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I have three K-1's from passive activity investments that all have Box 13, Code W amounts and the descriptions are kind of similar: 1. "From pass-through entities"2. "OTHER DEDUCTIONS FROM PASSTHROUGH ENTITIES"3. "OTHER DEDUCTIONS FROM SCHEDULE OF AC... read more
bananapple ‎Posted 4 weeks ago
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I was thinking about opening a fidelity brokerage account next year, and I was looking for a general guide of what I need to keep track of with my TurboTax account. I read that TurboTax Premiere can link and import to brokerage accounts. Does this au... read more
dh103 ‎Posted July 31, 2020 | Latest post September 17, 2020 by fanfare
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What the best online cost-basis strategy/calculator for funds held for many years and sold all? NetBasis is not giving me the answers I want this year.
Fretworn ‎Posted July 13, 2020 | Latest post September 17, 2020 by fanfare
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In Nov of 19, I cashed out all of my stocks shares (2266) in an investment account that I have had for roughly 30 years. I have not contributed to the account for over 20 years, it just kept building up on its own. I received a 1099-B which 851 share... read more
SteveS58 ‎Posted June 26, 2020 | Latest post September 17, 2020 by fanfare
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Hi! If today I sell an uncovered Put with an expiration date of January 21, 2022 for $100, and then close out of this position on January 21, 2022 with a $100 profit, how will this profit be taxed when I file my taxes for the year 2022? As ordinary i... read more
nomad_dt ‎Posted August 5, 2020 | Latest post September 17, 2020 by fanfare
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My brokerage has identified a wash sale in the trading of a security. The progression was as follows: 1. Buy 1000 of Stock X at $2.482. Sell 1000 of Stock X at $2.523. Buy 300 of Stock X at $2.53 The purchase of the 300 shares apparently generated a ... read more
cc99283 ‎Posted July 30, 2020 | Latest post September 17, 2020 by fanfare
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I contributed $6000 to my Roth IRA in 2019. It turns out I wasn't eligible to contribute any for 2019. I had my broker move the excess to my 2020 contribution (for which I am eligible) on Sept 10th 2020. My account is worth less than it was before I ... read more
chris39 ‎Posted September 14, 2020 | Latest post September 17, 2020 by fanfare
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30 years ago I bought a rental propety20 years I did a qualified 1031 exchangeNow I am selling the 2nd buildingOn my exchange agreement from 20 years ago there is a $ amount called "Relinquished Property Equity" Is this amount the basis that I should... read more
mbardshore ‎Posted September 14, 2020 | Latest post September 15, 2020 by mbardshore
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Hello Experts, I participate in my employee sponsored 401K and my AGI exceeds the limits specified for Roth IRA.Can I open an Traditional IRA account though two conditions are true:- Participate in 401K-AGI >= limits. I understand that I may not be a... read more
cspfire2024 ‎Posted September 6, 2020 | Latest post September 6, 2020 by cspfire2024
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If one maxed out there traditional IRA contribution for 2020 while also putting 5k into their employer 401k plan in 2020, can one rollover the 5k in the 401k into the IRA in 2021 and not have it count against their 6,000 IRA limit?
CaliQuestions ‎Posted August 16, 2020 | Latest post August 28, 2020 by Opus 17
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The company I work for was providing a 5% match. I invest well over the 55 match but they have recently canceled the match like a lot of companies. I have reduced it to 5% even without match to boost my savings and build up money in my brokerage acco... read more
MustLoveSubies ‎Posted May 23, 2020 | Latest post August 5, 2020 by macuser_22
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What's the most logical way to pay for college tuition if you expect to pay it in the coming years? Is it best to withdrawal from 401k account? Or open a 529 account? Or do nothing? Or something else? Thanks!
sum_student ‎Posted June 30, 2020 | Latest post August 5, 2020 by Opus 17
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I'm interested to learn more about the benefits of reinvesting capital gains into a QOF, as well as the timeframe to reinvestment into a QOF from gains having been realized - must it all be done in the same year, or is there something comparable to 1... read more
Curious One ‎Posted November 21, 2019 | Latest post August 1, 2020 by tagteam
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I have to mail my state tax return,   I don't know what forms to mail. 
Marvin629 ‎Posted October 12, 2019 | Latest post July 15, 2020 by DoninGA
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WA state where homestead exemption is $125000. Now if someone owns a single family house worth $220000 and worried about potential lawsuit.He is considering putting this home in to a LLC. Can someone explain what are the advantages and disadvantages?... read more
curious4913 ‎Posted June 14, 2020 | Latest post July 15, 2020 by chuck1234
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