apacherose’s Activity

Mon Apr 20

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Boards Post

apacherose replied to the Retirement Investing board. 10:44 AM

Re: No longer qualify for ROTH IRA

Hawkwin, many thanks for your timely response.

I've made arrangements to stop further contributions & withdraw the non-qualified contributions. I admit to making a tax error, since I did my own taxes. I plan to consult H&R Block for [more]

Thu Apr 16

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Boards Post

apacherose posted to the Retirement Investing board. 11:44 PM

No longer qualify for ROTH IRA

Greetings everyone,

I was originally on Family Leave, then resigned to assist with my parents eldercare. Amidst all the adjustment & relocation of parents to my home town, I continued with pre-authorized $50 monthly Roth IRA [more]

Thu Mar 5

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Boards Post

apacherose replied to the Tax Strategies board. 12:12 AM

Re: Filing on behalf of deceased parent

Many thanks Bill, for your timely response.

A follow-up question, would I be able to use TaxAct to file their return myself?

Sincerely,
Apacherose

Wed Mar 4

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Boards Post

apacherose posted to the Tax Strategies board. 11:52 PM

Filing on behalf of deceased parent

My father died 2 weeks ago. Mom survives him, but is in advanced stages of Alzheimers. I am Mom's durable Power-of-Attorney. May I still file a joint electronic return on their behalf?

Sincerely,
Apacherose

NL

Boards Post

apacherose replied to the Taking Care of Parents board. 11:36 PM

Re: Alzheimers easily explained

This is an excellent video explanation. I can see so much of both my parents in this video. Dad died just 2 weeks ago...& Mom remains under HOPE care.

Thanks for sharing...Apache

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Boards Post

apacherose replied to the Taking Care of Parents board. 11:30 PM

Re: The Long Goodbye is Final

Liz,

please accept my condolences & may warm memories help you in the days ahead.

Apache

Sat Feb 7

NL

Boards Post

apacherose posted to the Tax Strategies board. 1:13 AM

Does 401a qualify of Retirement Savings Credit

My daughter's Retirement is with Florida Retirement System. It is a 401a investment plan, not a pension plan. She makes regular pre-tax contributions. Does her 401a contributions qualify for the Retirement Savings Contribution Credit?

Also, [more]

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Two stars, 250 posts Old School Fool
Board Posts 350
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