Tagged Questions
0
votes
1answer
66 views
What else besides fees should I consider in rebalancing my fund portfolio's asset allocation?
My portfolio is currently $10k invested in VWNFX. I also have a 401k (contributing about $13k/year) and an emergency fund. But for the purposes of this question I am just talking about my ...
-1
votes
1answer
91 views
Can a mutual fund have 1099-INT form
In my investment account, there are holdings
in a mutual fund and
in a money market.
The 1099-DIV form of my account has the following nonzero items:
Total ordinary dividends (qualified ...
1
vote
1answer
205 views
Difference between 1099-DIV and 1099-B forms
I was wondering about the differences between 1099-DIV and 1099-B forms.
In the case of mutual funds,
Is 1099-DIV for reporting investment income due to trading of the
securities in a mutual fund, ...
4
votes
1answer
141 views
When you buy mutual funds through a broker, where are the shares held?
This question arises from a previous one regarding managing all one's investments from one screen on a brokerage house's web site, and a recent answer by @Patches regarding segregation of the ...
3
votes
0answers
71 views
Foreign tax credit carryover w/o having filed previously?
I owned VGTSX for years now but only in year 2011 was it a requirement for me to file taxes.
Can I claim foreign tax credit carryovers for past years even though I didn't file taxes during those ...
4
votes
1answer
48 views
Should I have be worrying about selling a mutual fund before keeping it 1 year in an IRA account?
I am considering selling a mutual fund in a Roth account that I have had for less than a year. Since Roth and traditional IRA accounts are tax sheltered and capital gains only apply when distribution ...
3
votes
1answer
151 views
Wash sale rule + Mutual Funds/ETFs?
According to IRS rules, you can't sell a security, take a capital loss on your taxes, and then buy back the same or a "substantially identical" security within 30 days. However, "substantially ...
2
votes
1answer
65 views
Change in taxes with change in residency status in U.S.?
I am on a student F-1 visa in the United States, and have invested in a number of U.S. mutual funds through Vanguard.
Questions:
Do I count as a non-resident alien OR a resident alien for tax ...
2
votes
3answers
120 views
Invest in new mutual funds before the end of the year, or after, in a retirement account?
I changed jobs this year and as a consequence, rolled over my employee 401(k) to a personal rollover IRA. I just completed the rollover earlier this month, and right now the money is just sitting in ...
4
votes
1answer
108 views
Taxes for resident alien investing in mutual funds and money market funds?
As a resident alien working in the US, what kinds of taxes will I be liable for when investing in mutual funds and money market funds?
Some funds are federal, state, or municipal tax-exempt, will ...
3
votes
1answer
194 views
How do I minimize Federal, State, and Municipal tax due from money market funds or bond mutual funds?
I was looking into money market funds and bond mutual funds for some relatively stable investments. Before I make decisions, though, can someone explain under what circumstances would I need to pay ...
