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1answer
7 views

How do I document “cash” disbursements from an HSA?

Fairly simply question here - I had a (HealthEquity) Health Savings Account last year and, due to changing jobs, switched to a traditional plan just before the end of the year. Most of it was fairly ...
0
votes
0answers
6 views

Initial price of a forward contract

Given that the payoff of a forward contract with strike K and maturity T has the payoff ST - K, how do I prove that the initial price of this contract is S0 - K*B0? I know that the strike price of a ...
1
vote
1answer
18 views

Can you un-enroll from 401k at any time?

Can you un-enroll from 401k at any time? Or is it like health insurance where you are locked into it until open enrollment periods?
0
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1answer
26 views

What means “with the DJIA at 892”?

The question says it all: What means "with the DJIA at 892"? Thank you very much.
0
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1answer
26 views

Does the concept of non-outstanding shares exist?

Is there such a thing as "non-outstanding shares"? I ask because I'm trying to understand the relationship between market capitalization, outstanding shares, stock buybacks and ownership in a ...
0
votes
1answer
4 views

DTAA applicable when an Indian owns a C Corporation in US?

I'm an Indian citizen residing in India. I'm getting ownership in a US C Corporation based on my contribution in the product development. There will be no capital investment from me. I'm negotiating ...
1
vote
1answer
23 views

Can't see Balance in 401k account

I put about $400 into a 401k account, but the balance still says $0. Likewise, the vested balance is also $0. Why is this?
0
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0answers
8 views

french citizen living and paying tax in Germany : taxes applied to owned French bank accounts?

I am french citizen, but living and working in Germany. I pay taxes in Germany. I have with a French bank a "livret development durable" ("sustainable development bank account") on which interests are ...
0
votes
1answer
21 views

Do I need to register as a sole trader with HMRC to open an Etsy shop? (UK)

I'm very confused about this Hobby Business Tax thing. I want to open an Etsy shop to start selling my photo prints online. I wouldn't be doing the printing, Whitewall would, but I would be selling my ...
1
vote
1answer
16 views

W2 Copy A different then Copy B & 2 & C?

I received my W2 form in the mail from my employer. There is a Red form that apparently is called 'Copy A'. Then there is the standard black and white form with Copy B, Copy 2, and Copy C on it. The ...
0
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1answer
15 views

Tax Document Shows Adjusted Cost Basis Increasing Past Stocks Original Purchase Price Upon Selling

Why does the adjusted cost basis increase past the stocks original purchase price upon selling in my tax document? There seems to be some discrepancy between my transaction history and my tax document....
0
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0answers
56 views

Is it illegal to destroy a check? [closed]

If someone destroys a check they could have easily returned are any damages incurred? Since it's a cashier's check isn't it the bank's property?
0
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0answers
17 views

Reversing an IRA contribution?

I contributed $6,000 to my IRA last year but turns out I made too much money to be able to deduct IRA contributions. I've read that I can reverse an IRA contribution if I withdraw the money before ...
0
votes
1answer
36 views

Holding companies to cancel out profits?

I have two companies: Company A is established and makes about 20k in profits Company B is lost 8k last year since it's new. If I were to create a holding company, Company C, and owned both ...
1
vote
1answer
27 views

I'm seeing an out of network provider for physical therapy

I'm seeing an out of network provider for physical therapy. They told me I pay nothing and once I get checks from my insurance company, I sign them over to them. I received some checks and on the EOB ...
2
votes
1answer
38 views

Is interest “earned” in an HSA even without taking any distributions?

I live in California. During 2019 I contributed to a Health Savings Account; I didn’t take any distributions. I’m reading the 2018 instructions for Schedule CA—the 2019 instructions don’t seem to be ...
1
vote
1answer
28 views

Why can't Bill Pay payments be scheduled with savings accounts with some banks?

Why can't Bill Pay payments be scheduled with savings accounts with some banks? For example, the Bill Pay at bank of America doesn't the users to schedule payments with saving accounts:
2
votes
0answers
55 views

Life insurance documents sent to wrong e-mail address. What are my options?

