Personal 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...
View ArticleNon-US Investing • UK workplace pension from 1990's
Hi everyone,Life for me has been quite an adventure but now in my 40's, I'm starting to consolidate life & be more strategic about pensions etc. I worked for a lab at Unigate Dairies in Wales in...
View ArticleNon-US Investing • Is there a European version of Vanguard?
My wife is from Austria. We are married in the US and most of our investments are in Vanguard index funds stocks and bonds. We are very classic Boglehead investors.She recently inherited a small chunk...
View ArticlePersonal Investments • Help me understand my Fidelity 401(k) plan fees
I'm considering rolling a pretty large amount from my Vanguard IRAs to my Fidelity 401(k) plan but wanted to get a better understanding of the plan fees first. In the "Required Disclosure Information"...
View ArticlePersonal Finance (Not Investing) • Foreign assets - IRS form 8938 and FBAR
I am a US citizen living in California, USA. Filing MFJI have :1) Foreign bank checking account with an ATM pass that I use when traveling in the Netherlands. Funds never exceed $10K and no interest...
View ArticleInvesting - Theory, News & General • Meredith Whitney makes a bold...
Whitney isn’t suggesting property prices will suddenly plunge across the U.S. within the next couple of years, but she does believe some markets will be better for buyers, while others will benefit...
View ArticlePersonal Consumer Issues • Do you use a second refrigerator/freezer?
We are transitioning to a new (to us) home which comes with a supplemental side-by-side refrigerator freezer in the garage. When I was growing up we had a freezer in the garage for storing frozen...
View ArticlePersonal Investments • Unwinding equity linked notes
Good evening, everyone.I'm trying to unwind some of the stuff my wife's previous money manager did, and specifically three separate equity linked notes.They are spitting out decent money, 7.5%, but...
View ArticlePersonal Finance (Not Investing) • Car ownership and liability
Looking for options to clear up some muddy water. My now DW financed a car, in her name, in 2021 for her father to drive. All payments have been and are intended to be paid by my FIL. Now that my DW...
View ArticlePersonal Consumer Issues • Nikon Z autofocus question
Hi everyone. I shoot a Nikon Z8 with 24-70/2.8 nearly all the time. I don't shoot enough but that's my rig. I love the look of infrared photography. Adding a lens filter on the camera is not really...
View ArticlePersonal Finance (Not Investing) • go on Medicare, cancel ACA but keep dental?
I'm going to be eligible for Medicare this year and will want to cancel my ACA health coverage. But Medicare doesn't provide dental benefits. Can I keep my dental plan that I enrolled in when I...
View ArticlePersonal Finance (Not Investing) • House purchase questions
My wife (32) and I (35) are hoping to buy our first house in the coming months, and are somewhat torn about what we can afford.Currently, annual salaries are 160k (him) and 86k (her). His salary is...
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