., former employer 401k) to a solo 401k are not reported on Form 5498, but rather on Form 5500-EZ, but only if the air market value of the solo 401k exceeds $250K as of the end of the plan year (generally 12/31);When funds are rolled over or transferred from an IRA or 401k to a self-directed IRA, the amount deposited into the self-directed IRA is reported on Form 5498 by the receiving self-directed IRA custodian by May of the year following the rollover/transfer.Rollovers (provided the 60 day rollover window is satisfied) from an IRA to a Solo 401k or self-directed IRA are reported on lines 15a and 15b of Form 1040;Pre-tax IRA contributions on reported on line 32 of Form 1040;Pre-tax solo 401k contributions are reported on line 28 of Form 1040;Roth solo 401k funds are subject to RMDs;A Roth 401k may be transferred to a Roth IRA (Note that from a planning perspective, it may be advantageous to transfer Roth Solo 401k funds to a Roth IRA before turning age 70 ½ in order to escape the Roth RMD requirement applicable to Roth 401k contributions including Roth Solo 401k contributions and earnings.)

Looking to find best property management software program that is compatible with QB Online or other QB formats. 

I've been buying tax liens for some time now (off and on, now I'm Very On) and have used Excel up to this point. Excel has become cumbersome for the numbers and status of the certs.  Some redeemed, what phase of redem...

Seasoning for Refi is mostly just applicable if you're looking to count the rental income towards qualifying income for the refi mortgage.

There is about $1,200 per unit in salary and $300 for office expense (accounting, software) so that gets you to $3,200 best case scenario unless you go replace toilets and fix leaks yourself. 

Hi.I'm scanning online at all these CRM programs and softwares, and I'm curious to know if they are a "must".Is there another type of peogram out there that can track all your clients names, contact info, what they're seeking, and a scheduled calendar?

The three exemptions listed are  Any portion of the 5-year period ending on the date of the sale or exchange after the last date you (or your spouse) use the property as a main home;Any period (not to exceed an aggregate period of 10 years) during which you (or your spouse) are serving on qualified official extended duty: As a member of the uniformed services;As a member of the Foreign Service of the United States; orAs an employee of the intelligence community; andAny other period of temporary absence (not to exceed an aggregate period of 2 years) due to change of employment, health conditions, or such other unforeseen circumstances as may be specified by the IRS.I am trying to figure out if exemption 3 is applicable if you go over 2 years, and you would be trying to figure out how much of exemption 1 applies to your situation.  

I went thru an application process for ameritrade but they wanted my SSN as the 'authorized agent'.  

It's not clear whether this would be possible or whether it would be applicable for your exact needs here, but it's worth mentioning.

@Russell Brazil @Jay Hinrichs Is the same law applicable in New Jersey?