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jrbooks
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About jrbooks
  • Thanks for the link, Maha. That's a great example, and the table on page one is exceptionally revealing. My concern would be that the rules have been subsequent...
    jrbooks
    1
    Updated Jun 09, 2022
  • Maha - can you find a citation for that? I haven't been able to find anything that didn't give a fairly strict timeline for the transfer, particularly for unmat...
    jrbooks
    3
    Updated Jun 09, 2022
  • It is unfortunate that this rollover didn't occur in 2018 or 2019. It would have been much simpler then, and there was no need to wait unless there were probate...
    jrbooks
    5
    Updated Jun 09, 2022
  • You may be running into "kiddy tax" on this, regardless of the amount. It all depends upon the source of the dividends. If they are from a private corporation (...
    jrbooks
    Updated May 17, 2022
  • It's the 45(2) election which has to be filed at the time of year of use - when a property goes from principal residence to rental/commerical. And there's a tim...
    jrbooks
    Updated Apr 30, 2022
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