Thu Feb 06, 2025 3:36 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by SCretired12 » Mon Feb 03, 2025 11:36 am » in Personal Finance (Not Investing)

20 Replies

1185 Views

Last post by toddthebod
Thu Feb 06, 2025 3:36 pm
Huge, at least to me, increase in taxable 2024 distributions

Last post by almostretired1965 « Thu Feb 06, 2025 3:36 pm
Posted in Personal Investments
Replies: 7
by a_posteriori » Thu Feb 06, 2025 2:41 pm » in Personal Investments

7 Replies

430 Views

Last post by almostretired1965
Thu Feb 06, 2025 3:36 pm
Insurance policy problem: what is the broker's duty to review the policies?

Last post by ChicagoBear7 « Thu Feb 06, 2025 3:35 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by MtnTravel » Thu Feb 06, 2025 1:51 pm » in Personal Finance (Not Investing)

5 Replies

283 Views

Last post by ChicagoBear7
Thu Feb 06, 2025 3:35 pm
Advice for buying a car in 2024

Last post by hudson « Thu Feb 06, 2025 3:35 pm
Posted in Personal Consumer Issues
Replies: 82
by ETK517 » Wed Feb 21, 2024 12:37 pm » in Personal Consumer Issues
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82 Replies

15849 Views

Last post by hudson
Thu Feb 06, 2025 3:35 pm
local Meineke only offers full synthetic

Last post by z91 « Thu Feb 06, 2025 3:33 pm
Posted in Personal Consumer Issues
Replies: 54
by Nyc10036 » Tue Feb 04, 2025 10:50 am » in Personal Consumer Issues
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54 Replies

3186 Views

Last post by z91
Thu Feb 06, 2025 3:33 pm
Vanguard Statements

Last post by Epsilon Delta « Thu Feb 06, 2025 3:32 pm
Posted in Personal Finance (Not Investing)

by Epsilon Delta » Thu Feb 06, 2025 3:32 pm » in Personal Finance (Not Investing)

0 Replies

53 Views

Last post by Epsilon Delta
Thu Feb 06, 2025 3:32 pm
Need for spousal consent to withdraw from 403b ERISA plan New: TIAA POA info

Last post by Katietsu « Thu Feb 06, 2025 3:29 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by Katietsu » Tue Feb 04, 2025 9:23 pm » in Personal Finance (Not Investing)

11 Replies

1153 Views

Last post by Katietsu
Thu Feb 06, 2025 3:29 pm
Should I use CPA this time for my taxes vs TurboTax?

Last post by jdibber « Thu Feb 06, 2025 3:28 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by LeoNYC » Wed Feb 05, 2025 4:12 pm » in Personal Finance (Not Investing)

16 Replies

1058 Views

Last post by jdibber
Thu Feb 06, 2025 3:28 pm
How to deal with a ~bogus lab bill (medical/physical)

Last post by z91 « Thu Feb 06, 2025 3:26 pm
Posted in Personal Consumer Issues
Replies: 2
by psteinx » Thu Feb 06, 2025 2:38 pm » in Personal Consumer Issues

2 Replies

232 Views

Last post by z91
Thu Feb 06, 2025 3:26 pm
Investing when you don't expect tomorrow to look like yesterday

Last post by lws « Thu Feb 06, 2025 3:25 pm
Posted in Investing - Theory, News & General
Replies: 225
by CookieDough » Sun Feb 02, 2025 8:02 pm » in Investing - Theory, News & General
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225 Replies

18660 Views

Last post by lws
Thu Feb 06, 2025 3:25 pm
Roth 401(k) option at work

Last post by queenofthemadhouse « Thu Feb 06, 2025 3:24 pm
Posted in Personal Investments
Replies: 59
by JoeyJoeJoe » Thu Jun 06, 2024 12:50 pm » in Personal Investments
1

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59 Replies

4779 Views

Last post by queenofthemadhouse
Thu Feb 06, 2025 3:24 pm
Surprised by IRS Tax Return processing speed for 2024 tax returns

Last post by madijack « Thu Feb 06, 2025 3:19 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by Namashkar » Wed Feb 05, 2025 7:41 am » in Personal Finance (Not Investing)

28 Replies

3047 Views

Last post by madijack
Thu Feb 06, 2025 3:19 pm
How can I close my Solo 401(k)?

Last post by Saving$ « Thu Feb 06, 2025 3:17 pm
Posted in Personal Finance (Not Investing)
Replies: 92
by chaser » Thu Apr 18, 2024 4:06 pm » in Personal Finance (Not Investing)
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92 Replies

13872 Views

Last post by Saving$
Thu Feb 06, 2025 3:17 pm
pre-SECURE Act - successor beneficiary and 10-year rule

Last post by Fired2020 « Thu Feb 06, 2025 3:17 pm
Posted in Personal Investments
Replies: 1
by Hector » Thu Feb 06, 2025 2:10 pm » in Personal Investments

1 Replies

90 Views

Last post by Fired2020
Thu Feb 06, 2025 3:17 pm
Term Life - still needed if retired or FIRE-ready?

