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ESOP tax question concerning 1099R & 1099-B

Last post by LadyGeek « Fri Feb 03, 2023 7:04 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by VINNY » Wed Feb 01, 2023 8:54 pm » in Personal Finance (Not Investing)

7 Replies

309 Views

Last post by LadyGeek
Fri Feb 03, 2023 7:04 pm
Are secondary treasury bills limited to qty 1000 at ME?

Last post by should have « Fri Feb 03, 2023 7:04 pm
Posted in Personal Investments
Replies: 3
by CrisisAverted » Fri Feb 03, 2023 3:22 pm » in Personal Investments

3 Replies

187 Views

Last post by should have
Fri Feb 03, 2023 7:04 pm
Fidelity as a one stop shop

Last post by Gryphon « Fri Feb 03, 2023 7:03 pm
Posted in Personal Finance (Not Investing)
Replies: 3610
by BogleMelon » Sat Dec 15, 2018 9:33 pm » in Personal Finance (Not Investing)
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3610 Replies

515568 Views

Last post by Gryphon
Fri Feb 03, 2023 7:03 pm
James Bond and Watches

Last post by SmileyFace « Fri Feb 03, 2023 7:02 pm
Posted in Personal Consumer Issues
Replies: 10
by rockstar » Fri Feb 03, 2023 5:04 pm » in Personal Consumer Issues

10 Replies

444 Views

Last post by SmileyFace
Fri Feb 03, 2023 7:02 pm
What is your age and asset allocation ?

Last post by Trance « Fri Feb 03, 2023 7:00 pm
Posted in Investing - Theory, News & General
Replies: 1118
by poppa23 » Mon Aug 31, 2020 11:06 pm » in Investing - Theory, News & General
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1118 Replies

127533 Views

Last post by Trance
Fri Feb 03, 2023 7:00 pm
Primary Residence as a Retirement Asset

Last post by quantAndHold « Fri Feb 03, 2023 7:00 pm
Posted in Personal Finance (Not Investing)
Replies: 32
by JSparks » Thu Feb 02, 2023 2:15 pm » in Personal Finance (Not Investing)

32 Replies

2065 Views

Last post by quantAndHold
Fri Feb 03, 2023 7:00 pm
Citi inaccurate Notice of Withholding Due to Underreported ...

Last post by retire2022 « Fri Feb 03, 2023 7:00 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by CuriousGeorgeTx » Fri Feb 03, 2023 6:56 pm » in Personal Finance (Not Investing)

1 Replies

53 Views

Last post by retire2022
Fri Feb 03, 2023 7:00 pm
Shipping a new Car (2023 RAV4 Hybrid)

Last post by mjg « Fri Feb 03, 2023 6:59 pm
Posted in Personal Consumer Issues
Replies: 19
by an00j » Wed Feb 01, 2023 3:34 pm » in Personal Consumer Issues

19 Replies

1401 Views

Last post by mjg
Fri Feb 03, 2023 6:59 pm
Lowest cost of ownership car for 20k per year driver

Last post by softwaregeek « Fri Feb 03, 2023 6:58 pm
Posted in Personal Consumer Issues
Replies: 77
by scot » Tue Jan 31, 2023 2:32 pm » in Personal Consumer Issues
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77 Replies

5595 Views

Last post by softwaregeek
Fri Feb 03, 2023 6:58 pm
Vanguard website succumbs to "Fisher-Price" UI design

Last post by Count de Monet « Fri Feb 03, 2023 6:58 pm
Posted in Personal Consumer Issues
Replies: 607
by HanSolo » Fri Jan 28, 2022 12:50 am » in Personal Consumer Issues
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607 Replies

52513 Views

Last post by Count de Monet
Fri Feb 03, 2023 6:58 pm
to DRIP or not to DRIP ?

Last post by Mike Scott « Fri Feb 03, 2023 6:56 pm
Posted in Personal Investments
Replies: 16
by RustyShackleford » Fri Feb 03, 2023 4:25 pm » in Personal Investments

16 Replies

646 Views

Last post by Mike Scott
Fri Feb 03, 2023 6:56 pm
Water Heater Replacement Costs

Last post by jebmke « Fri Feb 03, 2023 6:56 pm
Posted in Personal Consumer Issues
Replies: 16
by OldSport » Fri Feb 03, 2023 2:19 pm » in Personal Consumer Issues

16 Replies

716 Views

Last post by jebmke
Fri Feb 03, 2023 6:56 pm
Vanguard Money Market Funds - Differences in Returns?

