Personal Finance & Money Questions, Problems & Solutions : TransWikia.com ~ Page 169

What tax documents do I need to prove 529 rollover?

I rolled over 529 from one institution to another. The distributing institution issued a 1099-Q. I need a matching document showing that I contributed the funds to the new institution....

Asked on 06/03/2021

1 answer

Does the Regulation NMS Order Protection Rule apply to odd lots?

The order protection rule prohibits trade-throughs of NMS stocks during regular trading hours, but does the prohibition apply to odd lots too? If I decide to bid...

Asked on 06/03/2021

0 answer

Does the IRS require a phone number to file taxes?

I'm filing taxes through H&R Block, and they claim that the IRS requires my phone number. I don't believe this to be true, since the IRS always contacts you via...

Asked on 06/03/2021 by Marquizzo

1 answer

Why do different ETF tools show different information (specifically which stocks are in an ETF)?

I'm looking for ETFs with a specific stock (in this case: SNDL) in it. But when I look at different sites that track ETFs, some sites say an ETF will...

Asked on 06/03/2021

1 answer

Finding green investment funds

I'm trying to find green/sustainable funds to add to my (UK) pension and am finding it quite hard to pick out good candidates. I'm interested more in the green credentials...

Asked on 06/03/2021 by Oliver Kohll

0 answer

How is it possible for a trade to be executed by a broker but cleared by another broker?

The Interactive Brokers U.S. Microcap Stock Restrictions page says:Execution-only clients (i.e., execute trades through IBKR, but clear those trades elsewhere) may not trade U.S. Microcap Stocks within...

Asked on 06/03/2021

1 answer

Does a one stock leveraged ETF behave like margin?

I am reading about leveraged etfs and I am very confused. It seems they don't always follow the stock prices they should be following and not always doing what they...

Asked on 06/03/2021

1 answer

What's the difference between "gross profit", "operating income" and "net income"?

I received an email boasting about a company doing the following in their 4th quarterRevenues up 94% to $978m USDOperating Income up 600% to $200mNet profit of $123.9mWhat is the...

Asked on 06/03/2021 by slinglift

1 answer

Can my sibling double his portion of our inherited property by buying us out and then selling?

I have 2 siblings for a total of 3 of us. My father lived in a home worth $300,000. However, we inherited 2 million split 3 ways. My...

Asked on 06/03/2021 by Tyler wilks

8 answer

Is a Bank's LDR meaningless?

I'm learning how banks work and I used to think banks took in deposits and loaned those same deposits out to customers. I recently learned banks actually create most of...

Asked on 06/03/2021

0 answer

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