Last post by MikeG62 « Thu Feb 06, 2025 3:16 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by vrr106 » Thu Feb 06, 2025 12:54 pm » in Personal Finance (Not Investing)

13 Replies

484 Views

Last post by MikeG62
Thu Feb 06, 2025 3:16 pm
What are you listening to now

Last post by bogles the mind « Thu Feb 06, 2025 3:13 pm
Posted in Personal Consumer Issues
Replies: 8068
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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8068 Replies

911646 Views

Last post by bogles the mind
Thu Feb 06, 2025 3:13 pm
Check whether my understanding of claiming a child as dependent is correct

Last post by acegolfer « Thu Feb 06, 2025 3:10 pm
Posted in Personal Finance (Not Investing)
Replies: 32
by acegolfer » Sun Feb 02, 2025 4:00 pm » in Personal Finance (Not Investing)

32 Replies

1522 Views

Last post by acegolfer
Thu Feb 06, 2025 3:10 pm
Books that changed your life!!

Last post by StartedAt22 « Thu Feb 06, 2025 3:09 pm
Posted in Personal Consumer Issues
Replies: 225
by Aggieland » Wed Aug 18, 2021 8:24 pm » in Personal Consumer Issues
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225 Replies

38781 Views

Last post by StartedAt22
Thu Feb 06, 2025 3:09 pm
What video games are you currently playing?

Last post by StartedAt22 « Thu Feb 06, 2025 3:04 pm
Posted in Personal Consumer Issues
Replies: 675
by kenyan » Fri Mar 07, 2014 3:07 pm » in Personal Consumer Issues
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675 Replies

125934 Views

Last post by StartedAt22
Thu Feb 06, 2025 3:04 pm
[Resolved] Urgent-Help with Serious Work Issue- Resign or accept reassignment

Last post by Dufus « Thu Feb 06, 2025 3:02 pm
Posted in Personal Finance (Not Investing)
Replies: 125
by beachmom » Mon Feb 03, 2025 12:34 pm » in Personal Finance (Not Investing)
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125 Replies

12469 Views

Last post by Dufus
Thu Feb 06, 2025 3:02 pm
"Dow 36,000" was predicated on [Equity Risk Premium] disappearing. What was supposed to happen then?

Last post by Circle the Wagons « Thu Feb 06, 2025 2:58 pm
Posted in Investing - Theory, News & General
Replies: 40
by nisiprius » Tue Jan 28, 2025 8:25 am » in Investing - Theory, News & General

40 Replies

5144 Views

Last post by Circle the Wagons
Thu Feb 06, 2025 2:58 pm
Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice

Last post by Circle the Wagons « Thu Feb 06, 2025 2:51 pm
Posted in Investing - Theory, News & General
Replies: 157
by flylikeanosprey » Tue Dec 05, 2023 11:08 pm » in Investing - Theory, News & General
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157 Replies

17152 Views

Last post by Circle the Wagons
Thu Feb 06, 2025 2:51 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by Chardo « Thu Feb 06, 2025 2:51 pm
Posted in Investing - Theory, News & General
Replies: 7422
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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7422 Replies

1799358 Views

Last post by Chardo
Thu Feb 06, 2025 2:51 pm
Large Roth conversions against conventional wisdom?

Last post by smitcat « Thu Feb 06, 2025 2:50 pm
Posted in Investing - Theory, News & General
Replies: 64
by techbud » Sat Feb 01, 2025 5:10 pm » in Investing - Theory, News & General
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64 Replies

5433 Views

Last post by smitcat
Thu Feb 06, 2025 2:50 pm
New tool for building a TIPS ladder

Last post by Kevin M « Thu Feb 06, 2025 2:48 pm
Posted in Investing - Theory, News & General
Replies: 714
by kaesler » Sat Jan 07, 2023 4:55 pm » in Investing - Theory, News & General
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714 Replies

149988 Views

Last post by Kevin M
Thu Feb 06, 2025 2:48 pm
If the child (being claimed as dependent) files 1040, can parents claim AOTC?

Last post by ncdcpa « Thu Feb 06, 2025 2:47 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by acegolfer » Thu Feb 06, 2025 12:50 pm » in Personal Finance (Not Investing)

13 Replies

435 Views

Last post by ncdcpa
Thu Feb 06, 2025 2:47 pm
ORR - I bought an ETF with an 18% ER

Last post by psteinx « Thu Feb 06, 2025 2:46 pm
Posted in Personal Investments
Replies: 21
by Tanelorn » Sun Feb 02, 2025 2:46 am » in Personal Investments

21 Replies

2868 Views

Last post by psteinx
Thu Feb 06, 2025 2:46 pm
Multi-state tax question

Last post by Tom_T « Thu Feb 06, 2025 2:46 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by Tom_T » Mon Feb 03, 2025 5:16 pm » in Personal Finance (Not Investing)

18 Replies

1219 Views

Last post by Tom_T
Thu Feb 06, 2025 2:46 pm
How to report 529 Plan contributions in state return using H&R Block Deluxe

Last post by tdhosi « Thu Feb 06, 2025 2:42 pm
Posted in Personal Investments

by tdhosi » Thu Feb 06, 2025 2:42 pm » in Personal Investments

0 Replies

51 Views

Last post by tdhosi
Thu Feb 06, 2025 2:42 pm
Utility Bills - How do ours compare? (2025 Edition)

Last post by MDfan « Thu Feb 06, 2025 2:40 pm
Posted in Personal Consumer Issues
Replies: 16
by jimmo » Thu Feb 06, 2025 9:02 am » in Personal Consumer Issues

16 Replies

909 Views

Last post by MDfan
Thu Feb 06, 2025 2:40 pm

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