Unanswered Questions
3,076 questions with no upvoted or accepted answers
12
votes
1
answer
345
views
How can I dispose of Lukoil shares legally?
I have an inherited investment trust account from my father, who died in 2019, which included approximately 10 shares of Lukoil stock, which has subsequently been sanctioned by the US Government. I am ...
CommunityBot
- 1
11
votes
1
answer
722
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 ...
9
votes
3
answers
2k
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 ...
CommunityBot
- 1
8
votes
1
answer
347
views
Does Canada respect the tax-free status of National Savings certificates for residents who left the UK?
I know Canada and the UK have a tax treaty that is designed to prevent double-taxation. But I don't know if it extends to honouring the tax-free status of government-issued savings certificates.
...
CommunityBot
- 1
8
votes
1
answer
180
views
Implications of brexit for UK-EU personal purchases and sales
Until December 2020, I was happily in a customs union with a lot of other countries.
If I needed to buy a hard disk for my computer, it was often cheaper (including shipping) or more likely available ...
CommunityBot
- 1
8
votes
2
answers
1k
views
Are foreign banks in India safe?
This question is about the safety of foreign banks operating in India. I don't know how much people who are not familiar with Indian finance will be able to tell me, but I think it is on topic for the ...
CommunityBot
- 1
8
votes
1
answer
8k
views
Tax treatment of dividends paid on short positions
If a retail investor holds a short position when the stock goes ex-div, they must therefore pay a dividend to the buyer of the short. What is the tax treatment for this dividend payment the investor ...
- 1
6
votes
1
answer
171
views
How do I calculate Private Residence Relief for a house I've sold where there was a loss, not a gain?
This question is likely specific to UK rules.
I've sold a flat which I lived in for part of the time I owned it. I'm trying to fill out the Inland Revenue's 'report my Capital Gains Tax' form.
I've ...
CommunityBot
- 1
6
votes
1
answer
198
views
529 distribution pro-rata with multiple accounts
With multiple Roth IRA accounts, distribution ordering rules treat all accounts as one. Does this rule generally also apply to 529 accounts?
That is, if I am the owner on multiple 529 accounts, are ...
CommunityBot
- 1
6
votes
0
answers
546
views
What is my cost basis for a stock I received when my insurance policy was demutualized?
Background:
My brother and I are co-beneficiaries of a trust that held an insurance policy with The Principal Financial Group, which Demutualized on October 26, 2001. At which time the trust was ...
- 52.9k
6
votes
0
answers
763
views
Starting a trust fund in an EU country
I'm in a sudden and unfortunate need of starting a trust fund (money being the only asset) in an EU country (I'm afraid I need to rule out UK as an option) for a minor (not a relative of mine) that ...
- 61
6
votes
1
answer
4k
views
Can closing a covered call and opening a new covered call trigger a wash sale?
In Jan 2019, I bought 200 QQQ (ETF) at about $160 and also wrote two covered calls for June 2019 at 170 (higher than the last day price) netting a small premium. Now QQQ is at about 185 so it will be ...
CommunityBot
- 1
6
votes
1
answer
171
views
I'm still working but my payments are deferred due to Covid19. Do I qualify for unemployment insurance benefits?
I'm self-employed in California and my biggest client (>90% of my billable hours) is not able to pay due to cash flow disruptions related to Covid19. I've agreed to continue working and billing as ...
- 63
6
votes
2
answers
162
views
Investment Accounts For People That Regularly Change Country
I would like to invest ~$20,000 a year, ideally mainly in funds. I am a British Citizen however I regularly move country, roughly once every 2 years. I have been in the UK for the past 2 years and ...
CommunityBot
- 1
6
votes
2
answers
357
views
In which country do I pay capital gain taxes, as a German with a US Internship?
This year, I did an internship in the US, and during that time I bought some stocks. Now I am back in Germany, and got dividend payments on these stocks, and also want to sell some of them soon. ...
CommunityBot
- 1