blacktreechaser’s Activity

Thu Mar 26

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Boards Post

blacktreechaser replied to the Mechanical Investing board. 1:27 PM

Re: frustration with quicken

I use an excel spread sheet, with about 9 cells per row.
For stocks, I've got a column to add in dividends and/or option premiums if I write covered calls. Same for bonds...a column to add in interest payments.
(Could also use that column [more]

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Boards Post

blacktreechaser replied to the Tax Strategies board. 1:02 AM

Re: Moving exp deduct strategy for college grad?

thanx

I guess I should have looked before posting.

If I remember correctly, there used to be something in IRS directions that said graduating students moving to their first job could not claim a deduction for moving expenses. But [more]

Mon Mar 23

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blacktreechaser posted to the Tax Strategies board. 7:59 PM

Moving exp deduct strategy for college grad?

Just wondering if anyone has done anything imaginative in order to claim a moving expense deduction for a spring semester college grad.
There was a delay between graduation (May) and the actual moving expense to the job (August). And, the grad [more]

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blacktreechaser replied to the Tax Strategies board. 7:53 PM

Re: Schedule C office expenses?

I was an employee, not a contractor, but I worked a lot from home, using my own printer, fax, internet, office space, for work stuff (also personal stuff).

Last year I used turbo tax, and the program ran me through a legnthy questionair to [more]

Fri Mar 20

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blacktreechaser posted to the Tax Strategies board. 2:45 PM

what is schedule C ?

In 25 words or less, what is schedule C, and what does it do?

My dau is working for one year only, giving art lessons and workshops for an art center.
She was given a 1099-MISC by her employer to cover what they have paid her in [more]

Thu Mar 19

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blacktreechaser posted to the Mutual Funds board. 11:02 AM

any fund or ETF that tracks Valueline?

I got junkmail from Valueline to subscribe to their investment survey, and they refer to the impressive results of companies they rate 1 and 2 for timeliness, in beating the market since 1965.

I did look at Valueline's mutual funds, to see [more]

Tue Mar 3

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blacktreechaser replied to the Tax Strategies board. 3:03 AM

Re: follow-up on dependent with income

It's been a while since I dealt with college stuff.

But if I remember right, your child does not have to be your Dependent in order for you to claim education stuff if you paid the bills....write off of interest on loans, the credits, etc. [more]

Mon Feb 23

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Boards Post

blacktreechaser posted to the Drip Investing - The Basics board. 8:02 PM

adverse comment about DRP agent for MSFT

I posted it on the other board..was not sure which one to put it on. Anyways, its there if you desire to read it.

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Boards Post

blacktreechaser posted to the Drip Investing - Companies board. 7:58 PM

Not happy with American Stock Transfer/MSFT

I see there are two DRP boards, not sure which to post under.

Anyways, about two years ago, I did the right thing and bought Microsoft through their DRP agent (American Stock Transfer, www.amstock.com), [more]

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blacktreechaser posted to the Bonds & Fixed Income Investments board. 7:39 PM

some bond fund ratings

Some that just came out from AAII:

Hi yield corportate catagory has Federated Hi Yield, symbol FHYTX at or near the top.
10.7% for 5-year return (average fund was 7.5%) 8.1% for ten-year, 4% for 2014. Looked like they have about 11% of [more]

Tue Feb 17

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Boards Post

blacktreechaser replied to the Bonds & Fixed Income Investments board. 12:55 AM

Re: 10-Year Ladder Using Treasuries

If you are intent on buying treasuries, here's some more two cents worth...

1. You might want to consider buying zero-coupon treasuries. You won't get any semi-annual interest payments, but your yield to maturity (YTM) should be better than [more]

Sun Feb 15

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blacktreechaser replied to the Tax Strategies board. 5:05 PM

Re: 1099-B gross proceeds question

Thanx much ski. I owe you a beer.

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blacktreechaser posted to the Tax Strategies board. 4:36 PM

1099-B gross proceeds question

My 1099-B shows I bought shares of a company in 2011, and sold them in 2014, and shows the correct cost basis. (The shares were sold due to an option call)

This is a long term capital gain.

The proceeds shown on the 1099-B from [more]

Sat Feb 14

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Boards Post

blacktreechaser replied to the Bonds & Fixed Income Investments board. 3:10 PM

Re: Laddered Bond Funds

http://www.aaii.com/journal/article/defined-maturity-funds-a...

The above article is from 2013. The author said he found only [more]

Tue Feb 10

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Boards Post

blacktreechaser replied to the Tax Strategies board. 11:52 AM

Re: Education 1098-T mismatch

I disagree with saying you did not receive a 1098T if you did receive one.

1098Ts are also sent to the IRS by the schools. You may or may not be giving yourself additional attention from the IRS if you say you didn't get one when you [more]

Mon Feb 9

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Boards Post

blacktreechaser replied to the Tax Strategies board. 7:37 PM

Re: Education 1098-T mismatch

It's possible your student has an online account on the school's computer, that he/she can access, which gives a good break down of money spent and received.

Be careful about adding in books and supplies, read what IRS has to say on that [more]

Fri Feb 6

NL

Boards Post

blacktreechaser replied to the Tax Strategies board. 1:15 PM

Re: Slow Poke 1099's

Stockgoddess, my advice is, don't worry about using estimates on FAFSA.

I really sweated out the first FAFSA I filled out, and made a major ordeal out of it.
By the time I was doing it for the 5th or 6th time, I cranked it out in [more]

Fri Jan 30

NL

Boards Post

blacktreechaser replied to the Tax Strategies board. 4:02 PM

Re: Gifting $$ to children

Not knowing the age of your kids, I just thought I'd post this reminder:

You do not need a W-2 to start or contribute to a Roth IRA, you only need earned income.

If by chance they are young teenagers and make money from raking [more]

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blacktreechaser replied to the Bonds & Fixed Income Investments board. 2:36 PM

Re: Erickson 5/1/2020 yield 11%

I've been watching EAC for awhile. They report March 11, hoping to hear some good numbers.

I have not bought the stock or debt.

Thu Jan 22

NL

Boards Post

blacktreechaser posted to the Bonds & Fixed Income Investments board. 5:41 PM

buy/write DG for income, if interested

If interested, Dollar General is about $69.50 a share, the Aug $70 calls trading at $5.40.

I think they report next month.

Sounds like right now they are out of the loop as far as merging with one of the real dollar stores. I [more]

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Three stars, 500 posts Old School Fool
Board Posts 925
Recs Received 665
People who have rec'd these posts 155
Recs to Posts Ratio (last 30 days) N/A
Threads Started 475
Threads Started Percentage 51.35 %
Most Frequent Board Bonds & Fixed Income Investments
Very First Post A II: Open Forum post. (4/20/2005)
Percentage of Posts Rec'd 38.92 %
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