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Scenario: W2 Income for Q1 only (retired for example; Dividends, Stock sells, and Roth conversion for Q4. Estimated tax payments are very small for Q1, Q2 and Q3 with 90% of the estimated payments happening in Jan covering Q4. You slightly overpaid in either withholding or estimated taxes and are due a small refund - let's…
I was wondering why I was getting such a big tax refund for my state taxes and after mulling it over - this is after I filed - I looked back and realized that the software never brought over my IRA distributions. There is a form to enter these but the software never filled it in. This means my filing is incorrect. And I…
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