Recent content by cantare

What is it that I need a license for, and why would it matter if I'm an attorney? I'm representing only myself in a matter that directly concerns me. These are documents that divide marital assets in a manner already agreed to in the divorce petition. They are either court orders (QDRO, RBCO)...

I'm not an attorney (I expect I'd know this answer if I were). I'm a pro se joint petitioner and DIY filer of QDROs & such. I assume there's a simple and entirely standard way of handling these name-change issues, but I don't know the protocol.

Hello. If I am generating court orders for asset division after divorce, and one spouse reverts to using her maiden name as part of the divorce decree, how does one name that spouse in documents? Let's say Jane Doe Johnson and Joe Johnson are divorcing, with Jane changing her name back to Jane...

Hi, back from some traveling. Appreciate the responses already received here. The only info I added to my OP was a correction to indicate that the IRA overcontributed to in TY2014 was non-deductible. I don't know that this matters for the purposes of calculating the penalty, but it certainly...

What I did is simple to relate, and seemed unambiguous (as did the advice I got): On 2014 F5329 Part 3 Line 15, I entered the 5500 excess contribution, for a L16 total of 5500 and a L17 penalty of $330 (6% tax). The subsequent forms for 2015-7 each showed the 5500 as a "prior year excess" on...

:confused: FWIW, that was professional advice... I'm curious what alternatives you see for resolving a belatedly-discovered excess contribution, given that there were no under-contributions in any intervening year. The only other thing suggested at the time, half-jokingly, was to "leave it be"...

What is the name of your state? California For tax year 2014, wife and I mistakenly contributed the double the max amount to a nondeductible TIRA in her name, instead of the max allowable for each of us. Custodian error or ours, we're not sure. (EDIT: I made a mistake in posting initially, the...