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

Can you contribute mutual fund shares to a traditional or roth IRA? Specifically, if you have 2,000 shares of .... ... read on

Can my client that has a Roth IRA and Traditional IRA rollover, make non-deductible traditional IRA contributions and only convert .... ... read on

Are mutual funds or exchange traded funds (ETFs) more tax-efficient? ... read on

Is an employee eligible to contribute to a health savings account (HSA) when their employer pays the premiums for their .... ... read on

If an individual that was in the US on an L or E visa receives a social security number (SSN), .... ... read on

My spouse and I live in California and we're older than 65 and are in the 33% ordinary income tax .... ... read on

If I work outside of the US, but my family remains in the US (Maryland), do I still have to .... ... read on

We contributed too much to a 2013 IRA as our adjusted gross income exceeds the limits. What steps must .... ... read on

I am an accountant. An attorney has recommended that my clients make their life insurance owned by and beneficiary to .... ... read on

When my elderly mother passes away, how will the beneficiaries need to account for the inherited Roth IRA? Will .... ... read on