Personal Finance (Not Investing) • Easiest way to correct 8606 after filing
We’ll, I was so happy to finish and file my taxes today using TurboTax, but now kicking myself after discovering an error on my and spouse’s 8606's. We both did very small Roth conversions this year...
View ArticleInvesting - Theory, News & General • Help me understand TIPS...
I think my understanding of TIPS is incomplete.First, I'll start with I-Bonds as that is easier to understand and I think I have it down correct. Let's say I buy an I-Bond with 1% fixed rate. At...
View ArticlePersonal Finance (Not Investing) • Bank of America - Credit Card Fraud?
Hey folks:A break from all the tax posts...I was speaking with an older relative today, and learned that they had just been issued their 3rd BOA replacement credit card due to unauthorized charges...
View ArticlePersonal Consumer Issues • Yellow Stone trip - Advice
Hey Bogleheads,I and my other half are planning to visit Yellow Stone national park.My calendar is completely open and can visit any time - no issues.What is the best time to visit (best time meaning...
View ArticlePersonal Finance (Not Investing) • Trust distributions from principal?
Why would a trustee of a special needs trust elect to make distributions from principal instead of income?Statistics: Posted by startabatha — Sun Feb 18, 2024 10:08 pm — Replies 7 — Views 385
View ArticlePersonal Investments • What return should I target to plan for retirement
Hello allI am trying to figure out what RoR I should aim for on my savings to be well positioned in retirement. I made a simple excel model to estimate this, and am looking for feedback if this...
View ArticlePersonal Finance (Not Investing) • Can you pro-rate Kaiser fees when...
I can't seem to get a clear answer from the Kaiser info line about this scenario:I have a 2 day gap between when my monthly Kaiser bill is due, and when my medicare starts.Since I pay over $1,200 a...
View ArticlePersonal Finance (Not Investing) • Should I move my IRA to 401K to allow...
Having been lurking for years but somewhat shy to include my numbers; sometimes I think there is a lot of "humblebragging" on this forum I didn't want to add to- like "I have 21 million in the bank;...
View ArticlePersonal Finance (Not Investing) • 44 / single - anything else I should be...
Like subject says, 44 / single / no kids / VHCOL - live with S.O. but we do not share any financial accounts.Income: ~$420k/yr (it’s about double what it was a few years ago and wayyy more than it was...
View ArticlePersonal Finance (Not Investing) • valuing a house / life estate for gift tax...
My mother created a Life Estate last year for her house as part of Medicaid planning. I'm doing her taxes for the first time this year, and I'm trying to get the gift tax return done. I understand...
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Personal Finance (Not Investing) • FreeTaxUSA and Form 8606 Help for Unique Case
I am filling out my taxes on FreeTaxUSA and I needed some help regarding creating Form 8606. I had asked for advice on my situation earlier; if anyone is curious to read, the post is:...
View ArticlePersonal Finance (Not Investing) • Tax exempt dividends on tax form?
I'm in the middle of doing taxes for a 90 year old relative. Using TurboTax I dutifully added her social security and interest income, then she also has a 1099-DIV on which there's a listing for "Tax...
View ArticlePersonal Finance (Not Investing) • Removing SMS Text 2FA Option for Wise Account
I am hoping to use my Wise card and account as source of cash while traveling in Asia. I have set up my 2FA so that it defaults to Google Authenticator. However, the main menu allows anyone logging in...
View ArticlePersonal Finance (Not Investing) • If you have a W-2 remote job... move to...
This seems like a sure win scenario, what am I missing? According to my research, if you move to Puerto Rico (really stay there for >6mth), you pay no federal tax and a flat 4% PR income tax....
View ArticlePersonal Finance (Not Investing) • 1099 R for pension box 7 distribution code
I retired with a pension at the age of 57. Box 7 on my 1099-R has always had code 2. Just curious, I'm now 64 and would think that the code would be 7 in Box 7. I qualified for an unreduced pension...
View ArticleInvesting - Theory, News & General • Why brokerage don't support Short...
Hi fellow users,I have noticed on fidelity and Tastyworks, I cannot place Short sell as primary order in (OTOCO One Triggers Other Cancel Other).They allow only Buy as primary order.This is not...
View ArticlePersonal Finance (Not Investing) • confused about qualified dividends are...
My 1099-DIV from Fidelity shows $13,520.11 in box 1a and $10356.72 in box 1bMy understanding/expectation is that it means that I received $13K total dividends, $10K of which are qualified.So I...
View ArticlePersonal Consumer Issues • Unable to disabled cross site tracking for safari...
I buy treasuries every week using a MacBook mini. In order to do this I must I must toggle disable cross site tracking in Safari. It’s very easy on the Mac.Now I don’t have access to the Mac for this...
View ArticlePersonal Investments • reporting of treasury interest and tax software
I recently discovered that Vanguard reports interest on treasury bills/bonds/notes on a 1099-INT rather than a 1099-DIV. Normally for a mutual fund which holds treasuries, there is a TT interview...
View ArticlePersonal Finance (Not Investing) • Waiver of Bond by Heir or Beneficiary...
If a sibling dies without a will and one of the siblings who manages the probate (through an attorney) on behalf of other siblings request the Waiver of Bond by Heir or Beneficiary (DE-111(A-3e)), is...
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