Explore the 1,000’s of tax questions answered by professionals.


Why am I being taxed by South Carolina for money I withdrew from my 401k? I'm older than 59 1/2 .... ... read on

How can I deduct an investment fee charged on a 401(k) account immediately? ... read on

I received an early 401(k) distribution from an old employer's 401(k), which I chose not to roll over. The check .... ... read on

Can I contribute to an outside IRA, if i participate in a 401K plan at work? ... read on

For refinancing purposes, the lender is demanding a presence of a certain amount of liquid assets in my checking account. .... ... read on

I inherited a $32,000 401K from my mother when she passed away. I had to use $13,000 of that money .... ... read on

What is the maximum contribution to a qualified 403b plan that I can make for 2012? ... read on

I have a ESOP retirement plan and I am interested in taking out 20% for a down payment on a .... ... read on

I am withdrawing my retirement funds of $8,000. I understand that John Hancock will withhold 20% for taxes and to .... ... read on

I am retiring soon and would like to take my company supplied retirement in a lump sum. I have a .... ... read on