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so roth conversion tax planning happened...

I publish illustrative scenarios prepared by my practice. The participants and conversations are fictional. These are not posts by real users, accounts of client experiences or reports of actual results.

Started by deskjockey_34 · Jul 29, 2024 · 905 views · 2 replies

For informational purposes only. This is not legal advice. Laws vary by jurisdiction. Consult a qualified attorney for advice specific to your situation.

deskjockey_34 OP Jul 30, 2024

Looking for advice on a legal issue. Here's what happened.

Roth conversion tax planning. I've been dealing with this for about 2 months now and the situation isn't improving.

I have already consulted briefly with a lawyer but the other party is not cooperating.

Do I have a strong case? What should my next steps be?

WRC

motion_denied_lol_15 Contributor Feb 3

1099-NEC filing deadline: if you paid any independent contractor $600+ during the year, Form 1099-NEC is due January 31. Failure to file carries penalties of $60-$310 per form. Intentional disregard penalty is $630 per form with no cap.

help_user_70 Mar 30, 2026

This is really helpful information. Appreciate everyone's input.

so roth conversion tax planning happened...

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