Personal Finance (Not Investing) • how to find (or calculate) marginal tax rate.
It doesn't appear to have a line on the 1040?Statistics: Posted by ekid — Mon Apr 08, 2024 1:14 pm — Replies 6 — Views 163
View ArticlePersonal Investments • Is this a good idea?/Who to consult regarding private...
I am considering purchasing a family member's home from them while they remain in the home until they eventually move out (to a facility or upon death). I am looking to increase my rental portfolio in...
View ArticlePersonal Finance (Not Investing) • estimated tax payment slips
Are the slips for estimated tax payments really necessary when sending in a check? Or is it enough to include the tax year and your SSN on the check?I ask b/c my bank's bill pay could handle that...
View ArticlePersonal Investments • Vanguard ETFs or mutual funds
Hello kind Bogleheads. I've been investing with Vanguard for years. I'm hoping you can help with something that I'm pondering.Here are my current target allocations:~21% BND (ETF) (in nontaxable...
View ArticlePersonal Finance (Not Investing) • Formula to Divvy Up Taxes Post-Divorce?
Divorced. My ex and I are on friendly terms. 2023 was the last year of having a dependent. If I file as head of household, with our daughter as my dependent, then between us both, we will pay $1,164...
View ArticlePersonal Consumer Issues • Ford truck slow fuel filling problem
For several years a 2005 F150 truck has not taken on fuel well. The flow has to be really slow, held by hand, in order to fill up. On any of the click and walk away settings the thing trips. I've...
View ArticlePersonal Finance (Not Investing) • Trust Distribution Tax Question
I'm the Trustee of a Trust for a close family member. Here are ballpark numbers. The Trust holds assets with a value of about $150,000 and a cost basis of about $100,000. So, if I were to liquidate...
View ArticlePersonal Investments • Tax Question - Irrevocable Trust - Cap Gains
If generating LT (and some ST) cap gains in an irrevocable trust for the purpose of rebalancing, is there any way to avoid paying cap gains taxes?I thought I read somewhere that rebalancing in an...
View ArticlePersonal Finance (Not Investing) • Have not filed taxes since 2017
Helping sister and BIL who have not filed taxes since 2017.They are very unorganized and and don't have any of their documents available so all i have to go on is wage and income transcripts from IRS...
View ArticlePersonal Finance (Not Investing) • Question about what tax year a K-1 should...
We received a K-1 form from an estate trust. The form arrived after the March 15th deadline. We already filled for 2023The form shows tax year from February 2023 to January 31st 2024. Because of the...
View ArticlePersonal Investments • Old pension question
My brother recently filed for social security benefits.During a call the SSA office informed him that an old employer reported an old lump sum amount for a pension he was vested in from 1991 in the...
View ArticlePersonal Investments • Set & Forget Portfolio
With all the VOO vs VTI talk...I settled on VTI for my main ETF. To pair with this, I found a few others...here is my breakdown.VTI 53%SPGP 11%SOXX 11%AVUV 11%VEA 11%ST Bonds 5%The thinking is that...
View ArticlePersonal Finance (Not Investing) • Ohio 2024 Estimated Income Tax Payments
I just spent over an hour on the Ohio Income Tax site trying to set up my 2024 estimated tax payments. My Ohio 2023 tax return was previously submitted through TurboTax and accepted. TurboTax provides...
View ArticlePersonal Investments • Asset Allocation Without Tax Consequences?
Hi Bogleheads! Okay I am admittedly not the savviest investor which is why I thought you all would have good advice on what to do in this situation...I have a taxable Vanguard mutual fund that is 100%...
View ArticlePersonal Investments • Portfolio Review - 37M, MFJ, 2 kids, WA
Emergency funds: YesDebt: ~895K mortgage debt at 2.75%, 30yr fixed, 27 years leftTax Filing Status: MFJ (Married Filing Jointly)Tax Rate: 35% Federal, 0% StateState of Residence: WAAge: 37Desired...
View ArticlePersonal Finance (Not Investing) • Concerning energy rebates, is the IRS...
https://www.journalofaccountancy.com/ne ... -says.htmlIt reads to me that the IRS has identified that two specific home energy rebate programs won't be considered taxable income for recipients.The...
View ArticlePersonal Finance (Not Investing) • i401K conbtributions
Sorry, having a brain fart.I have an LLCI'm on the page 'Your Retirement Contributions' in TT. The different fields are...Individual 401K $30,000 (Ok, that's what I've contributed so far, including...
View ArticlePersonal Investments • Kroger Stock (KR) Percentage of VTI
Is there a place that publishes the weight of each stock in the CRSP US Total Market Index?According to Morningstar, the market value of KR is $39.86 Bil.According to crsp.org, the market value of the...
View ArticlePersonal Investments • Confused about IRA Recharacterization and Backdoor Roth
Our married filing jointly income was just high enough this year that I felt it was worth it to contribute to a Traditional IRA vs Roth for the first time for the tax deduction. I made one...
View ArticlePersonal Finance (Not Investing) • Paying workers via credit card
I have a small business and currently pay most of the contracted workers through Paypal Business. I've linked my business account to Paypal and payments are made via ACH through this. It crossed my...
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