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clsizemore  Charles

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  • marlonm 2015-03-22 09:54
    Mr. Sizemore, I read your article on the tax treatment of the KMP sale and disagree with your guidance. Your suggestion would have significantly different tax implications so it is my hope that you will address my question. In your article, you state "You can find the correct sales proceed amount for box 4 by looking at line L on the K1 statement. It will be the second-to-last line, “Withdrawals and distributions.” This statement is in direct contradiction to the Sales Worksheet instructi ...
  • marlonm 2015-03-22 09:48
    Mr. Sizemore,
  • bbadwolf 2014-02-24 13:14
    Charles, why is it that I (retired) have my pension income taxed as income per IRS yearly filings, and pay federal income tax on it (Washington State), but I am unable to contribute to an IRA because they say that I have no income, so therefore unable to participate in an IRA account?  I am currently 57 y/o and retired at 55 y/o.  Any guidance on this is appreciated.

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