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Personal Finance (Not Investing) • Tax Advice for My Recently Retired Parents

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Thanks Sailaway. They have a very large LTCG that will definitely put their 2024 tax liability significantly above their 2023 tax liability. Thus, I wanted to confirm that they could simply pay 100% of the 2023 liability to reach a safe harbor and then settle the remaining liability at tax time.

Statistics: Posted by PHOZ — Thu Mar 07, 2024 6:00 pm — Replies 4 — Views 329



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