DIY taxes? - Bogleheads.org
4 days ago · In most of the past 40+ years I prepared/filed our state and federal taxes. Back in be day I used to get the forms and instructions from the post office and/or I’d print stuff out from …
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What Do You Use To Do Your Taxes? : R/Bogleheads - Reddit
6 hours from now
When a CPA charges $3,500 to do your taxes and saves you $20,000 when you're testing his worth, you actually look forward to paying him! In a year where I tried to "do it myself and save …
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The Bogleheads Wiki / Tax Loss Harvesting
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Apr 24, 2008 · Introduction Tax Loss Harvesting takes advantage of the fact that the IRS allows you to deduct up to $3,000 a year of net capital losses against ordinary income {offset first …
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Tax Planning DIY - Bogleheads.org
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Jan 16, 2019 · The reason being you are likely in fairly low tax territory (compared with heirs who might be in peak earning/taxes). More over, your heirs will owe $0 taxes on Roth or Taxable …
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Transition To DIY Tax Return Next Year - Bogleheads.org
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Apr 23, 2024 · After receiving a $775 bill from my CPA for our MFJ tax return I am looking to transition to DIY for next year. Our return has some investments but (I think) not that complex. …
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Retirement Planning: DIY Or Professional Services - Bogleheads.org
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Oct 3, 2024 · For pure DIY at a cost of $0, I would recommend getting familiar with the tax code, you'll probably want to delay SS to give yourself room to do some Roth conversions and …
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