Gueuze’s Activity

Fri Jan 29

NL

Boards Post

Gueuze replied to the Tax Strategies board. 10:58 AM

Re: Roth IRA -- 5 yr waiting period

"The last money out of a Roth is earnings. Earnings are taxable and ..."

Earnings out of a Roth IRA are taxable? Really? I thought that tax-free earnings was the whole point of a Roth.

Sat Jan 2

NL

Boards Post

Gueuze replied to the Tax Strategies board. 4:50 PM

Re: TurboTax comes to its senses

Not true, I used Turbotax Premier for 2014 and had no issues transferring everything from 2014 to the new 2015 Turbotax Deluxe. No need to reenter data.

Thu Dec 17

NL

Boards Post

Gueuze replied to the Tax Strategies board. 4:14 PM

Re: Overpayment of Rollover

Thanks Peter.

NL

Boards Post

Gueuze posted to the Tax Strategies board. 11:19 AM

Overpayment of Rollover

Retired in Feb 2015 and rolled over my 401K and cash balance pension to my IRA at TR Price.

HR now sends me a letter that states they made an error in calculating the 2015 partial year interest for the portion of the cash balance pension [more]

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Boards Stats & Trivia

Old School Fool
Board Posts 32
Recs Received 32
People who have rec'd these posts 30
Recs to Posts Ratio (last 30 days) N/A
Threads Started 2
Threads Started Percentage 6.25 %
Most Frequent Board Tax Strategies
Very First Post A RBS: Universal Display post. (6/1/2013)
Percentage of Posts Rec'd 53.13 %
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