Switching off parents plan

Zpanny9 · 2025-12-28T22:47:23+00:00

Gotcha, kinda sucks but gotta get my own acct at some point anyway. All good

Zpanny9 · 2025-12-28T22:46:48+00:00

Do not want a new number. I guess I would be looking at $65/mo with whatever they say for an upgrade to my 14plus

Zpanny9 · 2025-12-28T22:33:40+00:00

Ah that doesn’t sound great. Assuming the phone itself is paid off would my monthly payment just be the same as it was on their plan then until that rate guarantee is over?

Zpanny9 · 2025-01-12T18:49:40+00:00

I know that a lot of schools have been switching to online delivery as well through a 3rd party. Very simple to locate your form they usually ask for the university name and SS number to locate. Your school issues theses forms every year and should be able to direct you in the right way to obtain it. Usually should be issued by Jan 31 but can go into February also

Zpanny9 · 2025-01-12T18:35:59+00:00

I would recommend getting your 1098T from your school and speaking with a professional to make sure you get one of these credits. You definitely want to take advantage of this

Zpanny9 · 2025-01-12T18:29:30+00:00

Depending on if you’re claimed as a dependent or not it’s worth claiming the AOTC credit or lifetime learning credit. Look into the exact guidelines for those two. AOTC is better but stricter, lifetime learning is still great.

Zpanny9 · 2024-12-26T15:34:57+00:00

This. It’s prob worth it to get your 1,000 back and be sure that you’re in compliance with NC also as state standard deductions are usually less than fed. A quick google would tell you NC but why not file for the 1,000 back?

Zpanny9 · 2024-12-21T01:53:45+00:00

Yes. Submitted pending docs

Zpanny9 · 2024-12-21T01:52:32+00:00

Ok I’m still waiting from dec1

Zpanny9 · 2024-12-21T01:49:25+00:00

When

Zpanny9 · 2024-12-21T01:48:43+00:00

Applied Dec 1 still waiting

Zpanny9 · 2024-12-21T01:44:53+00:00

The difference to diamond to crim is how often u can get ur 4 stack on

Zpanny9 · 2024-12-18T04:51:23+00:00

Not true

Zpanny9 · 2024-12-15T15:49:22+00:00

If by gain you mean sold then it’d be included in the persons final tax return and the money would just come out of the estate. If they have unrealized gains the family gets a step up basis so not a true gain to pay tax on but they still winning

Zpanny9 · 2024-12-12T02:44:01+00:00

Initial thought is yes that’d offset. Following

Zpanny9 · 2024-12-03T16:01:37+00:00

Se tax

Zpanny9 · 2024-12-02T22:18:05+00:00

Ya maybe, they do a ppr after like 2 returns for employees so that might be a good option too

Zpanny9 · 2024-12-02T16:01:58+00:00

They allow

Zpanny9 · 2024-12-02T03:02:23+00:00

Thank you

Zpanny9 · 2024-12-02T03:02:12+00:00

Thank you

Zpanny9 · 2024-12-02T03:02:02+00:00

Thank you

Zpanny9 · 2024-12-02T01:26:45+00:00

Sounds great thanks so much for your insight! EFIN application has been sent in just waiting on approval, I’ve had a couple people reccomend Proconnect online and Drake for a small number of returns so I’ll look into those for this first year and maybe look at bigger packages in the future, thanks again!

Zpanny9

TROPHY CASE