Updated on December 30, 2018 with new screenshots from TurboTax Online 2018. If you use other tax software, see: How To Report Backdoor Roth In H&R Block Software How To Report Backdoor ...
Latest Blog Posts
How to Report Backdoor Roth In FreeTaxUSA
TaxACT used to be a low-cost alternative to the big two tax prep software TurboTax and H&R Block. However, its pricing strategy changed lately. Now TaxACT is just as expensive or sometimes even ...
When Your 529 Plan Should Be In CDs Or A Stable Value Fund
Selecting investments to match your time horizon is arguably the #1 rule in investing. If you have a long time horizon, you can invest more in volatile investments with a better long-term expected ...
Free International Wire Transfer via Fidelity or Vanguard
It was time to pay a deposit to our tour operator in Kenya for our upcoming trip in January. When you need to transfer money to another country and the receiving party wants the money in their own ...
California and New Jersey HSA Tax Return Special Considerations
After Alabama made its state law conform to the federal law, California and New Jersey are the only two remaining states that don't recognize Health Savings Accounts. After reading my updated Best HSA ...
Best HSA Provider for Investing HSA Money
[Updated in November 2018 after Fidelity Investments started offering HSA to the general public.] An Health Savings Account (HSA) has triple tax benefits: tax deductible contributions going into ...