Search found 669 matches

by runner26
Sun Mar 17, 2024 5:10 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 11037
Views: 2067122

Re: What Movie Have You Recently Watched?

jginseattle wrote: Fri Aug 11, 2023 5:32 pm Jules. A sweet sci fi fairy tale. Ben Kingsley, Jane Curtin, Harriet Sansom Harris, and Jade Quon are all very good. I saw it last night in a theater.

Recommended.
Just watched on Kanopy, loved it!
by runner26
Thu Mar 14, 2024 9:34 pm
Forum: Personal Finance (Not Investing)
Topic: The best game-changing financial advice you ever received (or "discovered")
Replies: 120
Views: 11157

Re: The best game-changing financial advice you ever received (or "discovered")

"Always live below your.means. Dont think its possible, look around, there are always people living on less.than you. Save the rest, then invest."
by runner26
Sat Feb 24, 2024 10:09 pm
Forum: Personal Consumer Issues
Topic: Dental crowns
Replies: 58
Views: 6726

Re: Dental crowns

Central CA, $2260 for a molar including buildup. 3 months ago, digitally made while I waited a short time, no temporary.
by runner26
Sat Feb 24, 2024 3:37 pm
Forum: Personal Finance (Not Investing)
Topic: Pay the penalty estimated by H&R Block or let IRS bill me
Replies: 13
Views: 1332

Re: Pay the penalty estimated by H&R Block or let IRS bill me

I had an $8 penalty listed by Block. I had made a large IRA RMD in January, so filed out the form 2210 simple part with the summation actual withholding for each quarter, along with a December payment through direct payment, and the 8$ penalty went away.
by runner26
Sun Feb 18, 2024 9:35 am
Forum: Personal Consumer Issues
Topic: Should I be happy paying msrp for a subaru 2024?
Replies: 33
Views: 3456

Re: Should I be happy paying msrp for a subaru 2024?

I purchased a 2024 Forester touring last month for $750 under sticker cash payment, no add-ons or extended warranty. I likely paid too much for it, but am too old to haggle these days, not worth the time I have left.
by runner26
Sat Feb 17, 2024 9:41 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 11037
Views: 2067122

Re: What Movie Have You Recently Watched?

557880yvi wrote: Fri Feb 16, 2024 4:39 pm Leave The World Behind - a 10/10, and this week's news about Putin putting nukes in space to attack our satellites sent a chill down my spine. Now reading the book. This is a must-see movie.
Better than I expected!
by runner26
Fri Feb 16, 2024 4:32 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 11037
Views: 2067122

Re: What Movie Have You Recently Watched?

"Joan Baez, I am Noise"
I liked this documentary on Hulu!
From Rottentomatoes.com "Absorbing purely as a chronicle of her remarkable career, Joan Baez I Am a Noise is also moving as a depiction of one woman's personal journey from pain to peace and forgiveness."
98/84
by runner26
Thu Feb 15, 2024 7:30 pm
Forum: Personal Finance (Not Investing)
Topic: H&R Block 2023 SSA/1099 Withholding?
Replies: 19
Views: 2916

Re: H&R Block 2023 SSA/1099 Withholding?

runner26 wrote: Wed Feb 14, 2024 5:50 pm
urban wrote: Tue Feb 13, 2024 5:14 pm
Dantes wrote: Thu Feb 08, 2024 10:04 am I see the same as well. Hard to imagine how that could not be a really basic error. Combined with popup windows that will not relinquish focus, and the handling of K1s, I am seriously thinking of using different software.

There is an update due Feb 9th.
Is it fixed now?
It did not fix the 1099-B issue, next update 2/16
The 2/16 update was released today, 2/15 and nothing changed. The message does say it is an alert to manually check your entries and that they may or may not be wrong. If they are correct, then you can ignore the alert.
by runner26
Wed Feb 14, 2024 5:50 pm
Forum: Personal Finance (Not Investing)
Topic: H&R Block 2023 SSA/1099 Withholding?
Replies: 19
Views: 2916

Re: H&R Block 2023 SSA/1099 Withholding?

urban wrote: Tue Feb 13, 2024 5:14 pm
Dantes wrote: Thu Feb 08, 2024 10:04 am I see the same as well. Hard to imagine how that could not be a really basic error. Combined with popup windows that will not relinquish focus, and the handling of K1s, I am seriously thinking of using different software.

