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votes
1answer
36 views

How do you go from a belief a stock will be a certain value to choosing a call option?

I'm familiar with stock trading and watching for market news and basic things like that. I have money I'm willing to lose to learn options trading. I have some stocks with earnings reports coming up, ...
0
votes
0answers
11 views

Re-leveraging an investment property vs 1031 reverse exchange

Here is the situation: You own a property with a net-equity (after all fee's involved in selling) of $200k. You wish to use that money to build a investment property on land which you intend to ...
0
votes
1answer
28 views

How are trading platform fees treated in capital gains taxes?

How should I be thinking about platform trading fees when considering my taxable gains on short-term capital gains? For example: Bought at: $75Sold at: $100Trading fee: $10 Is my taxable income $25 ...
1
vote
1answer
34 views

How does the “Subdividing Tax Lots” scheme work?

In an article that broke today, a Manhattan developer was charged with "subdividing tax lots" in order to get around zoning laws limiting the height of a skyscraper. What does it mean to subdivide a ...
0
votes
1answer
13 views

Tax deduct seller financed mortgage interest after sale of property?

I purchased a rental property several years ago from a relative and the seller financed the mortgage. Over the past several years I have claimed the interest deduction on my 1040 and the relative ...
0
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0answers
27 views

How to calculate stock return

Is there a formula to calculate compound return of a given stock, taking into account dividend and reinvestment? For example, a stock which returns 5% yearly plus a 3% annual dividend (paid every ...
0
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0answers
16 views

Callable and putable bonds

I am trying to synthesize everything I have learned about callable and putable bonds. Is the following information accurate? A callable bond bought at a discount will have yield rate greater than ...
2
votes
2answers
998 views

Where to sell metals with numismatic value

I have various silver and gold bars and coins. After getting quotes for my collection from a local coin shop, I noticed that the bullion values are reasonable, but for rare coins, the quote is far ...
0
votes
0answers
21 views

What if the swift code is correct but wrong bank account number?

I ended up paying to an account number which i am not sure is of the receipient. However other details like swift code and bank name etc were correct. The party hasn't received the payment. I should ...
0
votes
0answers
55 views

When a fraction of a company is publicly traded can you still own it by buying all outstanding shares?

This question is a continuation of these two earlier questions: Does the concept of non-outstanding shares exist? Do share buybacks leave a company vulnerable to predatory shareholders? I read in ...
-1
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2answers
94 views

Do share buybacks leave a company vulnerable to predatory shareholders?

I'm following up on my previous question here: Does the concept of non-outstanding shares exist? . The answer to that question was Treasury Shares vs. Outstanding Shares. Now I'm trying to ...
0
votes
1answer
46 views

In what scenario does a safe medium duration bond fund perform well?

I've considered investing in a mid duration(4-5 year) safe (avg. AA rated) bond fund. The only way I can see myself losing some money with such a fund is if inflation picks up. Under what scenarios ...
0
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0answers
70 views

How to cancel a credit card you currently have debt on if the bank won't respond?

Several months ago, I got a credit card from Santander. I've tried many times to get their app Santander Sign set up and after about two months, it finally worked. But I still can't sign in because ...
0
votes
1answer
53 views

Getting Taxed for Income from Job and LLC

I would like to know how a person gets taxed for income from a job and separate income from a LLC that I operate as my own business in the US. For example, if I generate 100k from my job; and if I ...
0
votes
2answers
24 views

How to compute IVx (Implied volatility for a specific expiration) and the expected move with options?

By searching online, I have found three methods to compute the expected move of a stock based on option prices and implied volatilities: Method 1: Extract the price of a Straddle ATM of the front ...
0
votes
2answers
57 views

Is there a rule of thumb for percentage of liquid holdings to put on a risky investment?

If I, 24 years old living in the US, believe in a risky investment, say identifying a severely undervalued stock or going long on a put option, is there a rule of thumb for how much I should be ...
0
votes
1answer
58 views

Need some familiarity with OPTIONS. What are the basic facts?

I'm learning about OPTIONS, but I need some practical facts to tie in with the theory. I hope somebody with experience with the markets can answer these: Which options (ordered ranking) are most ...
0
votes
2answers
51 views

By what mechanism can I short a commodity without the use of futures of that commodity?

I live in the US and I work for a company that is heavily related to a particular commodity X. As such, when I began working for them, I signed a document stating that I would not purchase stock/ETFs/...
4
votes
0answers
101 views

How long must I wait after buying a property to rent it out?

I bought a place as a first time buyer without mortgage. Consequently I paid a 3% stamp duty. Due to certain circumstances, I will have to rent it out. I would like to know how long before I could ...
0
votes
1answer
25 views

Is it possible to calculate share price previous to stock split based on adjusted close price?

The price of NSE:HDFCBANK was around Rs. 2K+ before it split on 19-Sep-2019. I am using AlphaVantage to get stock price for NSE:HDFCBANK. It does not show the stock price before stock split as Rs. 2K+....
0
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0answers
50 views

Deposit hold for over a month in Credit card

I have recently rented a car for about a month and one thing just came to my mind. At the rental office they took a very high deposit into my credit card (I have a foreign license, this happens in ...
2
votes
1answer
50 views

Mistake on the W-4 Tax Witholding form affected one pay period. Are there IRS reporting requirements and consequences?

I joined a new company recently and made a mistake while filling out Form W-4 electronically. I chose 'Married Filing Jointly' from the 'Marital Status' dropdown when I should have selected 'Single/...
0
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0answers
16 views

Historical information on swap rates [closed]

where can I find historical information about either USD or EUR swap rates for different maturities? I've been looking into google without success
0
votes
1answer
93 views

Canadian $50.00 bill [closed]

I sent half a Canadian $50.00 bill to my future granddaughter on completing half her studies to become a Dr. I told her she would get the other half on completion. The letter containing the mailed ...
1
vote
1answer
35 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
1answer
34 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, where B0 is the price of a bond ...
3
votes
1answer
177 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
votes
1answer
50 views

What means “with the DJIA at 892”?

The question says it all: What means "with the DJIA at 892"? Thank you very much.
1
vote
1answer
85 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
0answers
9 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
51 views

Can't see Balance in 401k account [closed]

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
votes
0answers
13 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 ...
3
votes
1answer
55 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 ...
2
votes
1answer
25 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
votes
2answers
52 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....
-1
votes
0answers
90 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
votes
0answers
37 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
49 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 ...
2
votes
1answer
39 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
54 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
39 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:
3
votes
0answers
78 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
25 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
35 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
votes
0answers
13 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
36 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
votes
0answers
56 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
32 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 ...
2
votes
1answer
35 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
71 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 ...

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