26
Feb
Common tax mistakes when you DIY (or use Turbo Tax)
Description
Topics covered include:
- Backdoor Roth/Mega Backdoor Roth and 8606 filing
- Estimated tax payment strategy to avoid penalties and interest
- Equity compensation vesting, selling, reporting and tax optimization strategies
- Investment income reporting and filing
- Common mistakes for business owner, such as missing QBI, K1 filing, and expense claim
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Turbo Tax is not affiliated or endorsed by LPL Financial or Taurus Financial.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Date and Time
Wed, Feb 26, 2025
3:00p - 4:00p EST