There is an update due Feb 9th.
Is it fixed now?
It did not fix the 1099-B issue, next update 2/16
by runner26
Tue Feb 13, 2024 3:42 pm
Forum: Personal Finance (Not Investing)
Topic: H&R Block 2023 SSA/1099 Withholding?
Replies: 19
Views: 2916

Re: H&R Block 2023 SSA/1099 Withholding?

I am also getting this verification alert for the 1099-B's, anyone figure it out yet? Very annoying as nothing appears to be wrong.
by runner26
Sun Feb 11, 2024 8:19 am
Forum: Personal Consumer Issues
Topic: Hybrid Car - Cost Savings?
Replies: 68
Views: 6939

Re: Hybrid Car - Cost Savings?

We have a low mileage 2006 prius. The hybrid battery died last year after 40,000 miles, and 17 years. It was 3k to replace with a new OEM at a non-dealer shop. The auxiliary battery also died for the second time, and it is more expensive than an ICE car battery.
by runner26
Wed Jan 31, 2024 9:57 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 11037
Views: 2067122

Re: What Movie Have You Recently Watched?

"Dumb Money" on Netflix Wall Street hedge funds vs reddit Robinhood investors who "got rich" by turning GameStop (the video game store) into the world's hottest company. Covers Keith Gill (Paul Dano), who starts it all by sinking his life savings into the stock and posting about it. Also stars Seth Rogen and Pete Davidson. Somewhat interesting and a few laughs. So so overall.
by runner26
Fri Jan 19, 2024 8:32 am
Forum: Personal Consumer Issues
Topic: Honda CRV alternatives
Replies: 22
Views: 1979

Re: Honda CRV alternatives

I am picking up a 2024 Subaru Forester touring today.
This recent rear window disintegration problem steered me away from the CR-V
https://www.motortrend.com/news/honda-h ... complaint/
Though that is the HR-V, Honda was slow in admitting the problem.
by runner26
Thu Jan 04, 2024 1:55 pm
Forum: Personal Finance (Not Investing)
Topic: H&R Block 2023 software offer
Replies: 246
Views: 38164

Re: H&R Block 2023 software offer

The first Federal update for the desktop version (originally scheduled for the 5th) is now available for download.
by runner26
Thu Dec 21, 2023 1:03 pm
Forum: Personal Finance (Not Investing)
Topic: how much do you think you need to retire?
Replies: 279
Views: 56563

Re: how much do you think you need to retire?

It appears much less than had planned. I retired at 56, an am now 73. My accounts are now approaching 5x what they were at retirement. That includes a move from a central CA home to a much more expensive CA coastal home. I am overly frugal I surmise. I see this happening a lot. Sounds like we all overestimate how much money we need and keep working to save more even though we have crossed the threshold at which retirement would be comfortable if not lavish. It is more that people plan for the worst and then get average results. To some extent it is an unsolvable problem. And no buying an annuity and getting bottom 5% results 100% of the time doesn't really solve the problem:) Now 5x over 17 years is still an outlier. That is a combo of not...
by runner26
Thu Dec 21, 2023 10:46 am
Forum: Personal Finance (Not Investing)
Topic: how much do you think you need to retire?
Replies: 279
Views: 56563

Re: how much do you think you need to retire?

It appears much less than had planned. I retired at 56, an am now 73. My accounts are now approaching 5x what they were at retirement. That includes a move from a central CA home to a much more expensive CA coastal home. I am overly frugal I surmise.
by runner26
Fri Dec 15, 2023 1:10 pm
Forum: Personal Investments
Topic: Vanguard Total Bond Market Index fund Admiral Shares (VBTLX)
Replies: 12
Views: 1989

Re: Vanguard Total Bond Market Index fund Admiral Shares (VBTLX)

Record 12/20
Reinvest 12/21
Payable 12/22
Go here,
https://advisors.vanguard.com/tax-cente ... rrent-year
select dividend schedule
by runner26
Wed Dec 13, 2023 8:24 pm
Forum: Investing - Theory, News & General
Topic: Anyone found YE dividend estimates for ISHARES like Vanguard has
Replies: 6
Views: 470

