tangofan’s Activity

Sun Jan 22

NL

Boards Post

tangofan replied to the Tax Strategies board. 2:54 AM

Re: Online TurboTax Data Security

What I can tell you, as the Intuit Ticker Guide, is that Turbo Tax is participating for the second year in the IRS program to ensure data security. The IRS has been working with the tax software community to develop higher standards and [more]

Fri Dec 23

NL

Boards Post

tangofan replied to the Tax Strategies board. 4:35 PM

Re: Moved money to U.S. Currency conversion taxa

IRS Pub 525: If you have a gain on a personal foreign currency transaction because of changes in exchange rates, you do not have to include that gain in your income unless it is more than $200. If the gain is more than $200, report it as a capital [more]

Tue Dec 20

NL

Boards Post

tangofan posted to the Tax Strategies board. 3:37 PM

Moved money to U.S. Currency conversion taxable?

Currency conversion taxable?

Hello,

This year I have several times transferred money from my European brokerage account (denominated in Euro) to my U.S. back account and in the process converted the money from Euro into [more]

Mon Dec 19

Inside Value Boards Post

tangofan replied to the Inside Value boards. 2:01 PM

Sat Dec 17

NL

Boards Post

tangofan replied to the Discount Brokers board. 7:37 PM

Re: Merrill Edge

I saw a review somewhere where someone was complaining about his sell limit order being put on review for a couple of days and he had to call to see what was going on. I never had these issues in TD so wanted to see if this was routine or maybe [more]

Fri Dec 16

NL

Boards Post

tangofan replied to the Discount Brokers board. 8:58 PM

Re: Merrill Edge

I've used them for almost two years now and they are fine. If you have a similar deal that I have, you can't use the customer service in the BofA branches, but have to use the online/phone customer server.

I never had any problems [more]

Thu Dec 15

Inside Value Boards Post

tangofan replied to the Inside Value boards. 9:06 PM

Wed Nov 23

Inside Value Boards Post

tangofan posted to the Inside Value boards. 2:11 PM

Tue Oct 11

Inside Value Boards Post

tangofan replied to the Inside Value boards. 9:56 PM

Thu Sep 29

Inside Value Boards Post

tangofan replied to the Inside Value boards. 7:29 AM

Wed Sep 28

Inside Value Boards Post

tangofan replied to the Inside Value boards. 2:35 PM

Thu Sep 22

Inside Value Boards Post

tangofan replied to the Inside Value boards. 6:38 PM

Inside Value Boards Post

tangofan replied to the Inside Value boards. 6:34 PM

Tue Aug 16

NL

Boards Post

tangofan replied to the Discount Brokers board. 5:07 PM

Re: Interactive Brokers - paying for market data

I am using IB without paying for market data. Usually I get the market data from one of my other brokers, if I need it. Not sure, if the delayed data is sufficient for your purposes.

You may even be able to save the monthly fee, if account [more]

Fri Aug 12

NL

Boards Post

tangofan posted to the Tax Strategies board. 6:58 PM

Q re. foreign tax credit on dividend taxes

I recently came across an article that mentioned that tax treaties between the U.S. and other countries may limit the amount of foreign taxes withheld on dividends that can be reclaimed on Form 1116 and indeed I found in IRS publication 514 that this [more]

Mon Jul 25

NL

Boards Post

tangofan replied to the Tax Strategies board. 1:35 PM

Re: From which lot to subtract fractional shares

Ira,

Thanks so much for the clarification and the additional explanation. Very much appreciated.

Best,
Bernhard

Sat Jul 23

NL

Boards Post

tangofan posted to the Tax Strategies board. 4:43 PM

From which lot to subtract fractional shares?

Hi all,

Recently LBTYK issued a stock dividend of LILAK (0.124769 LILAK shares for every LBTYK share.

I have two lots of LBTYK with 100 shares each (with lot A being older than lot B). So after the stock dividend I have the [more]

Sun Jul 3

NL

Boards Post

tangofan replied to the Tax Strategies board. 3:10 PM

Re: Rolling IRA into a 401K

Too bad, because I have some after-tax contributions trapped in my 401(k), that I could have rolled over into a Roth IRA at the same time. :(

Does the 401K plan have a ROTH 401K option? Converting 401K After-Tax to 401K ROTH is
[more]

Fri Jul 1

NL

Boards Post

tangofan replied to the Tax Strategies board. 2:38 PM

Re: Rolling IRA into a 401K

Bernhard,

I hadn't done any research into the issue - that's what I had been told over the years. I've since done some looking and I'm finding the same as you - the equal protection applies only in bankruptcy. I
[more]

Thu Jun 30

NL

Boards Post

tangofan replied to the Tax Strategies board. 12:46 PM

Re: Rolling IRA into a 401K

2.) More legal protections for 401Ks than IRAs

Not anymore. This used to be true, but the laws changed sometime within the last decade or so. IRAs have the same creditor protections that 401Ks have.

Ira


Hi [more]

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