Some time ago I applied for life insurance online, and to my utmost incredulity (it never happened since I started using the Internet) apparently I misspelled my own e-mail address. A host of ...
0
votes
1answer
19 views

1099-MISC for dependent

My 16-yo (dependent in my returns) won a science fair competition in May 2019 and received a check for $2000. Last week we received a 1099-MISC with that amount in Box 3. How should I handle filing ...
0
votes
0answers
33 views

401k benefits meaning: 10% of salary deferral subject to first 0.6% of compensation as elective contribution

From the benefits package of a prospective employer: CompanyX contribution: 10% of salary deferral subject to first 0.6% of compensation as elective contribution What does this mean?
0
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0answers
12 views

tax exemption for a partner when one is working abroad all year long but other one stays in US

I have a green card and a US employer who could pay me abroad since we have offices in the EU and Asia. I have been working from these offices in EU and Asia for the past 6 months and came back a week ...
0
votes
1answer
28 views

Missing candle stick on the GOOG stock market chart

On the 14th of February 2020 at 12.30 noon, there is no 1-minute candle stick on the GOOG stock market chart. It jumps directly from 12.29 to 12.31 I check on Yahoo finance and TD Ameritrade. Both do ...
-1
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0answers
46 views

How did Intuit Mint get my information?

I opened up an Intuit Mint account 10 years ago when I was in college. At the time I had one bank account (checking) and one credit card. I've since canceled that card and rarely use that checking ...
2
votes
0answers
24 views

Canada Pension Plan Transfer

I have lived for three years in Canada, and made three contributions to the CPP. I now live in Switzerland and do not plan to return to Canada ever. Is there any way to transfer these contributions ...
1
vote
1answer
28 views

Do I enter only the latest (corrected) 1099?

MY brokerage account sent me the first 1099 about 10 days ago, I entered it into my tax software, but did not file my taxes yet. Last night I received a corrected version. Do I just have to enter the ...
0
votes
1answer
62 views

Long term government bonds and their relation to inflation [closed]

Thought not possible to model mathematically, inflation is clearly a factor when it comes to the market price of a bond. I can think of two ways in which it enters. Let me know whether these are true ...
1
vote
0answers
31 views

Can I expect a prorated reimbursement from an early termination of my auto insurance policy?

If one cancels their insurance policy early during their prepaid coverage period are insurers supposed to credit/reimburse the prorated amount actually utilized of their coverage? I'm looking to ...
0
votes
0answers
14 views

Why the [Name and Address of Reporting Person] and [Signature of Reporting Person] are not the same in this SEC filing?

https://www.sec.gov/Archives/edgar/data/1237860/000141809120000032/xslF345X03/wf-form4_158172921860528.xml In this sec filing above. The name of reporting person is someone named ROSENBLATT DAVID S ...
-3
votes
0answers
32 views

Paypal wont allow me to check my balance ive tried everything [closed]

Paypal will not allow me to see my balance. Iv'e done everything. It keeps saying that i need to update my paypal and it wont let me do that either. Im getting frustrated.
0
votes
0answers
15 views

How to calculate how much stock a company can buy back (factoring in liquidity) and how much they have bought back per quarter?

Is there a way to tell / estimate how much stock a company has bought back during a given period and at what price (I get that you could infer amount by comparing shares on the balance sheets between ...
0
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0answers
17 views

How can I see splits relevant to an account, not just the parent transaction?

I commonly group purchases or invoices into transactions and then show the individual components as splits in gnucash. I don't know if this is the right approach, but suppose I go shopping, I might do ...
-2
votes
0answers
49 views

Who has invested in apartments as a passive investor? [closed]

What returns are standard cash on cash wise? Better to use cash or an IRA ? Why? Do you try out different sponsors? Are you accredited? Do you have to be? Your deals are going the best in what ...
1
vote
2answers
37 views

Is there a combined Social Security wage base limit for married/joint returns?