Re: Anyone found YE dividend estimates for ISHARES like Vanguard has

livesoft wrote: Wed Dec 13, 2023 7:52 pm Dates are here -> https://www.ishares.com/us/literature/s ... hedule.pdf

But no estimates.
At least gives a check back date for my tax planning calendar. Thanks
by runner26
Wed Dec 13, 2023 7:48 pm
Forum: Investing - Theory, News & General
Topic: Anyone found YE dividend estimates for ISHARES like Vanguard has
Replies: 6
Views: 470

Re: Anyone found YE dividend estimates for ISHARES like Vanguard has

livesoft wrote: Wed Dec 13, 2023 7:44 pm Probably not helpful, but the title is intriguing: https://www.ishares.com/us/capital-gains-distributions
Thanks, yes I found that, it is for capital gains distributions, I am looking for the dates and estimates for year end "DIVIDENDS".
by runner26
Wed Dec 13, 2023 7:36 pm
Forum: Investing - Theory, News & General
Topic: Anyone found YE dividend estimates for ISHARES like Vanguard has
Replies: 6
Views: 470

Anyone found YE dividend estimates for ISHARES like Vanguard has

Anyone found YE dividend estimates for ISHARES like Vanguard has?

Vanguards are linked here:
viewtopic.php?t=415995

I have searched high and low for ISHARES without any luck. I can't even find the exact date of the next dividend.
by runner26
Sat Dec 02, 2023 7:02 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 11037
Views: 2067122

Re: What Movie Have You Recently Watched?

CardinalRule wrote: Mon Nov 27, 2023 10:26 pm Nyad (2023) on Netflix. I remember the controversy and doubt around her accomplishment, but I enjoyed this film, which I think is getting some Oscar buzz. Annette Bening and Jodie Foster are excellent.

Very uplifting - you are never too old to achieve your dreams. :wink:
+1
by runner26
Tue Nov 21, 2023 8:01 am
Forum: Personal Consumer Issues
Topic: [What TV Show Have You Recently Watched?]
Replies: 5973
Views: 690315

Re: [What TV Show Have You Recently Watched?]

Now through Nov. 27, Max is offering its Max With Ads plan for $2.99 per month for six months. It's usually $9.99 per month, so you can save more than $40 as you make your way through the best of HBO (and maybe some trash TV courtesy of the 90 Day Fiancé universe). It'll auto-renew at $9.99 after the discounted trial unless you cancel.

The deal is open to new and returning Max customers on Max.com, though Max doesn't specify if there are any restrictions on the "returning" group. You can also get it if you sign up via Roku, Google Play, and Apple. It's limited to new customers if you sign up via Amazon Fire.
by runner26
Sun Nov 12, 2023 8:08 pm
Forum: Personal Finance (Not Investing)
Topic: Buying a new car with cash
Replies: 56
Views: 6591

Re: Buying a new car with cash

Bought my last car with a check. Dealer wanted may bank name and account number so they could call and verify funds. I made sure that the account did not have any more in the account then I was willing to pay in case they said if the amount was x more than I was offering, the bank would say a check for that amount would not clear.
by runner26
Tue Oct 24, 2023 3:51 pm
Forum: Personal Finance (Not Investing)
Topic: H&R Block 2023 software offer
Replies: 246
Views: 38164

H&R Block 2023 software offer

Just received my first offer of $20 off for preorder. Deluxe Plus State $59 - $20 = $39.00 plus tax (without extended download).

Available for download Nov. 4.

Will wait for Thanksgiving offers.
by runner26
Thu Jul 13, 2023 8:58 pm
Forum: Personal Finance (Not Investing)
Topic: T-Mobile, Xfinity, AT&T now requiring bank accounts to retain auto-pay discount
Replies: 177
Views: 21414

Re: T-Mobile cancelling credit card payment asking for banking information instead !

student wrote: Wed Jul 12, 2023 10:41 pm
miles monroe wrote: Wed Jul 12, 2023 10:37 pm I have T-Mobile Internet and get a $5 discount for being on autopay. I can either continue to use the credit card and lose the discount, or give them my bank info and continue to receive the discount. No way am I giving them my banking info. The cost of Internet just went up from $50 to $55. Still better than Comcast.
Perhaps open a Tmobile money account as some have suggested?
If you open a T-Mobil money account, you will need to fund it. Isn't this done by providing them your bank account to transfer in funds? Although I guess the T-mobile money is run by a second party bank so perhaps a difference, maybe?
by runner26
Tue Jul 11, 2023 9:15 pm
Forum: Personal Finance (Not Investing)
Topic: T-Mobile, Xfinity, AT&T now requiring bank accounts to retain auto-pay discount
Replies: 177
Views: 21414

Re: T-Mobile cancelling credit card payment asking for banking information instead !

