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Not married, but have long term partner and we keep separate finances. We jointly own our home and both are on the mortgage debt. For 12 years, I was in a higher tax bracket, so I deducted 100% of the interest and property taxes while she took the standard deduction. We have a joint bank...

Hi all, I own an investment property which had a $129k mortgage on it at a 4.75% rate. In December, I refinanced the loan on my primary residence to get a 2.625% rate and was able to get cash-out proceeds of $129k which I used to pay off the debt on my investment property. After a little...

I've done back-door ROTHs every year since 2014. For 2014-15, the TaxCUT software generated the Form 8606. I recently noticed when I started using TurboTax in 2016, no 8606 form was generated (perhaps due to my using the software incorrectly). Prior to 2014, I never contributed to an IRA...