About withcare

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Re: E*Trade 1099-B Import is missing data

I also have a Schwab account, but even after allowing 3rd party access, I get error 902.

withcare

Updated Feb 19, 2021
Re: E*Trade 1099-B Import is missing data

Same for me for Chase. On one account, I had 21 sales across six stocks. It only imports six sales, basically the first (oldest) lot of each, ignoring any subse...

withcare

Updated Feb 19, 2021
Re: NY State tax starting amount off by almost 25%

Hi DawnC,I didn't know about and hadn't noticed the warning in line 3 on worksheet 7 on page 59 of the IT-201 instructions. Basically, $50K into the top bracket...

withcare

Updated Jan 29, 2021
Re: NY State tax starting amount off by almost 25%

The joys of being in the top bracket:https://www.bogleheads.org/forum/viewtopic.php?t=247046It is a good problem to have and not a bug, but I still think TT cou...

withcare

Updated Jan 29, 2021
Re: NY State tax starting amount off by almost 25%

I figured what's wrong: the effective tax rate is exactly the same as the marginal tax rate. In other words, it's applying the marginal tax rate to the entire i...

withcare

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Updated Jan 29, 2021

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Date Registered	‎January 22, 2021 10:59 AM
Date Last Visited	‎February 27, 2021 6:53 PM
Total Messages Posted	8

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