I haven't gotten any notice of this policy. They still bill my card and I still get the discount. I am on a 55 plus plan.
by runner26
Thu Jun 08, 2023 8:52 pm
Forum: Personal Consumer Issues
Topic: Ford, GM, Rivian, Volvo, Polestar, Mercedes, Nissan, Honda, Jaguar, Hyundai, Kia, BMW, Toyota, Subaru, VW join Tesla
Replies: 178
Views: 30734

Re: Ford and GM EVs (and other EVs?) switching to Tesla chargers

So to you experts. Should someone considering buying a Ford or Chevrolet EV wait untill the Tesla port is in the new models, 2024 or 2025?
by runner26
Sun May 28, 2023 4:05 pm
Forum: Investing - Theory, News & General
Topic: Too Late For TBill Auction
Replies: 14
Views: 2644

Re: Too Late For TBill Auction

Bminor wrote: Sun May 28, 2023 4:02 pm 3 and 6 month TBills appear to be available again for the upcoming week's auction on the Vanguard site ....
Yes now available, I was able to put in an order for the Tuesday 6 month auction. :sharebeer
by runner26
Sat May 27, 2023 7:47 pm
Forum: Investing - Theory, News & General
Topic: [Debt ceiling discussion mega-thread]
Replies: 1286
Views: 128394

Re: [Debt ceiling discussion mega-thread]

Breaking Deal in principle reached!
by runner26
Sat Apr 29, 2023 9:04 pm
Forum: Investing - Theory, News & General
Topic: [Bank failure discussion mega-thread]
Replies: 2482
Views: 212047

Re: [Bank failure discussion mega-thread]

Big banks including JPMorgan Chase, Bank of America asked for final bids on First Republic

U.S. regulators have asked banks for their best and final takeover offers for First Republic by Sunday afternoon, in a move that authorities hope will calm markets and cap a period of uncertainty for regional lenders.

https://www.cnbc.com/2023/04/29/first-r ... -bids.html
by runner26
Sat Apr 01, 2023 10:08 pm
Forum: Personal Consumer Issues
Topic: [What TV Show Have You Recently Watched?]
Replies: 5973
Views: 690315

Re: [What TV Show Have You Recently Watched?]

My most enjoyable 1 1/2 hours in some time on PBS. Joni Mitchell receiving the Library of Congress Gershwin Award with a tribute concert. If you are a fan of her music, it is not to be missed. If you can't find on your local PBS, this link might work for you, at least for some time.
https://www.pbs.org/video/joni-mitchell ... win-prize/
by runner26
Tue Mar 28, 2023 8:58 pm
Forum: Personal Consumer Issues
Topic: [What TV Show Have You Recently Watched?]
Replies: 5973
Views: 690315

Re: [What TV Show Have You Recently Watched?]

Rabbit Hole, Kieffer Sutherland on Paramount+
The twists and turns just keep coming! And a laugh here and there mixed in with heavy drama and intrigue.
Has kept my interest through first 2 episodes, eager for 3.
79-97 on ROTTENTOMATOES.COM
by runner26
Fri Mar 17, 2023 4:28 pm
Forum: Personal Finance (Not Investing)
Topic: Equifax Data Breach Settlement
Replies: 130
Views: 15050

Re: Equifax Data Breach Settlement

Some Equifax settlement checks bounced due to ‘clerical error’ at failed Signature Bank
https://www.cnbc.com/2023/03/17/some-eq ... -bank.html
by runner26
Wed Mar 15, 2023 8:39 pm
Forum: Investing - Theory, News & General
Topic: [Bank failure discussion mega-thread]
Replies: 2482
Views: 212047

Re: [Bank failure discussion mega-thread]

