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Aganju's user avatar
Aganju
  • Member for 8 years, 6 months
  • Last seen this week
  • Orlando, FL
3 votes
2 answers
2k views

Are long-term capital gains considered for ACA subsidy calculation, even if they are taxed with 0%?

1 vote
0 answers
95 views

Can you sell shares before ex-dividend and buy back after, to replace 'dividend income' by 'capital gains'?

6 votes
1 answer
630 views

How can your 1099-DIV know if dividends are qualified, if you buy them late in the year?

5 votes
2 answers
3k views

Postbank (Germany) - transferring money to the US - what are the best options?

2 votes
1 answer
132 views

Can I legally play this shell-game with the IRS by using “Recharacterization” or “Conversion”, depending on markets?

0 votes
0 answers
64 views

IRA to IRA Roth "Recharacterization" vs "Conversion", is there a difference in result?

3 votes
2 answers
9k views

When exactly (time) is the 'automatic exercising' of an option triggered?

5 votes
2 answers
648 views

How does the IRS expect HSA "receipts for medical expenses" to look in praxis?

3 votes
1 answer
139 views

Does 'Taxable Income' from a Roth conversion count as income source for IRA contribution?

4 votes
3 answers
423 views

What is the logic behind the IRS direct deposit of the stimulus check?

1 vote
1 answer
2k views

How to avoid getting double taxed by 1099-B / K-1

1 vote
1 answer
344 views

How to know if dividends are qualified (for example, VIGAX)

6 votes
2 answers
229 views

Can one generate 'self-employed income' with a friend, to be able to contribute to IRA?

5 votes
2 answers
343 views

How are Social Security Benefits adjusted after early retirement, when collection is delayed to 70?

39 votes
9 answers
47k views

'For Sale by Owner' - who pays the Buyer's realtor?

3 votes
2 answers
492 views

Does my bank's use of Voice ID put my assets at risk?

1 vote
1 answer
110 views

For 401k (or IRA contributions), does it matter which part is catch-up?

1 vote
1 answer
213 views

How to invest money in the US for an alien friend?

7 votes
1 answer
119 views

Is it clever to balance a portfolio across different account types?

0 votes
1 answer
399 views

Married Couple - Open investment account Separate or Joined?

2 votes
1 answer
76 views

Will the Non-Deductible Basis be considered for a Backdoor-Rollover even if it originates afterwards?

5 votes
2 answers
6k views

Can I withdraw a non-deductible traditional IRA contribution without penalties in the same tax year?

4 votes
1 answer
98 views

Can I distribute a deduction from rental losses over multiple years?

2 votes
1 answer
67 views

Is a tax-deductible IRA contribution applied before the AGI income limit is checked?

4 votes
1 answer
421 views

Can I use an HSA as investment vehicle by overcontributing temporarily?

3 votes
1 answer
152 views

If the total income is below taxable limits, do the 10% early withdrawal tax still apply?

0 votes
2 answers
231 views

Does a Roth IRA conversion make some income completely *tax-free*?

23 votes
4 answers
10k views

Isn't the security of credit cards with chip worse than with signature?

55 votes
8 answers
10k views

Gigantic point amount on rewards card - what are potential consequences?

3 votes
1 answer
305 views

I am considering selling a house that is rented out - what is the best approach?