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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...
    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...
    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...
    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 (...
    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...
    Updated Apr 30, 2022
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