Last post by evelynmanley « Fri Feb 03, 2023 6:56 pm
Posted in Personal Investments
Replies: 231
by water2357 » Sun May 08, 2022 6:35 am » in Personal Investments
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231 Replies

43257 Views

Last post by evelynmanley
Fri Feb 03, 2023 6:56 pm
Single Member LLC taxed as S-Corp: Form 1120S, Schedules K/K1 and Form 7203 questions

Last post by MP123 « Fri Feb 03, 2023 6:55 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by mt2k » Fri Feb 03, 2023 5:56 pm » in Personal Finance (Not Investing)

1 Replies

77 Views

Last post by MP123
Fri Feb 03, 2023 6:55 pm
Anything else (to do at Merrill Edge?)

Last post by Carno « Fri Feb 03, 2023 6:55 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by MattB » Fri Feb 03, 2023 2:38 pm » in Personal Finance (Not Investing)

13 Replies

600 Views

Last post by Carno
Fri Feb 03, 2023 6:55 pm
VXUS [Why invest in Vanguard Total International Stock?]

Last post by burritoLover « Fri Feb 03, 2023 6:55 pm
Posted in Investing - Theory, News & General
Replies: 68
by Griswold » Fri Feb 18, 2022 7:37 am » in Investing - Theory, News & General
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68 Replies

7280 Views

Last post by burritoLover
Fri Feb 03, 2023 6:55 pm
Marcus $100 bonus

Last post by xenial « Fri Feb 03, 2023 6:55 pm
Posted in Personal Finance (Not Investing)
Replies: 249
by intendi » Fri Jan 15, 2021 12:03 pm » in Personal Finance (Not Investing)
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249 Replies

26499 Views

Last post by xenial
Fri Feb 03, 2023 6:55 pm
Curious H&R Block warning

Last post by AAA « Fri Feb 03, 2023 6:54 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by AAA » Thu Feb 02, 2023 8:24 pm » in Personal Finance (Not Investing)

12 Replies

1463 Views

Last post by AAA
Fri Feb 03, 2023 6:54 pm
Newark to Athens, Greece in early May $1500 for nonstop economy flight?

Last post by bob60014 « Fri Feb 03, 2023 6:54 pm
Posted in Personal Consumer Issues
Replies: 2
by eddot98 » Fri Feb 03, 2023 6:19 pm » in Personal Consumer Issues

2 Replies

173 Views

Last post by bob60014
Fri Feb 03, 2023 6:54 pm
The Limits of Diversification: A Tutorial

Last post by McQ « Fri Feb 03, 2023 6:50 pm
Posted in Investing - Theory, News & General
Replies: 25
by McQ » Thu Feb 02, 2023 11:37 pm » in Investing - Theory, News & General

25 Replies

1953 Views

Last post by McQ
Fri Feb 03, 2023 6:50 pm
Bonita springs+ ?

Last post by bob60014 « Fri Feb 03, 2023 6:50 pm
Posted in Personal Consumer Issues
Replies: 16
by BashDash » Thu Aug 18, 2022 6:25 am » in Personal Consumer Issues

16 Replies

1701 Views

Last post by bob60014
Fri Feb 03, 2023 6:50 pm
When did you start getting excited and more confident about your investments?

Last post by hudson « Fri Feb 03, 2023 6:49 pm
Posted in Investing - Theory, News & General
Replies: 47
by Runner3891 » Thu Feb 02, 2023 11:48 pm » in Investing - Theory, News & General

47 Replies

2740 Views

Last post by hudson
Fri Feb 03, 2023 6:49 pm
TLH from Intermediate Term Tax Exempt and High Yield Tax Exempt

Last post by Hogan773 « Fri Feb 03, 2023 6:49 pm
Posted in Personal Investments
Replies: 24
by Hogan773 » Fri Dec 30, 2022 12:33 pm » in Personal Investments

24 Replies

1612 Views

Last post by Hogan773
Fri Feb 03, 2023 6:49 pm
Old thread on shower repair / insert

Last post by EagertoLearnMore « Fri Feb 03, 2023 6:49 pm
Posted in Personal Consumer Issues
Replies: 3
by Whitecap » Fri Feb 03, 2023 1:23 pm » in Personal Consumer Issues

3 Replies

261 Views

Last post by EagertoLearnMore
Fri Feb 03, 2023 6:49 pm
What watch do you wear on a daily basis, or are you wearing today?

