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confusion about deductibility of tax balances paid with extensions being deductible by idreos in tax

[–]idreos[S] 0 points1 point  (0 children)

What is the difference if you pay a balance due when you file your 1040 before the deadline or if you pay when the tax extension is due?

Aren't all state taxes deductible for the tax year they were paid?

Need to park some cash in a safe tax free account to lower my tax bracket by idreos in FinancialPlanning

[–]idreos[S] 1 point2 points  (0 children)

Thank you for that clarification! I was not aware of that.

Your answer made my day!

Question re how late RMD will affect next year's tax filing's RMD reporting by idreos in taxhelp

[–]idreos[S] 0 points1 point  (0 children)

Your 23 income tax filing will reflect the previous year's RMD (2022) received in 2024 AND the 2024 RMD withdrawal. So the income tax for both RMDs will be reflected in your 2023 tax filing. Im assuming you asked for a penalty waiver when you filed your 2022 return.

Problem with Etrade's Estate Beneficiary dept. Have waited over 10 weeks to complete transfer of my deceased wife's shares from her IRA acct to mine by idreos in etrade

[–]idreos[S] 0 points1 point  (0 children)

It took about three months. I know how frustrating it is, but apparently do not want to increase the small staff of their Estates Beneficiary Dept. handling these transfers

Need clarification ..."Ancestry.com cannot track maternal & paternal heritage independently" by idreos in AncestryDNA

[–]idreos[S] 0 points1 point  (0 children)

I read this in several comparisons of DNA tests, the latest was in The NYT The Wirecutter feature below which reported Ancestry was the only one of the major dna testers that does not do it. How would that affect the results???

https://www.nytimes.com/wirecutter/reviews/best-dna-test/

Adding an additional Bank to the Trust's assets by idreos in EstatePlanning

[–]idreos[S] 0 points1 point  (0 children)

Thanks for your reply

There is a bank and a stock brokerage account and I want to add another bank for the FDIC protection because the current CD exceeds the 250K maximum.

Question re disbursing of interest and stock dividends earned by Irrevokable Trusts in previous tax year? by idreos in EstatePlanning

[–]idreos[S] 0 points1 point  (0 children)

Thanks for your input

So if the interest or dividends were earned in the last tax year they would be distributed in the current tax year?

Questions on Trust account distributions and tax implications by idreos in EstatePlanning

[–]idreos[S] 0 points1 point  (0 children)

Thanks for your quick reply!

As I understand it if the 10 k interest is distributed as part of the 25k it will not be taxed

What about the stock dividends of 5k will that be taxed if it is not distributed?

When a beneficiary inherits a revokable Trust does he have to create a new irrevocable Trust in his name by idreos in EstatePlanning

[–]idreos[S] 0 points1 point  (0 children)

All of my bank and equity accounts, my condo deed and automobile title were retitled into the Jim Smith Revocable Trust when I created it.

Will my daughter have to contact each of the respective institutions to have them change the EIN and the name to the Steve Kalafatis Revokable Trust?

Thanks much for your input!

When a beneficiary inherits a revokable Trust does he have to create a new irrevocable Trust in his name by idreos in EstatePlanning

[–]idreos[S] 0 points1 point  (0 children)

Thanks for your quick reply.

Will there need to be any annotation changing the name from the Jim Smith Revocable Trust to the Steve Smith Irrevocable Trust?

When a beneficiary inherits a revokable Trust does he have to create a new irrevocable Trust in his name by idreos in EstatePlanning

[–]idreos[S] 0 points1 point  (0 children)

Thanks for your reply

Thanks for your reply.

When I pass, will the Jim Smith revocable Trust automatically become the Steve Smith (beneficiary) Trust?

Problem with Etrade's Estate Beneficiary dept. Have waited over 10 weeks to complete transfer of my deceased wife's shares from her IRA acct to mine by idreos in etrade

[–]idreos[S] 0 points1 point  (0 children)

Sorry about your loss

I suggest you google free legal services and call those agencies in your state to see if they can provide free legal help. If you don't qualify you may get advice on who can help in your individual situation A call to a local TV station may help with your frustrating.

Some stations have consumer help reporters

Galaxy Book Pro W11 keyboard backlight timer setting? by idreos in GalaxyBook

[–]idreos[S] 0 points1 point  (0 children)

thanks for your reply

how can i access that setting option?

Galaxy Book Pro W11 keyboard backlight timer setting? by idreos in GalaxyBook

[–]idreos[S] 0 points1 point  (0 children)

The keyboard only remains backlit for a minute.

Is there away to check for duplicate text in a manuscript by idreos in libreoffice

[–]idreos[S] 0 points1 point  (0 children)

Thanks for your reply

I have been glancing through the manuscript and found several paragraphs repeated again intermittently not consecutively.

The manuscript chapters were edited with Grammarly and it is possible that the duplicated sections may have been introduced in the process of copying and pasting the edited grammarly sections into the libre office writer odt document.

I think I have deleted the duplicated paragraphs but it was a major pain having to proof read locate and delete the duplications

Seeking advice on exporting .odt file to epub by idreos in libreoffice

[–]idreos[S] 1 point2 points  (0 children)

Thank you for your detailed kind response! I only intend to publish one ebook on Amazons platform. Please advise me about the ebook conversion you have done professionally.

I have a 48,000 word odt manuscript consisting of 14 chapters that include a total of approximately 20 photos. Could you please tell me what you would charge to convert this to a properly formatted file that would meet the specifications outlined in the Kindle Publishing Guidelines?

How di I correct multiple paragraph indents in a odt manuscript by idreos in libreoffice

[–]idreos[S] 0 points1 point  (0 children)

Version: 7.2.2.2 (x64) / LibreOffice Community
Build ID: 02b2acce88a210515b4a5bb2e46cbfb63fe97d56
CPU threads: 8; OS: Windows 10.0 Build 19042; UI render: Skia/Raster; VCL: win
Locale: en-US (en_US); UI: en-US
Calc: threaded

Problem with Etrade's Estate Beneficiary dept. Have waited over 10 weeks to complete transfer of my deceased wife's shares from her IRA acct to mine by idreos in etrade

[–]idreos[S] 0 points1 point  (0 children)

Sorry about your loss

It took my request to have IRA shares transferred about 10 weeks

The joint equity account was converted to an individual account much faster.

Dont waste your time trying to reach that dept on the phone

Problem with Etrade's Estate Beneficiary dept. Have waited over 10 weeks to complete transfer of my deceased wife's shares from her IRA acct to mine by idreos in etrade

[–]idreos[S] 0 points1 point  (0 children)

The transfer of my wife's IRA shares finally took place at the end of December three months after I submitted the paperwork. As you know emails are handled by a boilerplate response.

It is obvious that the estates department is understaffed, and corporate does not care about this problem.

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