First Republic Bank is said to weigh options, including sale. Headline on Bloomberg, sorry I don't have subscription.
by runner26
Sun Mar 12, 2023 5:27 pm
Forum: Investing - Theory, News & General
Topic: [Bank failure discussion mega-thread]
Replies: 2482
Views: 212047

Re: [Silicon Valley Bank fails, FDIC takes over]

Breaking
MARKETS
Regulators close New York’s Signature Bank, citing systemic risk
PUBLISHED SUN, MAR 12 20236:24 PM EDT
by runner26
Fri Mar 10, 2023 10:51 pm
Forum: Investing - Theory, News & General
Topic: [Bank failure discussion mega-thread]
Replies: 2482
Views: 212047

Re: [Silicon Valley Bank fails, FDIC takes over]

Most recent Vanguard Corp Bond Index annual report

Short term
SVB Financial Group 3.500% 1/29/25 4,921 4,783
SVB Financial Group 1.800% 10/28/26 19,505 17,307
SVB Financial Group 4.345% 4/29/28 9,645 9,314

Intermediate Term
SVB Financial Group 2.100% 5/15/28 2,695 2,284
SVB Financial Group 3.125% 6/5/30 12,235 10,473
SVB Financial Group 1.800% 2/2/31 18,074 13,629
SVB Financial Group 4.570% 4/29/33 13,375 12,461
by runner26
Fri Feb 24, 2023 10:44 pm
Forum: Personal Consumer Issues
Topic: Water Heater HELP - Water Coming out of Discharge / Overflow(?) Pipe
Replies: 40
Views: 7064

Re: Water Heater HELP - Water Coming out of Discharge / Overflow(?) Pipe

Where I live, the relief valve must be plumbd to the outside of the house.
by runner26
Thu Feb 23, 2023 3:21 pm
Forum: Personal Finance (Not Investing)
Topic: At what age does it go downhill
Replies: 190
Views: 29088

Re:

runner26 wrote: Sun Jun 12, 2011 6:19 pm Just ran a mile in 5:35 at age 61 and a few months ago, a half-marathon in 1:30:46. Sure I have been going downhill for a lot of years, BUT the slope is not as steep as I once thought it would be. So, I am looking forward to some quality time ahead! :wink:
Well, well! So to update, my last half-marathon in November 2021 (age 71) was 1:42:46, and now am debating whether I should run any more of that distance. Last race was a 4-miler over rolling hills in 29:20 at the age of 72. Still running 30-35 miles and 6 days a week, though it often is no longer a glide, and sometimes a struggle on the speed workout days. Hopefully, I will see this thread in another 12 years with an additional update. :happy
by runner26
Mon Feb 20, 2023 8:09 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 11037
Views: 2067122

Re: What Movie Have You Recently Watched?

2022 "All Quiet on the Western Front" on Netflix. One of the 10 best picture nominations this year. Well made and well deserved in my opinion. It is in German but available dubbed in English. I was very impressed how well the dubbing was done and found I didn't even notice it. It gripped me for all 2 1/2 hours.
by runner26
Fri Feb 10, 2023 5:26 pm
Forum: Personal Finance (Not Investing)
Topic: Taxation of California MCTR
Replies: 71
Views: 8796

Re: Taxation of California MCTR

Post link please.
by runner26
Fri Feb 03, 2023 8:45 am
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 11037
Views: 2067122

Re: What Movie Have You Recently Watched?

I have always been intrigued by quantum physics and saw it in Everything Everywhere All at Once, which I did like. So I searched and found this, it doesn't give much away, but may help those who haven't seen it yet follow.

Everything Everywhere All at Once, explained by a quantum physicist
https://www.vox.com/culture/23024945/ev ... -physicist
by runner26
Thu Feb 02, 2023 9:33 pm
Forum: Personal Finance (Not Investing)
Topic: Taxation of California MCTR
Replies: 71
Views: 8796