Last post by GreatLaker « Fri Feb 03, 2023 6:48 pm
Posted in Personal Consumer Issues
Replies: 229
by tvubpwcisla » Sat Feb 05, 2022 1:58 pm » in Personal Consumer Issues
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229 Replies

15091 Views

Last post by GreatLaker
Fri Feb 03, 2023 6:48 pm
What Age & How Much Money? (Your Plan)

Last post by stoptothink « Fri Feb 03, 2023 6:47 pm
Posted in Personal Finance (Not Investing)
Replies: 105
by broncocountry25 » Tue Jan 31, 2023 7:00 pm » in Personal Finance (Not Investing)
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105 Replies

9657 Views

Last post by stoptothink
Fri Feb 03, 2023 6:47 pm
Tax Efficiency Of International Funds For US Investors

Last post by livesoft « Fri Feb 03, 2023 6:46 pm
Posted in Investing - Theory, News & General
Replies: 2
by FIREGuy88 » Fri Feb 03, 2023 3:55 pm » in Investing - Theory, News & General

2 Replies

186 Views

Last post by livesoft
Fri Feb 03, 2023 6:46 pm
First timer - London in June?

Last post by otinkyad « Fri Feb 03, 2023 6:40 pm
Posted in Personal Consumer Issues
Replies: 31
by 2Scoops » Thu Feb 02, 2023 6:08 pm » in Personal Consumer Issues

31 Replies

1468 Views

Last post by otinkyad
Fri Feb 03, 2023 6:40 pm
Post your Financial Milestone Announcements Here

Last post by stoptothink « Fri Feb 03, 2023 6:40 pm
Posted in US Chapters
Replies: 3061
by VAslim16 » Wed May 17, 2017 6:42 am » in US Chapters
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3061 Replies

404057 Views

Last post by stoptothink
Fri Feb 03, 2023 6:40 pm
(AI Recommendation) Wordtune is an amazing writing partner..

Last post by YoungSisyphus « Fri Feb 03, 2023 6:40 pm
Posted in Personal Consumer Issues
Replies: 4
by YoungSisyphus » Fri Feb 03, 2023 4:10 pm » in Personal Consumer Issues

4 Replies

314 Views

Last post by YoungSisyphus
Fri Feb 03, 2023 6:40 pm
Gen-X Boglehead Thoughts

Last post by CletusCaddy « Fri Feb 03, 2023 6:38 pm
Posted in Investing - Theory, News & General
Replies: 147
by SantaClaraSurfer » Wed Jul 07, 2021 9:56 pm » in Investing - Theory, News & General
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147 Replies

26499 Views

Last post by CletusCaddy
Fri Feb 03, 2023 6:38 pm
What kind of business entity?

Last post by gclancer « Fri Feb 03, 2023 6:38 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by bioscienceguy » Fri Feb 03, 2023 10:45 am » in Personal Finance (Not Investing)

3 Replies

188 Views

Last post by gclancer
Fri Feb 03, 2023 6:38 pm
2022/2023 Kia Carnival or Toyata Sienna

Last post by simplextableau « Fri Feb 03, 2023 6:38 pm
Posted in Personal Consumer Issues
Replies: 2
by young danny » Fri Feb 03, 2023 6:05 pm » in Personal Consumer Issues

2 Replies

137 Views

Last post by simplextableau
Fri Feb 03, 2023 6:38 pm
Purchasing a new car - is the VIN available?

Last post by P&C actuary « Fri Feb 03, 2023 6:37 pm
Posted in Personal Consumer Issues
Replies: 20
by P&C actuary » Tue Jan 31, 2023 10:48 am » in Personal Consumer Issues

20 Replies

1110 Views

Last post by P&C actuary
Fri Feb 03, 2023 6:37 pm
Second year - Part II of Form 8606 help/guidance

Last post by inv021 « Fri Feb 03, 2023 6:36 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by inv021 » Thu Feb 02, 2023 7:42 pm » in Personal Finance (Not Investing)

7 Replies

575 Views

Last post by inv021
Fri Feb 03, 2023 6:36 pm
I received a 1099 for my deceased husband

Last post by talzara « Fri Feb 03, 2023 6:32 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by Andilovehim » Thu Feb 02, 2023 8:43 pm » in Personal Finance (Not Investing)

8 Replies

1203 Views

Last post by talzara
Fri Feb 03, 2023 6:32 pm
Good Vanguard fund for low risk

Last post by anon_investor « Fri Feb 03, 2023 6:27 pm
Posted in Personal Investments
Replies: 7
by calicanes » Thu Feb 02, 2023 4:01 pm » in Personal Investments

7 Replies

999 Views

Last post by anon_investor
Fri Feb 03, 2023 6:27 pm
What are you listening to now

Last post by WWJBDo « Fri Feb 03, 2023 6:23 pm
Posted in Personal Consumer Issues
Replies: 3611
by Artful Dodger » Fri Jan 10, 2020 10:45 pm » in Personal Consumer Issues
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3611 Replies

274152 Views

Last post by WWJBDo
Fri Feb 03, 2023 6:23 pm
Low risk investments for seniors?

