skidragon’s Activity

Mon Apr 20

Income Investor Boards Post

skidragon replied to the Income Investor boards. 1:12 PM

Thu Mar 19

NL

Boards Post

skidragon replied to the Tax Strategies board. 6:52 PM

Re: Stock transfers to Roths

Do you have an IRS reference for saying the contributions must be in cash? I looked through IRS Pub 590 and could not find that restriction.

Jeff

Mon Feb 16

NL

Boards Post

skidragon replied to the Tax Strategies board. 10:42 AM

Re: 1099-B gross proceeds question

Some pubs change every year, but a lot only change when the tax law changes. When you go to forms and pubs there is an option to select the most current version.

Sun Feb 15

NL

Boards Post

skidragon replied to the Tax Strategies board. 4:55 PM

Re: Re-establishing cost basis on LTCG

You might consider waiting for closer to the end of the year in case your tax situation changes.

NL

Boards Post

skidragon replied to the Tax Strategies board. 4:50 PM

Re: 1099-B gross proceeds question

According IRS Pub 550 when a stock is sold due to a covered call being exercised you combine the proceeds from the stock and the premium from the option as your broker is showing on the 1099-B. The basis amount and date is the stock's basis. This is [more]

Sat Feb 7

NL

Boards Post

skidragon replied to the Tax Strategies board. 6:05 PM

Re: Slow Poke 1099's

A lot depends on how complex your investments are. I get a K-1 from a trust which never arrives before mid March. Generally I start my taxes after I get the 1099s from my broker, but I don't file until around 10 April. This leaves a few days to work [more]

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Boards Stats & Trivia

One star, 50 posts Old School Fool Motley Fool One Everlasting Fool
Board Posts 112
Recs Received 23
People who have rec'd these posts 21
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Threads Started 27
Threads Started Percentage 24.11 %
Most Frequent Board Tax Strategies
Very First Post Quicken and Online Banks (6/13/2002)
Percentage of Posts Rec'd 11.61 %
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