I know that the wage base limit for 2020 is $137,700, but that is for one person. Is there a different limit for married couples filing jointly (e.g. double the $137,700 = $265,400, or something else)...
1
vote
0answers
25 views

What is the most advantageous way to transfer money from a USD PayPal account to a EUR or GBP bank account [closed]

By "most advantageous" I mean the way that will incur the least charges, and enjoy the most favourable exchange rates. Would it be better to transfer the USD PayPal balance to a EUR or GBP balance in ...
0
votes
1answer
49 views

Significant (75%) End of Day jump in option price

I am fairly new to option trading so am having a hard time making sense of this... I had a $10 put option for VIVO with 02/21/20 expiration. As viewed in the Robinhood app, the option jumped from $1....
0
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0answers
29 views

Triple A bond fund and interest rate risks

Suppose we have a bond fund with an average rating of triple A and a duration of 5 year. Is it reasonable to use the 5 year government bond yield as the rate affecting the value of the fund via the ...
-1
votes
2answers
136 views

Why not sell this set of stocks and purchase at the new price later?

I'm a 28 year old college grad who set up a Roth IRA a year or so ago and I've noticed that my long-term stock positions within it have a combined +$102.28 in potential profit. Every position is long ...
0
votes
0answers
13 views

Draw Gann Fan in TradingView

I want to draw Gann Fan on trading view. I know that I must draw a trendline with 45 degrees. I use trend angle for that purpose. If I resize the chart 45 degress should be change. Should I block the ...
1
vote
1answer
20 views

Capital gains tax for US NRIs for stocks/MF in India

I am an NRI who is a tax resident of USA. I use TurboTax to file my taxes. Irrespective of the filing software, can someone help me understand my tax liability as well as reporting for MF redemption? ...
-1
votes
0answers
76 views

Why is Tesla suddenly missing from google finance results? [closed]

I am in the UK and I have noticed in the last couple of days that the Tesla Stock price was missing from Google Search Results. I delved a bit deeper and tried to search on google finance and it ...
0
votes
0answers
29 views

IPO - Investment Banks - Stock Exchanges

Can anyone explain to me, how does a company, an investment banks, and a stock exchange work during an Initial Public Offering. First, the company wishing to go public contacts an IB to study and ...
0
votes
1answer
110 views

How can I prevent Mastercard fraud protection from blocking legitimate purchases?

I have a Mastercard and use it to buy books. I buy a lot of books, over $100,000 per year easily and it is not unusual for me to buy, say, $5000 worth of books on a single day from multiple vendors ...
1
vote
1answer
107 views

Can a company just keep giving stock offerings or is there a limit?

Just trying to grasp if there is a limit to stock offerings or if a company can just keep choosing to dilute its shares? Not sure how it works, when they open the company do they say there are (for ...
0
votes
1answer
77 views

Is an iOS app sale considered taxable income? [duplicate]

This year I sold an iOS app to a company in Sweden. I was wondering how taxes work 1 with a mobile app sale? 2 how does it being an international transaction affect its taxation? (I’m in the United ...
1
vote
2answers
341 views

35 years old and I inherited 200k. What should I do?

I’m 35 years old with no children. My grandmother left me $200k and I’m not sure what are the best steps to take. Do I stay with my bank? Should I get an accountant or financial advisor? I want to ...
0
votes
1answer
160 views

How much should you put in a 401k plan?

I am making ~$145,000 per year and was wondering if it is wise to contribute 12% pre-tax to my 401k? Is this too much? Is there any disadvantage in contributing nothing? I am already well off (come ...
1
vote
0answers
58 views

What tax is owed on money inherited from the US, by a UK citizen?

A deceased aunt of mine who has lived in the US for most of her adult life (50+ years) has recently passed away and left a sum of money in an investment bank (schwab) to be divided up among 4 cousins. ...
0
votes
1answer
31 views

How to get a transfer out form from NOW Pensions

My old employer chose NOW Pensions as the auto-enrole pension (despite a 1.2 star rating on trustpilot.com) and now I want to transfer the money accrued in that account to my current pension. I've ...
2
votes
1answer
50 views

How can avoid I withholding tax on global REITs

I only have UK REITs in an ISA at the moment. Can I get exposure to other countries REITs directly or indirectly without withholding tax being taken at the source? I want to increase diversification ...
0
votes
1answer
34 views

Salary packaging in Australia

How does salary packaging work in Australia (2020)? Is it effectively just a tax deduction for high ongoing vehicle costs? (For example, to determine whether salary packaging is a personally ...

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