Last post by brad.clarkston « Fri Feb 03, 2023 6:23 pm
Posted in Personal Investments
Replies: 26
by jplee3 » Fri Feb 03, 2023 12:21 pm » in Personal Investments

26 Replies

1291 Views

Last post by brad.clarkston
Fri Feb 03, 2023 6:23 pm
Problems with AVAS on hybrid vehicles?

Last post by Fremdon Ferndock « Fri Feb 03, 2023 6:23 pm
Posted in Personal Consumer Issues
Replies: 19
by Fremdon Ferndock » Mon Jan 23, 2023 3:38 pm » in Personal Consumer Issues

19 Replies

1226 Views

Last post by Fremdon Ferndock
Fri Feb 03, 2023 6:23 pm
Could someone help me understand exactly how GoodRX works?

Last post by BuddyJet « Fri Feb 03, 2023 6:22 pm
Posted in Personal Consumer Issues
Replies: 127
by Small Law Survivor » Wed Jan 25, 2023 9:50 am » in Personal Consumer Issues
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127 Replies

9177 Views

Last post by BuddyJet
Fri Feb 03, 2023 6:22 pm
Inkjet Printer Black Ink Only?

Last post by quantAndHold « Fri Feb 03, 2023 6:19 pm
Posted in Personal Consumer Issues
Replies: 13
by DTalos » Thu Feb 02, 2023 6:48 pm » in Personal Consumer Issues

13 Replies

783 Views

Last post by quantAndHold
Fri Feb 03, 2023 6:19 pm
Used RAV4, CR-V, or Santa Fe?

Last post by Fremdon Ferndock « Fri Feb 03, 2023 6:17 pm
Posted in Personal Consumer Issues
Replies: 23
by shavenyak » Fri Feb 03, 2023 9:21 am » in Personal Consumer Issues

23 Replies

923 Views

Last post by Fremdon Ferndock
Fri Feb 03, 2023 6:17 pm
Understanding opensocialsecurity

Last post by Eagle33 « Fri Feb 03, 2023 6:16 pm
Posted in Personal Investments
Replies: 4
by rich126 » Thu Feb 02, 2023 8:48 pm » in Personal Investments

4 Replies

579 Views

Last post by Eagle33
Fri Feb 03, 2023 6:16 pm
What is the simplest way to handle the household budget?

Last post by akblizzard « Fri Feb 03, 2023 6:15 pm
Posted in Personal Finance (Not Investing)
Replies: 100
by guppyguy » Mon Nov 01, 2021 12:15 pm » in Personal Finance (Not Investing)
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100 Replies

9994 Views

Last post by akblizzard
Fri Feb 03, 2023 6:15 pm
Buy VOO / VSS now? [Borrow to invest, Vanguard 500 / FTSE All world ex-us small caps]

Last post by Ed 2 « Fri Feb 03, 2023 6:14 pm
Posted in Personal Investments
Replies: 19
by crswvc » Sat Jan 16, 2016 9:16 pm » in Personal Investments

19 Replies

1823 Views

Last post by Ed 2
Fri Feb 03, 2023 6:14 pm
Roth IRA & 403b Advice

Last post by lakpr « Fri Feb 03, 2023 6:12 pm
Posted in Personal Investments
Replies: 1
by ddr10 » Fri Feb 03, 2023 4:49 pm » in Personal Investments

1 Replies

136 Views

Last post by lakpr
Fri Feb 03, 2023 6:12 pm
Anyone fly Emirates lately?

Last post by talzara « Fri Feb 03, 2023 6:12 pm
Posted in Personal Consumer Issues
Replies: 19
by stilllurking » Thu Feb 02, 2023 9:14 pm » in Personal Consumer Issues

19 Replies

1516 Views

Last post by talzara
Fri Feb 03, 2023 6:12 pm
Fly or Drive from NJ to NC?

Last post by GT99 « Fri Feb 03, 2023 6:12 pm
Posted in Personal Consumer Issues
Replies: 72
by BogleMelon » Thu Feb 02, 2023 3:35 pm » in Personal Consumer Issues
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72 Replies

2956 Views

Last post by GT99
Fri Feb 03, 2023 6:12 pm
Series I Savings Bond Portfolio Tracker

Last post by csmath « Fri Feb 03, 2023 6:12 pm
Posted in Personal Finance (Not Investing)
Replies: 34
by csmath » Wed Nov 02, 2022 10:38 pm » in Personal Finance (Not Investing)

34 Replies

5994 Views

Last post by csmath
Fri Feb 03, 2023 6:12 pm

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