Unanswered Questions
8
votes
0answers
125 views
Could I have delayed my tax payments to Sweden in order to earn interest on the money in the meantime?
I work in Norway and commute across the border to my residence in Sweden. Since the municipalities in which I live and work border each other, I pay tax to Sweden.
I declared my likely yearly income ...
7
votes
0answers
118 views
Switch from HSA/Limited FSA to FSA only
In 2016 I had a High Deductible Health Plan/HSA and a Limited FSA through my employer.
For 2017 during our open enrollment I decided to not use a HDHP, and chose a PPO Plan. In addition, I selected a ...
7
votes
1answer
117 views
ACA Premium Tax Credit - Claiming for prior year
At the start of the year I did not think I would qualify for the subsidy, but as things have turned out my income was less than the maximum.
The health plan I used was available both through the ...
7
votes
0answers
323 views
With the Fringe Benefits Tax, should I even salary sacrifice for a car?
In Australia, some employers offer an option to salary sacrifice a car purchase. The cost of the car is taken from your pre-tax salary, so your gross income will be less, and therefore, your income ...
6
votes
0answers
79 views
Investing proceeds from foreign vacation home sale
We bought a vacation home in the UK in 2006 for 182000 pounds, including purchase price, closing costs and improvements, when the pound was stronger ($1.8/pound), and wired $327000 directly to the UK ...
6
votes
1answer
179 views
Band tax strategy - not paying members
I operate a band that makes under $4k a year. A few shows a year we get paid larger sums of money ($600+ per gig), and the venue uses my SSN and sends me a 1099 around tax season. So the "band" money ...
6
votes
0answers
1k views
Should my state wages be different than my federal wages due to HSA?
In 2015, I earned all of my income in Alabama, and I contributed $3,350 to an HSA. I filed my taxes through a free online tax filing service.
Later on, I made an effort to learn about income tax law ...
6
votes
2answers
221 views
Can an S-Corp write off work and merchandise expenses donated to a non-profit organization?
We are renting a commercial building from a non-profit. Can our company (s-corp) buy things and have someone on our payroll do things for the non-profit? Not asking for a donation receipt. Just ...
6
votes
3answers
542 views
Mega Backdoor Roth: Withdrawal consequences for in-plan vs out-of-plan conversion
My employer allows after-tax 401k contributions, and has an option for automatic quarterly after-tax 401k -> Roth 401k in-plan conversions. The other option for executing the mega backdoor Roth is to ...
5
votes
0answers
47 views
Will Poland tax my SIPP?
I am UK resident for tax purposes and have a SIPP. If I become resident in Poland for tax purposes then will Poland tax my SIPP? If so then in what way?
My SIPP holds a single fund which does not pay ...
5
votes
1answer
150 views
What are the mechanics of tracking stock?
I'm curious about tracking stock.
Take, for example, NASDAQ:DVMT. It's a tracking stock issued by Dell for VMWare (NASDAQ:VMW), which is partly owned by Dell. The idea is that people could invest in ...
5
votes
0answers
160 views
Estate agent wants to charge a large amount to change the contract
I live with two other people in a house share in the UK.
One is moving out, and the estate agent who handles the contract wants to charge us £300 for the pleasure of changing a name. We think this is ...
5
votes
1answer
146 views
Organizing portfolio in gnucash: Now what?
I started to manage my stocks in gnucash as described in the manual and I update the prices frequently with Finance::Quote.
But now what? What are the useful reports that I can generate from the data?...
5
votes
0answers
56 views
What to do when institution incorrectly reports 401(k) to IRA rollover as a contribution?
I left a job last fall and rolled over the money from my 401(k) into an IRA I have at my bank, via a check from the 401(k) provider made out to my bank, FBO me. A few weeks ago I got a semi-annual ...
5
votes
1answer
134 views
Regarding W-8-BEN for annuity inheritance
My father worked in USA for 11 months in 1985. He made contribution to an individual retirement plan (tiaa-cref) only during that period. The money since then has grown. He expired in 2016 aged 68 ...