Re: Taxation of California MCTR

BogleTaxPro wrote: Thu Feb 02, 2023 9:31 pm
runner26 wrote: Thu Feb 02, 2023 9:08 pm
BogleTaxPro wrote: Thu Feb 02, 2023 8:58 pm
runner26 wrote: Thu Feb 02, 2023 3:32 pm H&R Block Feb 3 update came out today, a day early, and it still does not back out the MCTR 1099-Misc amount from the Federal Return, just CA State.
I use the download software and there's now a checkbox on the 1099 misc screen to indicate that it's ca mctr. I did that and my form now shows it backing out.
Federal? or just state? The issue is with the Federal return we are waiting for IRS ruling and or software taking agressive stance as TurboTax has done.
Federal. You can't see it on schedule 1 but there's an attachment worksheet that shows the + and -.
Thanks, just getting ready to post. Found checkbox and you are correct!
by runner26
Thu Feb 02, 2023 9:08 pm
Forum: Personal Finance (Not Investing)
Topic: Taxation of California MCTR
Replies: 71
Views: 8796

Re: Taxation of California MCTR

BogleTaxPro wrote: Thu Feb 02, 2023 8:58 pm
runner26 wrote: Thu Feb 02, 2023 3:32 pm H&R Block Feb 3 update came out today, a day early, and it still does not back out the MCTR 1099-Misc amount from the Federal Return, just CA State.
I use the download software and there's now a checkbox on the 1099 misc screen to indicate that it's ca mctr. I did that and my form now shows it backing out.
Federal? or just state? The issue is with the Federal return we are waiting for IRS ruling and or software taking agressive stance as TurboTax has done.
by runner26
Thu Feb 02, 2023 3:32 pm
Forum: Personal Finance (Not Investing)
Topic: Taxation of California MCTR
Replies: 71
Views: 8796

Re: Taxation of California MCTR

H&R Block Feb 3 update came out today, a day early, and it still does not back out the MCTR 1099-Misc amount from the Federal Return, just CA State.
by runner26
Sat Jan 28, 2023 3:47 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 11037
Views: 2067122

Re: What Movie Have You Recently Watched?

123 wrote: Sat Jan 28, 2023 1:02 pm
jginseattle wrote: Thu Dec 15, 2022 9:55 pm
macaroon wrote: Thu Dec 15, 2022 6:18 pm The Banshees of Inisherin on HBO was very good. Excellent cast, especially Colin Farrell and Brendan Gleeson. It's funny, sad, and beautiful, all at once.
I would rate it as the best movie of the year. Highly recommended.
I enjoyed it especially as a character study and being very scenic. I think older men may appreciate the theme of a guy just wanting to be left alone. There is a plot element having fingers being cut off, gruesome but not too bloody, artistically handled well (for what it is). I think women may have a hard time finding much in the film to appreciate, it lacks substantial romantic elements.
Didn't everyone fall in love with Jenny?
by runner26
Sat Jan 28, 2023 11:37 am
Forum: Personal Consumer Issues
Topic: Amazon Prime membership increase to $139
Replies: 274
Views: 26872

Re: Amazon Prime membership increase to $139

Amazon to start charging Prime Members delivery fees on Fresh grocery orders under $150, beginning Feb. 28
https://www.cnbc.com/2023/01/27/amazon- ... r-150.html
by runner26
Fri Jan 27, 2023 8:49 am
Forum: Personal Finance (Not Investing)
Topic: H&R Block, 72yo, First RMD split between 22/23 issue
Replies: 7
Views: 705

Re: H&R Block, 72yo, First RMD split between 22/23 issue

toddthebod wrote: Thu Jan 26, 2023 11:26 pm I'm pretty sure you just need to fudge it. There's nowhere on the tax return that says, "this is my RMD," is there? It's just a taxable distribution from an IRA. So tell the software your RMD was $4,000, and that you took a distribution of $4,000. Next year add $14,400 to the 2023 amount and tell the software that is your RMD. The only reason they ask what your RMD amount is is to trigger form 5329 if necessary.
I agree with you, I had the same thought after sleeping on it. I rememberd that I read the IRS gets its RMD information from the custodians in the May report they send in which has balance and distribution reporting. 5329 is for when you know you have a penalty due or messed up and need to ask for an explanation.
by runner26
Thu Jan 26, 2023 10:16 pm
Forum: Personal Finance (Not Investing)
Topic: H&R Block, 72yo, First RMD split between 22/23 issue
Replies: 7
Views: 705

Re: H&R Block, 72yo, First RMD split between 22/23 issue

Secondcor521, thanks, will see if I can get a response from Block, if someone here has not yet worked it out.